Use Year-over-Year Reports
How to use the Year-over-Year Report to compare bookings, revenue, and customer growth across multiple years.
The Year-over-Year (YoY) Report automatically compares your key metrics month by month across every year you have data. It does not require a date range -- the system pulls all historical data and overlays each year on a single chart. Use it to understand seasonal patterns, measure growth, and spot years that over- or under-performed.
Before you begin
- You need at least two calendar years of booking data for year-over-year comparison to be meaningful. The report will still work with one year, but there will be nothing to compare against.
- The report uses all historical data. You cannot set a date range, but you can filter by activity and booking source.
Steps
- In the sidebar, expand Reports and click Year over Year.
- The report loads automatically using all available data. No date range is needed.
- Optionally filter by Activity IDs or Sources if you want to compare a specific segment.
Understanding the tabs
The report has four tabs. Click a tab to switch the chart and growth table.
| Tab | What it measures |
|---|---|
| Bookings Created | Number of bookings created each month, by year. This reflects demand -- when customers decided to book. |
| Bookings Serviced | Number of bookings whose service date fell in each month, by year. This reflects operational load -- when you actually delivered the service. |
| Revenue | Total revenue per month by year. Matches the service or creation date depending on context. |
| New Customers | Count of first-time customers acquired each month by year. Measures marketing effectiveness and market growth. |
Understanding the chart
The main chart is a multi-line graph with one line per year. The x-axis shows months (Jan through Dec) and the y-axis shows the selected metric. Each year is assigned a distinct color.
- Lines that trend upward left to right indicate a seasonal business that peaks later in the year.
- A year's line that sits above all others indicates that year outperformed the rest for that metric.
- Lines that converge in certain months indicate consistent demand during those periods regardless of year.
Understanding the summary cards
Four summary cards appear at the top:
| Card | What it shows |
|---|---|
| Latest Year | Total bookings created, total revenue, and new customers for the most recent year. |
| Prior Year | Same metrics for the year before. |
| YoY Bookings Growth | Percentage change in total bookings between the latest and prior year. Green means growth, red means decline. |
| YoY Revenue Growth | Percentage change in total revenue between the latest and prior year. |
Understanding the growth table
Below the chart, a table shows monthly YoY growth for the currently selected tab. Each row includes:
| Column | What it means |
|---|---|
| Month | The calendar month. |
| Prior Year Value | The metric value for that month in the prior year. |
| Current Year Value | The metric value for that month in the latest year. |
| Growth | Percentage change. Positive values are green; negative are red. |
Interpreting the data
Positive growth across all months Your business is expanding. Look at which months show the strongest growth to understand what is driving it (e.g., new activities launched, new marketing channels).
Growth in bookings but not revenue You are getting more customers but earning less per booking. Check whether discounting increased or average order value dropped using the Revenue Report.
Negative growth in New Customers but stable bookings Your repeat customer rate is increasing (good), but new customer acquisition is slowing (potential concern long-term). See Customer Analytics for churn and retention rates.
Strong seasonal spikes that are consistent across years This confirms your peak season. Use this knowledge for staffing, inventory planning, and targeted marketing around shoulder seasons.
Filter options
| Filter | Description |
|---|---|
| Activity IDs | Limit the comparison to specific activities. Useful for seeing if a particular activity is growing year over year. |
| Sources | Limit to specific booking sources. For example, filter to "online" only to measure website growth independent of dashboard/POS bookings. |
Tips
- Compare Bookings Created vs. Bookings Serviced to understand the lag between demand and fulfillment. If created bookings spike in March but serviced bookings spike in June, your customers book three months ahead.
- Use source filtering to measure channel growth. Filter to "online" to see if your web checkout is growing, or filter to "pos" to see if in-person walk-ups are increasing.
- Watch New Customers month by month. A steady decline in new customer acquisition, even if total revenue is growing, signals that you are increasingly dependent on repeat business -- a risk if retention drops.