Revenue Reports

Overview

The Revenue Report gives you a complete picture of your business income for a chosen date range. Access it from Dashboard > Reports > Revenue.

This page explains every number on the report and the rules behind it. For the shared rules that every report follows (status filtering, business revenue definition, date axes), see How report calculations work.

What counts as revenue on this report

Bookings counted: Confirmed and Pending. Draft (cart) and Canceled bookings are excluded from every revenue figure.
Revenue formula: business revenue = GrandTotal − TipAmount. Tips are pass-through to staff and never operator revenue. (See the Tip Report for tip detail.)
Date axis: bookings filtered and grouped by booking creation date. A booking made on April 28 for a September service shows up in the April Revenue Report.

Summary Metrics

The top of the report displays summary cards for the selected date range:

Metric	What it is	How it's calculated
Gross Revenue	Total business revenue from recognized bookings	Sum of `GrandTotal − TipAmount` across Confirmed and Pending bookings created in the period
Net Revenue	What the operator keeps after platform fees	Sum of `Subtotal − PlatformFee` across the same bookings. Subtotal already excludes tips, fees, and taxes.
Total Bookings	Count of all bookings in the period	Includes every status (Draft, Pending, Confirmed, Canceled) — this is the denominator for AOV
Average Order Value	Average revenue per booking	Gross Revenue ÷ Total Bookings
Future Revenue	Expected revenue from upcoming bookings	Sum of `GrandTotal − TipAmount` for Confirmed and Pending bookings with a future service date (any creation date)
Refund Amount	Total refunds issued	Sum of refund-type payment rows whose payment date falls in the period (see Known caveat below)
Discount Amount	Total coupon discounts applied	Sum of `CouponDiscountTotal` across recognized bookings created in the period
Total Revenue	Same as Gross Revenue	—

What's NOT in Gross Revenue

Tips — reported separately on the Tip Report.
Gift card credit applied as payment — gift card use reduces the amount due, not the price. A booking paid by gift card still shows full GrandTotal − TipAmount as revenue.
Refunds — refunds are not subtracted from Gross Revenue. They appear as their own Refund Amount card. To approximate a net-of-refunds figure for the period, subtract Refund Amount from Gross Revenue manually — knowing the caveat below.
POS sales — booking revenue only.

Available Views

Revenue by Period

A line chart with smooth trend curves. Each data point sums GrandTotal − TipAmount for the recognized bookings created in that period.

Use the Group by filter to switch between daily, weekly, and monthly aggregation.
The chart helps spot growth trends, seasonal dips, and revenue spikes.

Revenue by Activity

A horizontal breakdown of which activities generated the most revenue.

Revenue per activity sums ActivityPrice (the activity portion only) for recognized bookings in the period.
Booking count is also shown so you can compute activity-level average price.
Note: this uses the activity-portion slice, not full booking total — equipment and add-on revenue belong to their own breakdowns.

Revenue by Equipment

Rental revenue per equipment item.

Revenue per equipment item sums AdditionalPrice × Quantity for the equipment line items on recognized bookings in the period.
Rental count is the sum of quantities across those line items.

Revenue by Source

Where your paying customers come from (website, manual entry, API integrations, third-party booking channels).

Displayed as a pie chart with color-coded source segments.
Revenue and booking count attributed to each acquisition channel.
Uses the same business-revenue formula (GrandTotal − TipAmount).

Payment Method Distribution

Breakdown of payment methods used during the period:

Payment method — credit card, cash, gift card, etc.
Transaction count — number of payment rows of this type.
Revenue — total payment amount through this method.
Percentage — share of total payment volume.

Important: this view is based on payment rows, not bookings. It uses the payment date, not the booking creation date. The revenue figure here reflects gross customer payment (including tips), so it will not match the report's Gross Revenue cell.

Date axis

Section	Date used
Bookings (Gross / Net / AOV / Discount / by-period / by-source / by-activity / by-equipment)	`Booking.CreatedAt`
Future Revenue	`Booking.StartDateUtc > now`
Refund Amount	`CustomerPayment.Date` (when the refund was issued)
Payment Method Distribution	`CustomerPayment.Date`

Known caveat: refund date vs booking date

The Refund Amount card uses payment date while every other revenue figure on the report uses booking creation date. A refund issued in May for a booking created in April shows up in the May refund total but is unrelated to any month's Gross Revenue.

This is deliberate (operators usually want to see "how much we refunded this month"), but it does mean Refund Amount ÷ Gross Revenue is not a clean "refund rate" for the period. If your operation needs accrual-based refund attribution, file a request.

Filters

The Revenue Report supports the full set of common filters:

Date range — start and end dates for the reporting period.
Activities — narrow to revenue from specific activities.
Equipment — narrow to revenue from specific equipment rentals.
Add-ons — narrow to revenue from specific add-on products.
Sources — filter by booking source.
Statuses — explicitly filter by booking status (overrides the default Confirmed + Pending rule — useful for "what would this look like if I only counted Confirmed?").
Min / Max amount — filter bookings within a customer-facing dollar range. These filters apply to raw GrandTotal (tip-inclusive) because they filter on the price the customer actually saw.
Group by — day, week, or month for the period chart.

Location Comparison

For multi-location businesses, the Locations report provides side-by-side location-level revenue breakdowns with period trend data.

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