The value for your selected period

A comparison to the previous period or year-on-year, so you can see whether the number is trending up or down

Total revenue — total completed-invoice revenue (including VAT) in the selected period

Average invoice value — total revenue ÷ count of completed invoices

Revenue per client — net (ex-VAT) completed revenue ÷ distinct clients invoiced in the period. This counts clients who transacted in the selected range, not the 12-month active base

Revenue per consult — average linked-invoice value across consult appointments

Receivables due — outstanding balance on unpaid or part-paid invoices not yet overdue, as of the selected end date

Receivables overdue — outstanding balance on invoices past their due date, as of the selected end date

Refunds — total completed refunds in the period

Credit notes — total issued credit notes in the period

Write-offs — total issued write-offs in the period

Discount index — discount as a share of pre-discount value across completed-invoice line items

Plan revenue % — plan-linked invoice-line revenue as a share of completed revenue

Payment method mix — breakdown of how clients are paying

Top services by volume and Top products by volume — your most-used services and products

Total appointments — appointments started in the period, excluding cancelled

Appts per employee — appointments divided by distinct main employees

Avg duration — average scheduled appointment duration, excluding cancelled

Cancellation rate — cancelled appointments divided by all appointments in the period

No-show rate — no-shows divided by all appointments in the period

Modification rate — appointments modified more than one hour after booking, divided by all appointments in the period

Start/end variance — average actual appointment duration minus scheduled duration

Booking source mix — a breakdown of appointments by how they were booked (for example, online, phone, or walk-in)

Appointments by type — a breakdown of appointments across your appointment types

Appointments by status — a breakdown across confirmed, completed, cancelled, and no-show

New clients and New animals — created in the selected period

Active clients — clients with an appointment or invoice in the 12 months before the selected end date

Active animals — animals with an appointment in the 12 months before the selected end date

Registered clients — non-archived clients as of the selected end date

Registered animals — non-archived, living animals as of the selected end date

Lapsed clients — clients with activity 13–24 months ago and no activity in the last 12 months

Registered animals by species — a breakdown of your animal base by species

Revenue per employee — seller-attributed revenue (net of VAT) divided by distinct sellers active in the period

Revenue per hour — completed revenue divided by total scheduled employee hours. This metric always reflects the whole store — the Employees filter does not apply here

Utilisation — booked appointment minutes divided by total scheduled employee hours

Staff leaderboard — a ranked table showing each team member's service sales, average transaction value, appointments, and average appointment duration

Revenue per vet — vet-attributed revenue divided by distinct vets active in the period

Revenue per vet hour — vet-attributed revenue divided by scheduled vet hours in the period

Vet utilisation — vet booked appointment minutes divided by scheduled vet hours

C2:C1 ratio — follow-up consults within 28 days divided by new consults

Vaccination compliance — active animals with a future vaccination next-due date

Flea/worm compliance — active animals with an anti-parasitic or other preventive schedule not overdue on the selected end date

Anaesthetics / 100 consults — anaesthetic and sedation service lines per 100 consult appointments

Lab/imaging/dental per consult — lab, imaging, diagnostic, and dental service lines divided by consult appointments

Check the Overview tab weekly at a consistent time (e.g. Monday morning) to build a rhythm and spot trends early

Use the Employees filter on the Staff tab to review an individual team member's performance before a one-to-one

Use the Clinical tab to identify animals overdue for vaccination or parasite prevention before running a recall campaign

If Receivables overdue is growing, investigate overdue invoices in your billing section

Use Top services by volume and Top products by volume before stock ordering to align inventory with demand

For multi-site groups, switch to the company-level view and use the Stores filter to compare locations side by side

After launching online booking, use the Appointment Sources filter on the Appointments tab to measure adoption