How to read and use BookHero reports: a complete guide to all 5 screens

Most management decisions in a small business boil down to one of five questions. Did I sell more or less this week? Where is the money coming from? Am I leaving slots empty? Are my clients coming back? Which employee performs best? BookHero answers each one with a different report, and this guide walks you through all five.

If you only want a deep dive into revenue (five inner views, weekly routine, pricing decisions), skip ahead to the dedicated guide. This article is the panorama: a top-down look at the five reports and how to navigate between them.

Where they live and how they're organised

In the dashboard side menu, under Reports. The page opens by default on the 'Overview' tab (if you have full access) or straight on 'Employees' (if you only see your own data as an employee).

The date picker: presets and custom ranges

The date picker is the most important control on the page. Almost every reporting decision starts with picking the right period. BookHero ships seven ready presets for the most common cases, plus a custom range.

The five reports, side by side

Each tab was designed to answer one question. Don't try to read everything at once: pick the question, open the right tab, close it and move on.

Overview: the dashboard you open every morning

It's the first tab and the one that opens by default. It shows you a four-KPI summary of the period, a daily area chart of revenue, the list of best-selling services in the period, and the queue of upcoming bookings (this last one ignores the date filter and always shows what's coming).

Revenue: where the money comes from

If Overview tells you how much you billed, Revenue tells you where it came from. Three KPIs at the top (total, completed bookings, average ticket), a daily area chart of the revenue curve, and three detail blocks below: revenue by service, revenue by category, revenue by employee.

Bookings: volume, status and peak hours

The Bookings tab is not about money. It's about volume and state. It's the right report to answer 'did I get a lot of no-shows this week?' or 'when am I packed?'. Four KPIs at the top: total, completed, cancelled, no-shows, each with its own percentage.

Below the KPIs comes the bookings 'timeline': stacked bars, per day or per month depending on the period, with colours separating completed, confirmed, cancelled and no-shows. Next to it sits a donut chart with the status distribution across the whole period, and a histogram of bookings per hour of day (0h to 23h). At the bottom, a table of the most booked services with count, share and revenue.

Clients: is your business growing or just spinning?

A healthy business has clients who come back. The Clients tab shows you exactly that. Four KPIs: total clients (lifetime, ignores the period), new in period, returning in period (clients who existed before and came back), average visits per returning client.

Employees: leaderboard, occupancy and commissions

The last tab, Employees, answers 'who's performing and who's got empty slots?'. It's also the only tab available to 'employee' and 'basic' profiles (filtered to their own seat). For owner and manager, it shows everything.

Below the KPIs sits a 'leaderboard' table with every employee (including invited but pending seats and the owner). Each row has: rank, name with avatar, booking count, revenue, commission, occupancy (coloured bar + percent) and hours worked. Below, horizontal bar charts with top 10 by revenue, top 10 by commission, ranked occupancy (dark green above 80%, light green between 50% and 80%, grey below) and hours worked vs free per employee.

Who sees what: permissions

Not every user sees the same thing. BookHero has two distinct report permissions:

What this means in practice: if you want to give a manager full read access to the reports, give them the 'manager' role in Employees. If you want a staff member to see their own bookings, commission and occupancy but not their colleagues', leave them on 'employee'.

Weekly reading routine: 4 steps

1. 1

   Monday morning, open 'Overview' with 'Last 7 days'

   30 seconds. Confirm last week is in line with the previous one. If any KPI looks off, take a mental note of which tab you'll dig into (Revenue or Bookings).

2. 2

   Hop to 'Bookings' with the same period

   Look at the status donut. If no-shows exceed 5%, that's your cue to enable reminders or a confirmation policy. Check the hourly histogram: the busiest hours are where you most need staff available.

3. 3

   Open 'Clients' with 'This month'

   Compare new vs returning in the stacked bars. If the returning bar is shrinking, you're losing base; launch a retention campaign. If it's stable and new ones are climbing, you're growing the healthy way.

4. 4

   Wrap up on 'Employees' with 'Last 30 days'

   Look at the occupancy column in the leaderboard. Anyone above 80% needs relief (or a raise, if they keep quality). Anyone below 50% needs more bookings (or a review). Cross with revenue: sometimes, high occupancy with low revenue means services are priced too cheap.

5. 5

   Once a month, do the deep Revenue dive

   Once a month set aside 30 minutes for the Revenue tab proper, with the dedicated guide. Pricing decisions, service mix and team focus are born there.

Things that look like they're there but aren't

To save you hunting around, here's what reports don't have yet (this evolves fast, keep an eye out):

• CSV/Excel export directly from the page. Data lives in Supabase; for a raw export, ask support.
• Automatic comparison to the previous period. You have to switch the preset manually to the comparison window.
• A standalone financial report for products sold. Products show up aggregated under 'Products' on the Revenue tab; the per-product detail is marked 'coming soon' on the Bookings tab.
• Filters by employee, service or payment method inside each report. The only filter is by period. For cross-cuts, lean on the Employees leaderboard.

Frequently asked questions