If you offer appointments, services, or rentals, having the right numbers in front of you can make day-to-day decisions much easier. Your CRM dashboard now gives you more ways to track revenue, booking activity, staff performance, coupon results, and inventory status so you can quickly see what’s working and where attention is needed.

📌 Why This Matters

Small business owners often have to make fast decisions without digging through multiple reports. With expanded dashboard and reporting widgets for services and rentals, you can keep an eye on sales, booking trends, overdue rentals, deposits, and team performance all in one place. This helps you spot missed revenue opportunities, reduce follow-up gaps, and make better decisions about promotions, staffing, and availability.

✨ What’s New

• Service reporting widgets: You can now view more service-related data, including revenue, coupon performance, staff rankings, and location-level insights directly in your dashboard and custom reports.
• Rental reporting widgets: Track rental revenue, inventory status, deposit collection, and booking stages like upcoming, active, overdue, and unconfirmed.
• Easier report navigation: Appointment Count by Service and Appointment Count by Service Category are now grouped under the Services section, making reports easier to find.
• Cleaner appointment tracking: Appointment count now reflects meetings only, while service and rental bookings have their own dedicated reporting widgets.
• More reporting flexibility: These widgets are also available in quick filters and custom metrics for deeper reporting views.

🛠️ How to Use It

1. Step 1: In your CRM settings, make sure Services and Rentals are enabled in your calendar settings if your business uses them.
2. Step 2: Go to your Dashboard or open the Custom Reports builder inside your account.
3. Step 3: Open the widgets library under the Appointments area to find the full set of meeting, service, and rental widgets.
4. Step 4: Add the widgets that matter most to your business, such as service revenue, coupon usage, rental status, deposits collected, or staff rankings.
5. Step 5: Review these reports regularly to catch overdue rentals, compare top-performing services, and monitor which offers are bringing in sales.

💡 Pro Tip

If you review service revenue, coupon results, and overdue rentals each week, you can quickly fix lost-sales issues and focus more on the offers that bring in the most money.