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Reporting & Analytics

Revenue Reports

Track revenue by period, activity, equipment, and source.

Overview

The revenue report gives you a complete picture of your business income. Access it from Dashboard > Reports > Revenue.

Summary Metrics

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

MetricDescription
Total RevenueCombined revenue from all bookings in the period
Gross RevenueRevenue before refunds and discounts
Net RevenueRevenue after subtracting refunds and discounts
Total BookingsNumber of bookings that generated revenue
Average Order ValueTotal revenue divided by total bookings
Future RevenueExpected revenue from confirmed and pending future bookings
Refund AmountTotal refunds issued during the period
Discount AmountTotal value of coupons and discounts applied

Available Views

Revenue by Period

  • Daily, weekly, monthly, or yearly breakdowns (controlled by the Group by filter)
  • Displayed as a line chart with smooth trend curves
  • Each data point shows the period label, revenue total, and booking count
  • Use this view to spot growth trends, seasonal dips, and revenue spikes

Revenue by Activity

  • Which activities generate the most revenue
  • Shows revenue and booking count per activity
  • Useful for identifying your highest-grossing offerings and calculating revenue per booking

Revenue by Equipment

  • Rental revenue per equipment item
  • Shows revenue and rental count for each piece of equipment
  • Helps you identify your best-performing rental inventory

Revenue by Source

  • Where your paying customers come from (e.g., website, manual entry, API integrations)
  • Revenue and booking count attributed to each acquisition channel
  • Displayed as a pie chart with color-coded source segments
  • Helps you understand which marketing channels deliver the best ROI

Payment Method Distribution

The revenue report also includes a breakdown of payment methods used:

  • Payment method — name of the method (credit card, cash, gift card, etc.)
  • Transaction count — number of transactions using this method
  • Revenue — total revenue collected through this method
  • Percentage — share of total transactions

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 — filter by booking status
  • Min / Max amount — filter to bookings within a dollar range
  • Group by — aggregate time-series data by day, week, or month

Location Comparison

For multi-location businesses, compare revenue side-by-side across all your locations to identify top performers and opportunities. The Locations report provides dedicated location-level revenue breakdowns with period trend data.

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