# Year-over-Year (/docs/reporting/year-over-year)



Overview [#overview]

Compare metrics month-by-month across multiple years on a single chart.
Access from **Dashboard > Reports > Year-over-Year**.

This page documents what each tab measures and how. For shared rules, see
[How report calculations work](/docs/reporting/how-calculations-work).

What this report shows [#what-this-report-shows]

Four metrics, each with its own tab. Each year is rendered as a separate
color-coded line so you can see how the current year is tracking against
prior years month by month. Growth rates compare each month to the same
month in the prior year.

The report covers every year of data your location has — no date range
filter — so freshly-started locations will see fewer years on the chart.

The four metrics [#the-four-metrics]

1\. Bookings Created [#1-bookings-created]

Funnel-volume metric: how many bookings did you make in a given month?

* **Counts**: every booking except Draft. Canceled bookings *are*
  intentionally included — they represent demand that came through the
  funnel, even if it didn't convert.
* **Date axis**: bookings grouped by `CreatedAt.Year` / `CreatedAt.Month`.
* **Reading the chart**: a Bookings Created line rising year over year means
  more demand is reaching you. If conversion is dropping (Bookings Created
  ÷ Bookings Serviced widens), look at the Operations report's Cart
  Conversion section.

2\. Bookings Serviced [#2-bookings-serviced]

Operational-throughput metric: how many bookings actually happened in a
given month?

* **Counts**: Confirmed and Pending only.
* **Date axis**: bookings grouped by `StartDateUtc.Year` /
  `StartDateUtc.Month` — by **service date**, not creation date.
* A multi-day booking spanning two months counts in the month its
  `StartDateUtc` falls in.

3\. Revenue [#3-revenue]

Business revenue earned in a given service month.

* **Counts**: same as Bookings Serviced — Confirmed and Pending only.
* **Date axis**: `StartDateUtc.Year` / `StartDateUtc.Month` (service date).
  This deliberately matches Bookings Serviced so the two lines on the chart
  represent the same cohort of bookings.
* **Formula**: sum of `GrandTotal − TipAmount` (business revenue, tip-free)
  for those bookings.

Note: this differs from the Revenue Report, which groups by booking creation
date. The YoY report uses service date because YoY analysis is usually about
operational throughput across calendar periods — "how did April 2026
compare to April 2025 in terms of service delivered?" — not booking-curve
behavior.

4\. New Customers [#4-new-customers]

Customer-acquisition metric.

* **Counts**: every customer record at your location.
* **Date axis**: `Customer.Date.Year` / `Customer.Date.Month` — the month
  the customer record was created.

Growth Rates [#growth-rates]

For every month in every year that has a prior-year counterpart, the report
calculates a growth percentage:

```
growth% = (current_year_value − previous_year_value) / previous_year_value × 100
```

Edge cases:

* If the previous year's value is zero and the current year's is non-zero,
  growth shows as 100% (cannot compute a true percentage from zero).
* If both years are zero, growth is 0%.

Filters [#filters]

* **Activities** — narrow to specific activities (applies to all four
  metrics).
* **Sources** — filter by booking source (applies to Bookings Created /
  Serviced / Revenue, not New Customers).

There is no date range filter on this report — it intentionally shows every
year of data.

Reading the data [#reading-the-data]

* **Both lines moving up together** — healthy growth. Demand and throughput
  scaling.
* **Bookings Created up but Bookings Serviced flat** — conversion problem.
  Check the Operations report.
* **Bookings Serviced up but Revenue flat** — ASP is dropping. Check
  pricing, discount usage, or shift to lower-tier products.
* **A specific month underperforming year over year** — look for what
  changed (weather, marketing campaign timing, competitor activity, staffing
  outage).

Related How-To Guides [#related-how-to-guides]

* [Use year-over-year reports](/how-to/reporting/use-year-over-year-reports)
* [Understand fiscal reports](/how-to/reporting/understand-fiscal-reports)
* [How report calculations work](/docs/reporting/how-calculations-work)