Deepen and return
See what to nurture and return to.
Bookings, revenue, retention, and service performance in one clean dashboard. Numbers that tell you how your practice is growing and where to give more attention.
Revenue
Monthly, weekly, by service.
See total revenue by month or week with a breakdown by service type. Know which offerings are carrying the practice and which need a boost or refocus.
- Revenue by day, week, month, and year
- Breakdown by service type
- Comparison to previous period
- Pending vs. confirmed revenue
Revenue by service
Energy Healing$1,440
Cacao Ceremony$960
1:1 Reading$585
Integration Session$255
Retention
Expansion plan only
Who keeps coming back. Who might not.
See your client return rate, average sessions per client, and a list of clients who haven't booked recently. Actionable nudges so you stay in relationship with your community.
- Return rate and average session frequency
- Clients at risk of lapsing (60+ days inactive)
- New vs. returning client ratio by month
- Top clients by session count and revenue
Client retention
68%
Return rate
3.2×
Avg sessions
💡 7 clients haven't booked in 60+ days. Consider a re-engagement email.
What you get
Numbers that guide, not overwhelm.
A few key metrics that show you what's growing, what needs attention, and who to re-engage.
Revenue tracking
Total, pending, and confirmed revenue, always current.
Service breakdown
Which offerings earn most, so you know where to invest time.
Period comparison
Month-over-month and year-over-year growth at a glance.
Client retention
Return rate, lapsed clients, and top clients (Expansion plan only).
Booking trends
Which days and services fill fastest so you can plan smarter.
At-a-glance summary
Dashboard home card with key numbers: revenue, sessions, clients.
Included on every plan
- Revenue dashboard by week, month, and year
- Service-level breakdown
- Booking volume trends
- Exportable reports for accounting
- At-a-glance summary on dashboard home
Advanced analytics · Expansion plan only
- Client retention and return rate metrics
- Clients at risk of lapsing (60+ days inactive)
- New vs. returning client ratio by month
- Top clients by session count and revenue
Your practice, seen clearly.
Revenue, retention, and bookings in one dashboard. No spreadsheets needed.