A report where revenue is counted differently from the one next to it is worse than no report. So in BeeSection there is one definition of revenue, and every report that needs it takes it from one place.
Where it is in the CRM
- All reports: the Reports section, period and filters at the top.
What counts as revenue
Three streams:
- closed and paid visits, by closing date;
- paid bookings that have no visit yet, that is, prepayments;
- packages and gift cards sold, on the day of sale.
There is no double counting: as soon as a visit is opened from a booking, the money is counted by the visit, and redeeming a package zeroes the visit amount. Tips are not revenue: they are the specialist's money passing through the register in transit.
Eleven reports
Revenue. The amount for the period, split into visits, prepayments and advance sales.
Average ticket. Revenue divided by the number of documents: closed visits plus paid bookings without a visit.
Specialist utilisation. Booked minutes over working minutes by schedule, as a percentage. Counted by time, not by number of bookings: three two-hour colourings and six one-hour haircuts give the same utilisation. Over 100 % is possible if bookings were placed outside the schedule, and that is a signal, not an error.
Returning clients. Among clients with paid visits in the period, the share of those who had a paid visit before the period started. A client who came twice in a week is new, not returning.
No-shows. Bookings with the statuses "cancelled" and "no-show", with the count and the amount at booking price: that is lost revenue.
Services. Top services by revenue and booked time.
Lead funnel. How many leads are in each status.
Bookings. The list of bookings for the period.
Cash reconciliation. Whether the money in the register matches what was sold. There is a separate article about it.
Profit and loss. Income minus expenses by the register, without internal transfers between your own accounts.
Summary. Leads, bookings and revenue on one screen.
Filters
Period: today, week, month or custom dates. Day boundaries are calculated in the salon's time zone, the same way in every report. Location and specialist are filters. A specialist with the "see own only" right opens the same report and sees only their own numbers.
Which plan has what
Revenue, bookings, services, summary and cash reconciliation are on every plan: the answer to "how much did we earn and what did we sell" cannot be sold separately from the register. Utilisation, returning clients, average ticket, no-shows and the lead funnel come with the Salon plan.
Reports are shown on screen; the data itself can be exported to CSV or Excel through the import and export section.
Dashboard widgets
Besides revenue and the schedule, the dashboard shows what needs attention today: tasks due today, leads with an overdue call and calls for today, clients (total, new this month, debts, most frequent), and specialist certificates expiring within 30 days. Each widget is shown only to those with the right to the section and hides when there is nothing to show.
Warehouse reports
The Warehouse → Reports section answers four owner questions: how much money sits on the shelf (stock value at purchase price, with a CSV export), what is running out (products below the minimum stock with a recommendation of how much to order), what came in and was written off in a period (movements with a received-minus-issued total), and what is held for bookings (reservations by status). ABC analysis, turnover and demand forecast stay in the Analytics tab.
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