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Services and Rentals Reporting Widgets

If your CRM account offers appointment services or rentals, you can access specialized reporting widgets designed for these business models. These widgets provide detailed insights into bookings, revenue, staff performance, coupon usage, and inventory status directly from your dashboard or custom reports. This guide explains the available widgets and how to add them to your dashboard.

Available Widgets

All widgets listed are also accessible through quick filters and custom metrics.

Appointment Service Widgets

These widgets offer insights into service-based revenue and performance:

Total Revenue: Shows total revenue from all service bookings.
Revenue by Service: Breaks down revenue by individual service.
Revenue by Category: Breaks down revenue by service category.
Average Order Value: Displays average revenue per service booking.
Top Grossing Staff: Lists staff members generating the highest revenue.
Top Performing Locations: Shows service locations with the highest revenue.
Cancelled Revenue: Indicates revenue lost from cancelled service bookings.
Coupon Redemptions: Total number of coupon codes redeemed across bookings.
Revenue from Coupons: Total revenue from bookings where a coupon was applied.
Top Coupon Codes: Most frequently used coupon codes.
Bookings with Coupon: Total bookings where a coupon was applied.

Rentals Widgets

These widgets help manage inventory, track rental revenue, and monitor booking status:

Total Rentals Booked: Total number of rental bookings.
Booking Status Breakdown: Distribution of bookings by status (confirmed, pending, cancelled).
Total Revenue (Excluding Deposits): Rental revenue excluding security deposits.
Security Deposit Collected: Total security deposits collected from booked rentals.
Average Order Value: Average revenue per rental booking.
Revenue by Listing: Breaks down revenue by individual rental listing.
Most Booked Listings: Most frequently booked rental listings.
Upcoming Rentals: Bookings scheduled for the upcoming week.
Overdue Rentals: Rentals past their end date that are not completed.
Unconfirmed Rentals: Bookings pending confirmation.
Active Rentals: Rentals currently in progress.

Note: Appointment count widgets in the Meetings module now only show meeting appointments. Service and rental booking counts have their own dedicated widgets under the Services sub-module.

Where to Find These Widgets

Appointment Service widgets are located under the Appointments sub-module in the widget library. The previously standalone widgets, Appointment Count by Service and Appointment Count by Service Category, have been moved into this sub-module to consolidate all service-related widgets.

How to Add Services or Rentals Widgets to Your Dashboard

Step 1: Navigate to Your Dashboard

Log into your account and select the Dashboard tab from the left-hand menu.

Step 2: Enter Edit Mode

Click "Edit dashboard" at the top-right corner of the dashboard to enter edit mode. To add widgets to a new dashboard, click Add Dashboard, select a Blank Dashboard, name it, and proceed.

Step 3: Open the Widget Menu

Click Add Widget to open the widget panel on the right-hand side.

Step 4: Navigate to Appointments

In the widget panel, browse to the Appointments sub-module. You can also use the search bar to find a specific widget by name.

Step 5: Select Your Chart Type

Before adding the widget, choose a visualization type. Available options include Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table Chart. Select the chart type that best fits the metric.

Step 6: Configure the Widget

In the widget settings panel:

Title and Description: Optionally add a custom name and description.
Chart Type: Adjust the chart type if needed.
Live Preview: Review the widget appearance before saving.

Step 7: Apply Filters (Optional)

Switch to the Conditions tab to filter widget data:

Click Add Filter to create a filter group.
Use +AND to add more filters within the same group.
Click +Add Filter again to create a new group (OR condition between groups).

Step 8: Save the Widget

Click Save to add the widget to your dashboard.

Step 9: Organize Your Widgets

Drag and drop widgets into position and resize them for a clean layout.

Step 10: Save Dashboard Changes

Click Save Changes at the top of the dashboard to lock in your layout.

How Calendar Settings Control Your Widgets

Sub-account Calendar Settings toggles determine the availability of Services and Rentals widgets, quick filters, and custom metrics. If a service type or rental feature is disabled in Calendar Settings, its associated widgets and filters will be hidden. If enabled, they will be available to add and configure.

To check or update these settings:

In Agency view, go to your sub-account.
Select Calendar Settings.
Toggle the relevant service or rental features on or off based on what your sub-account offers.

This ensures your reporting configuration aligns with your active Calendar capabilities.

Adding These Widgets to Custom Reports

Services and Rentals widgets are also available in the Custom Reports builder, allowing you to incorporate them into custom reports.

Using Services and Rentals Reporting Widgets