Review Operations Metrics

How to use the Operations Report to monitor cart conversion, cancellations, payment methods, accounts receivable, gift cards, and coupon effectiveness.

The Operations Report consolidates the data you need to run your business day to day. It covers the full booking funnel from shopping cart to payment, shows where revenue is leaking through cancellations and abandoned carts, tracks outstanding balances, and measures whether your promotions are actually working.

Before you begin

You need access to the Resytech Dashboard with reporting permissions.
Some sections (gift cards, coupons) only show data if you have those features configured.

Steps

In the sidebar, expand Reports and click Operations.
Set your Start Date and End Date. The default is the last 30 days.
Click Apply Filters.

Understanding the metrics

Booking conversion funnel

The funnel shows how shopping carts progress (or fail to progress) into bookings.

Metric	What it means
Shopping Carts	Total number of carts created in the date range. A cart is created whenever a customer begins the checkout process.
Bookings Created	Number of carts that converted into actual bookings.
Conversion Rate	Bookings Created divided by Shopping Carts, as a percentage. Industry average for online booking is typically 20-40%.
Abandoned Cart Value	Total dollar value of carts that were started but never converted to bookings. This represents potential revenue you could recover.

Cancellation analytics

Metric	What it means
Overall Cancellation Rate	Percentage of all bookings that were cancelled during the date range.
Revenue Impact	Total revenue lost to cancellations. This is the sum of grand totals from cancelled bookings.
Cancellations by Activity (chart)	A horizontal bar chart showing the cancellation rate for each activity. Identifies activities with disproportionate cancellations.
Cancellation Lead Time Distribution	Breaks cancellations into time buckets based on how far before the service date the cancellation occurred. Common ranges include 0-1 days, 2-7 days, 8-14 days, etc.

Payment methods

A donut chart showing revenue distribution across payment methods (credit card, cash, gift card, etc.). Each slice shows the dollar amount on hover.

Revenue by line item type

A horizontal bar chart breaking down revenue by the type of line item: activity fees, equipment rentals, add-ons, custom charges, taxes, etc. Helps you understand what makes up your average booking total.

Accounts receivable aging

Metric	What it means
Total Outstanding	Sum of all unpaid balances across all bookings.
AR Buckets	Breaks outstanding balances into aging buckets (e.g., Current, 1-30 days, 31-60 days, 61-90 days, 90+ days). Each bucket shows the dollar amount and number of bookings.

Gift card liability

Metric	What it means
Outstanding Liability	Total unredeemed gift card balance. This is money customers have paid but not yet spent.
Active Cards	Number of gift cards with a remaining balance.
Redemption Rate	Percentage of total gift card value that has been redeemed. A low rate means high outstanding liability.
Gift Card Metrics Table	Period-by-period breakdown showing gift cards sold, redeemed, and net liability change. A growing net liability means you are selling cards faster than they are being redeemed.

Coupon effectiveness

Column	What it means
Coupon	The coupon name/code.
Uses	Number of times the coupon was applied to a booking.
Discount	Total dollar value of discounts given through this coupon.
Revenue	Total revenue from bookings that used this coupon.
ROI	Revenue divided by Discount. An ROI of 5.0x means every $1 in discounts generated $5 in revenue. A value below 1.0x means the coupon costs more than it earns.

Interpreting the data

Low conversion rate (below 20%) Customers are starting checkout but not finishing. Common causes: unexpected pricing at checkout, too many steps, required fields that customers do not want to fill out, or payment processing issues. Review your Checkout configuration.

High abandoned cart value Even a small improvement in conversion rate could recover significant revenue. If abandoned cart value is $50,000 and you increase conversion by 5%, that is $2,500 in recovered revenue.

Cancellations concentrated in 0-1 day lead time Same-day cancellations suggest customers are changing their minds after seeing weather forecasts or encountering scheduling conflicts. Consider a stricter same-day cancellation policy.

AR aging moving to older buckets Outstanding balances aging past 30 days indicate collection problems. Review your payment and invoicing processes.

Coupon ROI below 2.0x The coupon is giving away too much relative to the revenue it drives. Consider reducing the discount amount or adding minimum-order requirements. See Promotions for coupon configuration.

Gift card liability growing steadily This is not necessarily bad -- it means gift card sales are strong. But the liability is a financial obligation. Track the redemption rate to ensure cards are being used.

Tips

Run this report weekly for operational metrics like AR aging and conversion rate. These are leading indicators -- problems here predict future revenue issues.
Compare cancellation rates across activities. If one activity has a 30% cancellation rate while others are at 5%, investigate whether that activity has a pricing, weather-dependency, or quality issue.
Use coupon ROI to justify or kill promotions. Share the ROI data with your marketing team. Coupons below 1.0x ROI are losing money and should be revised or discontinued.
Cross-reference conversion rate with the Analytics Report. The Analytics Report shows booking-level conversion (pending to confirmed), while Operations shows cart-level conversion (cart to booking). Together they give you the full funnel.

Review Operations Metrics

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