This article explains the meaning of each chart and section in the Pabau dashboard.
Personal Dashboard
When you log into Pabau, the first thing you’ll see is the personal dashboard, which gives you an overview of your appointments, sales made, and clients won over a selected period of time. You can change the time period at the top right corner of the screen.
To switch to the 'Business Dashboard' click 'Personal Dashboard' under your name.
Business Dashboard
The business dashboard will give you an overview of the business's performance, and you can easily compare data to another location, month, week, or any specific date.
New Clients Tile
This tile displays the number of clients created in the system during the specific time period you've selected.
If Personal dashboard is selected, the number should be the sum of all the clients created by the current staff member who is logged in.
If Business dashboard is selected, the number should be the sum of all the clients created in all the locations or the specific location.
Average Bill Tile
This tile shows a number derived from the value of all the invoices divided by the number of invoices.
If Personal dashboard is selected, it takes into account invoices created by the currently logged-in user.
Selecting Business dashboard takes into account invoices created by all users. (e.g., if there are 12 invoices with a value of $4856, the average bill ticker is $4865 divided by 12 = $405.42).
Revenue Per Hour Tile
This tile displays the user's hourly revenue per location if the Personal dashboard is selected or per location if the Business dashboard is selected.
This number is obtained by dividing the Invoice total by the shift duration of a staff member. For example, if a staff member worked for 5 hours, and their total sales were $1300, the revenue per hour would be $260 (because $1300/5 = $260).
Utilization Tile
The Utilization tile shows how much of a staff member's available work hours are actually booked with appointments. It’s calculated by dividing the total hours booked from the calendar by the hours scheduled in the Scheduler, then multiplying by 100 to get a percentage.
Appointments Section
In this section, you can view the total number of appointments booked during the specific time period you've selected. The stats list appointment statuses that are active, the number of appointments with that appointment status, and the percentage those appointments represent in the total number of appointments.
If Personal dashboard is selected, the appointments that are taken into account are those created in the calendar column of the current staff member who is logged in.
If Business dashboard is selected, the appointments that are taken into account are appointments that were created in all the locations (if the All Locations option is selected) or the specific location (if a specific location was selected).
Sales Section
This section displays the number of item types sold (Services, Products, Packages, Gift Vouchers) and the percentage each item type represents in the total sales.
NOTE: The total sales value is calculated after discounts and tax.
Online Appointments Section
This section shows the number of appointments booked online and a breakdown by active appointment statuses in the system.
The deposit taken row shows the money the client was charged to be able to book the appointment online.
If Personal dashboard is selected, the appointments that are taken into account are appointments that were booked online in the calendar column of the current staff member who is logged in.
If Business dashboard is selected, the appointments that are taken into account are appointments that were booked online, in all the locations, or in the specific location selected.
Recent Sales Chart
This chart shows the recent sales made in the practice, either by a person or per location.
If Personal dashboard is selected, the invoices that are taken into account are invoices that were created by the current staff member who is logged in.
If Business dashboard is selected, the invoices that are taken into account are those that were created in all the locations or the specific location selected.
NOTE: The total sales value is calculated after discounts and tax.
Recent Appointments Chart
This chart shows the total number of appointments booked and a breakdown by appointment status.
If the Personal dashboard is selected, the appointments that are taken into account are appointments that were created in the calendar column of the current staff member who is logged in.
If the Business dashboard is selected, appointments created in all the locations or the specific location selected are taken into account.
Products Section
This section shows sales data for products in your Pabau account, listing the number of items sold, total profit, and the percentage of total sales within a selected date range attributed to each product.
If the Personal dashboard is selected, invoices that are taken into account are invoices created by the current staff member who is logged in.
If the Business dashboard is selected, invoices created in all locations or in a specific location selected are taken into account.
Services Section
This section provides a breakdown of services sold within a selected date range. It includes the service name, number of bookings, total value, and the percentage of total sales attributed to each service during that period.
If the Personal dashboard is selected, the invoices that are taken into account are invoices that were created by the current staff member who is logged in.
If the Business dashboard is selected, invoices created in all locations or in a specific location selected are taken into account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.