The Overview dashboard is your daily snapshot of business performance. It's the first thing you see when you open MoeGo Insights, and it brings together revenue, client, appointment, and operational data in one scrollable view.

Watch this video and discover how to optimize your dashboard insights in just a few minutes.

This article walks you through how to read and use the Overview dashboard tab.

Dashboard Navigation

🖥️ Desktop:

On your desktop, select "Insights" from the left-hand menu.
Click on "Dashboard".
Review your 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 "New Insights" in the top-right corner to switch to the new report dashboard.
Review your Insights Overview for key metrics and insights such as expected revenue, week over week sales performance, and pet demographics.

Control what data you see

1. Select Data Source

Both the dashboard and reports share the same set of global controls at the top of the page.

Business selector — Filter by one or more of your locations. All locations are selected by default. When all businesses are selected as the data source, totals appear as a single combined row.
Date range — Set a custom start and end date for the period you want to analyze.
Compare to — Compare the current period against the prior period, the previous year, or a custom period.

Exclude unfinished appointments:

When enabled, only completed appointments will be displayed on the dashboard. Data from unfinished or in-progress appointments will not be included.

2. View By & Group By Options

Get better clarity by selecting which metrics to view and how they are segmented

View By: Choose metrics such as Net Sales, Total Collected, or Total Expected to focus on what matters most.
Group By: Segment data by Day, Week, or Month for time-based insights.

3. View Detail Report (web only)

Clicking “View Detail Report” on a widget takes you to the corresponding report in the Reports section, with filters automatically set based on your dashboard settings. This allows you to explore the underlying data behind your metrics for deeper analysis.

Dashboard Widgets

Overview

The Overview Dashboard offers a clear, visual summary of your business activity, helping you quickly understand performance at a glance. Definitions of the metrics available in each widget are listed below

Key performance metrics summary

Metric	Definition
Total Non-Canceled Appointments	The total number of appointments within the selected date range, excluding any that were canceled or marked as no-show.
Total Clients Serviced	The number of client visits within the selected date range. If the same client booked multiple appointments, each appointment is counted.
Total Pets Serviced	The number of pet visits within the selected date range. If the same pet was booked for multiple appointments, each appointment is counted.
Total Expected	The total revenue expected from all invoices, including service charges, tips, and taxes, after applying any discounts and deductions. Total Expected = Service Price + Tax + Tip – Discount – Fee (e.g., client-paid processing fee, if applicable)
Total Unpaid	The unpaid balance from all partially paid or unpaid invoices where the outstanding amount is greater than zero. Total Unpaid = Invoice Total – Payments Received

Sales Summary

This widget shows how each revenue category contributes to your overall revenue

Metric	Definition
Total Collected	The total amount received from all invoices (fully or partially paid), accounting for any refunds. Total Collected = Net Sales + Collected Tips + Collected Taxes + Collected Fees Note: On the Overview Dashboard, this figure includes revenue from packages, retail items, and memberships sold within the selected date range.
Net Sales	Revenue earned after discounts and refunds, excluding tips, taxes, and client-paid processing fees. Net Sales = Total Collected – Tips – Taxes – Fees
Collected Tips	The total amount of tips collected from all paid invoices (whether partially or fully paid).
Collected Taxes	The total amount of taxes collected from all paid invoices (whether partially or fully paid).
Collected Fees	The total client-paid processing fees collected from all paid invoices (whether partially or fully paid).

Revenue By Category

See which parts of your business are bringing in the most revenue, to show where you should allocate your resources to maximize profitability.

Category Breakdown
- Displays revenue distribution across various categories, including:
  Boarding, Daycare, Grooming, Evaluation, Products, Packages, Memberships, Add-ons, Service Charges, No-Shows, and Others.
Customizable Metrics
- Easily switch between different financial metrics—Net Sales, Total Collected, and Total Expected—to analyze your data from multiple perspectives and align insights with your business goals.

Clients & Pets Summary

Provides an overview of all your clients and their pets. These widgets help you maintain accurate records, monitor visit frequency, and better understand your customer base.

Metric	Definition
Unique Clients Serviced	The number of distinct clients serviced during the selected time period. Repeat visits by the same client are only counted once.
Average Rebook Rate	The percentage of clients serviced in the selected date range who also have future appointments booked.
Average Tip Rate	The average tip amount collected across all staff members from paid appointments within the selected period.
Average Review Score	The average rating received by all staff members from Review Booster submissions and Grooming Report reviews. (Sum of Review Scores / Number of Reviews) × 5

Metric	Definition
Unique pet serviced	The number of distinct pets serviced during the selected time period. Repeat visits by the same pet are only counted once.

Appointment Summary

Get a clear and concise overview of your appointments by status (e.g., completed, canceled, no-show) and source - scheduled by staff or booked online. This helps you track operational efficiency and booking trends at a glance.

Metric	Definition
Total non-cancel appointment	The total number of appointments within the selected date range, excluding any that were canceled or marked as no-show.

Staff Sales Breakdown

Gain a comprehensive view of each staff member’s contribution to your business revenue, segmented by revenue streams, payment methods, and key performance metrics.

Staff Performance Tracking
- Monitor total sales generated by each team member and track their performance over time, including percentage growth or decline.
  - Unassigned Staff: Revenue not attributed to a specific team member will appear under this category.
Payment Method Breakdown
- View revenue categorized by payment method (e.g. card, cash, or 3rd party payment methods)
Customizable Revenue Streams
- Easily toggle between different revenue categories to focus on the segments most relevant to you:
  - Service Net Sales
    Revenue from core services such as Grooming, Boarding, and Daycare.
  - Non-Service Net Sales
    Revenue from Products, Memberships, Packages, Evaluations, No-Show Fees, and Service Charges.
  - Add-On Net Sales
    Revenue generated from optional add-on services added to appointments

How to use the Overview dashboard