💡 This page provides an overview of MoeGo's legacy reporting features and explains the key metrics available in the Overview section.

🔄 Note: This reporting section is scheduled to be sunset in the future. We encourage you to explore the new Revamped Reports section for enhanced insights and functionality.

Dashboard Navigation

🖥️ Desktop:

On your desktop, select "Insights" from the left-hand menu.
Click on "Report".
Review your old report Dashboard Overview for key metrics and insights such as expected revenue, week-over-week sales performance, and pet demographics.

📱App:

In the app, select "Insights" from the left-hand menu.
Tap "Old Insights" in the top-right corner to switch to the old report dashboard.
If you see "New insights" in the top-right corner, it means you are already on the old report dashboard.
Review your Overview for key metrics and insights such as expected revenue.

Dashboard Overview

Use the date range selector to view metrics for a specific time period.
Sales data shown on the dashboard is based on the sale date, which corresponds to the appointment date.
The old dashboard supports selecting a date range of up to one year only.

Overview Trend Graph

Analyze your business performance by comparing collected revenue trends to the previous period.
For example, if the selected date range is 7/20–7/26, the comparison will be made against the last period 7/13–7/19.

Dashboard Metrics

Note: In the old report, the boarding appointment data is displayed based on the appointment start date.

In the old report, collected revenue excludes standalone product sales, memberships, no-show fees, and packages.

Metric	Definition
Collected Revenue	The total amount received based on the "Total Payment" field from invoices for all appointments within the selected date range. Collected Revenue = collected service price + collected service charge + collected tips + tax + Collected Product price (sold with appointment) - discount + processing fee by client
Expected Revenue	The sum of "Total" field from the invoice, of all appointments within the selected date range. Expected Revenue = Unpaid Revenue + Collected Revenue
Collected Service Price	collected service and add-on price
Expected Service Price	service and add-on price on the invoice

Client & Pet

🖥️ Desktop Metrics:

Metric	Definition
Total Appointments	The total number of non-cancelled appointments within the selected date range.
Total Pets	The total number of pets scheduled for services. Note: If the same pet has multiple appointments, each appointment is counted individually.
Total Clients	The total number of unique clients who have scheduled services. Note: If a client booked multiple appointments, they are counted only once.
New Client	A client whose profile was created within the selected date range and who has at least one appointment scheduled during that same period.
Existing Client	A client whose profile was created before the selected date range, but who has at least one appointment scheduled within the selected date range.

📱App:

Metric	Definition
Recurring Clients	Clients who have repeat appointments scheduled and have at least one appointment booked within the selected date range.
Non-recurring Clients	Clients who do not have repeat appointments scheduled but have at least one appointment booked within the selected date range.

Employee overview

Expected Revenue

Metric	Definition
Staff - Expected Revenue	The sum of the "Total" field from invoices for all appointments assigned to the staff within the selected date range. For appointments with multiple staff members, tax amount is distributed based on the services each staff member provided.
Staff - Total expected service price	The total price of assigned services and add-ons for the staff member. If a service is performed under multi-staff mode, the price is split based on the predefined ratio.
Staff - Total Appointments	The total number of appointment tickets the staff is assigned to within the selected date range, including both completed and upcoming appointments.
Staff - Total Pets	The total number of pets the staff is assigned to within the selected date range. Note: Each pet is counted once per appointment ticket, regardless of service count.

Collected Revenue

Metric	Definition
Collected Revenue	The total amount received based on the "Total Payment" field from invoices for staff assigned appointments within the selected date range. For appointments with multiple staff, the tax amount will be distributed by the service provided.

Payment Method Overview

Use the dropdown menu to filter by individual staff or view data for all staff combined.
This table displays total sales categorized by payment method type, helping you analyze how clients are paying for services.

MoeGo Reports - Dashboard