This page serves as a comprehensive reference for understanding key metrics within the newly revamped MoeGo Insights reports. It is designed to help you accurately interpret your data, track performance, and make informed business decisions with confidence.
Related Reading:
Report Metric Definition
1. Finance Reports
All finance reports display data based on the payment transaction date—that is, the date the payment was processed, not when the service was performed.
⚠️ Note: The payment date may not align with the sales date of an appointment, especially if payments are processed at a different time than when the service was rendered.
Currently Finance Report doesn't include a specifc column for no-show fee and memberships. However, the total collected/total payment will include these fees.
Payment Summary Report
Provides a high-level view of total payments collected, broken down by payment method, payment date, or sales date.
⚠️ Important Note: Evaluation, Membership, No-Show Fee, and Other items currently are not displayed in separate columns like retail or package in the payment summary report. However, their sales data is included in the total collected or expected amounts.
You can select "Group by: Category" to view the specific data for Evaluation, Membership, No-Show Fee, and Other.
Metric | Definition | Formula |
Total Collected | The total amount received from all invoices (fully or partially paid), accounting for any refunds. |
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Total Service/Add-on/Service Charge/Product/Package Sales | Net sales for the specific category. | Total Sales = price listed on invoice Sales will only display the paid amount in the payment summary/transaction report
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Total Processing fee by client | The processing fee you've collected from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Total Processing Fee | The processing fee amount MoeGo Pay deducts from your MoeGo Pay balance before sending out your payout | MoeGo Pay Processing fee Rate |
Total Tips | Total Collected Tips |
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Total Taxes | Total Collected Taxes |
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Total Deposit | Total Collected Deposit |
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⚠️ Important Note:
Avoid directly comparing the Payment Summary Report in the revamped reporting system with the Sales by Payment Method report from the legacy version.
There may be data discrepancies due to differences in data synchronization timing and reporting logic.
The Payment Summary Report displays data based on the payment transaction date (i.e., when the payment was processed).
The Sales by Payment Method report (legacy) displays data based on the sales date, typically aligned with the appointment start date.
Additionally, this report does not include sales from retail items, packages, or memberships, which may result in differences when compared to the new revamped reports.
Payment transaction report
Payment Amount | The total amount received from all invoices (fully or partially paid), accounting for any refunds. | Payment Amount = Total Service&Add-on Sales + Service Charge Sales + Total Tips + Total Taxes + Total Processing fee by clients (+ package/membership/product sales if any) |
Total Service/Add-on/Service Charge/Product/Package Sales | Net sales for the specifc category. This will be displayed as a negative number if the Transaction Type is Refund | Total Sales = price listed on invoice Sales will only display the paid amount in the payment summary/transaction report
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Total Processing fee by client | The processing fee you've collected from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Total Processing Fee | The processing fee amount MoeGo Pay deducts from your MoeGo Pay balance before sending out your payout | MoeGo Pay Processing fee Rate |
Transaction Type | Each transaction will be categorized as Sale or Refund, depends on the processed transaction
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Payment Method | Options: Credit Card/Cash/Venmo, etc. All the payment methods you've used for each specific payment. |
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Charge Status | Charge status for each transaction record will be recorded as Success or Failed. |
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invoice ID/Booking ID | Unique ID for each invoice or appointment. You can click on the ID to view more details for invoice/appointment |
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Transaction Date/Time | Date and time the transaction is processed |
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Sale Date | The appointment start date or the product/package sale date |
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2. Sales Report
All Sales reports display data based on the sales date--- appointment date, or sales date for retail, package, and membership.
Sales summary report
Metric | Definition | Formula |
Total Expected | The invoice total amount includes service/add-on price, service charge, tip, tax, and deducting discount. | Total Expected = Total Net Sales + Total Tips + Total Taxes + Total Fees
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Total Unpaid | Invoice unpaid balance | Sum all invoice remaining unpaid balances |
Total Gross Sales | Service Price before Discount | Total Service Price on invoice (includes all service items, service, add-on, product, and package) |
Total Net Sales | Service Price after Discount | Total Service price - Total Discount |
Total Collected | The total amount received from all invoices (fully or partially paid), accounting for any refunds. |
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Total collected fees | The processing fee you've collected from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Total Collected Tips | Total Collected Tips |
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Total Collected Taxes | Total Collected Taxes |
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Total fees | The processing fee listed on the invoice that you will be collecting from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Total Tips | Total Tip amount listed on all invoices |
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Total Taxes | Total Taxes amount listed on all invoices |
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Total Deposit | Total Deposit |
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Total Discount | Total Discount listed on invoice |
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Total Refund | Total Refunded Amount |
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Sales invoice report
Metric | Definition | Formula |
Invoice/Client ID | Unique ID for invoice or client. You can click on the ID to check more invoice details or client profile details. |
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Total Expected | The invoice total amount includes service/add-on price, service charge, tip, tax, and deducting discount. | Total Expected = Net Sales + Tips + Taxes + Fees
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Total Unpaid | Invoice unpaid balance | Sum all invoice remaining unpaid invoice balances |
Total Collected | The total payment listed in the invoices. | Total Collected = Net Sales + Collected Tips + Collected Taxes + Collected Fees |
Gross Sales | Total Service Price before Discount (includes all service items, service, add-on, product, and package)
| Gross Sale = Total Service price
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Net Sales | Total Service Price after Discount
| Total Service Price - Total Discount
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Service/Add-on/Service Charge/Product/Package Gross Sales | Specifc item (service/add-on/service charge/product/package) Price before discount |
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Service/Add-on/Service Charge/Product/Package Net Sales | Specifc item (service/add-on/service charge/product/package) Price after discount |
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Collected Fees | The processing fee you've collected from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Collected Tips | Total Collected Tips |
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Collected Taxes | Total Collected Taxes |
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fees | The processing fee listed on the invoice that you will be collecting from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Tips | Total Tip amount listed on invoice | For Boarding:
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Taxes | Total Taxes amount listed on the invoice | For Boarding:
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Deposit | Total Deposit |
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Discount | Discount listed on invoice |
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Refund | Refunded Amount |
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Service/Add-on/Package/Product Taxes | The portion of Taxes for specific items |
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Daily Sales Report
The Daily Sales Report helps you review your total sales for a specific day — usually at the end of your business day.
Unlike the standard Sales Report, this report displays results based on the checkout date, not the appointment start date.
Example
If you select the date range 10/28 – 10/28, and you have a boarding appointment that starts on 10/28 but checks out later, it will not appear in this report.
Only appointments checked out on 10/28 will be included.
Metric | Definition | Formula |
Total Expected | The invoice total amount includes service/add-on price, service charge, tip, tax, and deducting discount. | Total Expected = Total Net Sales + Total Tips + Total Taxes + Total Fees
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Total Unpaid | Invoice unpaid balance | Sum all invoice remaining unpaid balances |
Total Net Sales | Service Price after Discount | Total Service price - Total Discount |
Total Collected | The total amount received from all invoices (fully or partially paid), accounting for any refunds. |
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Total fees | The processing fee you've collected from clients (MoeGo Pay fee by client) | According to the processing fee rate you've set up in MoeGo Pay > Credit card processing fee setting |
Total Collected Tips | Total Collected Tips |
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Total Collected Taxes | Total Collected Taxes |
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Total Discount | Total Discount listed on invoice |
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Total Refund | Total Refunded Amount |
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Daily Sales invoice Report
The Daily Sales Invoice Report lists each individual invoice within the selected date range, also based on the checkout date.
This allows you to see a detailed breakdown of transactions completed during that period.
Metrics
All metrics follow the same structure and definitions as the Sales Invoice Report, except the “Sale Date” column is replaced with “Checkout Date.”
Tips Report (Beta)
The Tips Report (Beta) allows you to review both business tips (unallocated tips, specifically from Boarding/Daycare appointments, Add-on with no staff assigned) or and individual staff tips, helping you track tip distribution across your team.
You can group the Tips Report by assigned staff, payment method, care type, client name, or appointment status to view tips from different perspectives.
All data in this report is displayed based on the appointment date.
Metric | Definition | Formula |
Total Tips | Total Tip amount listed on invoice |
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Total Collected Tips | Total Collected Tips |
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Total Appointments | Total number of appointments that the displayed tip comes from |
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Tips per appointments | Average Tip per appointment | Total Tip/ Total Appointments |
3. Appointments Report
All Sales reports display data based on the appointment date; only sales related to appointments will be displayed.
Retail, package, and membership are not included in these reports.
Grooming Appointment Summary Report
Metric | Definition | Formula |
Total Appointments | All appointments created, including cancelled and no-show appointments. |
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Total client/pet serviced | Total number of clients/pets serviced (includes duplicates). |
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Total Net Sales | Total Grooming Service Price after Discount ( add-on sale is not included) |
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Average Price per ticket
| Average service price per invoice, excluding canceled appointments. | Average Price per ticket = Total expected of non-canceled appointments / number of appointments |
Average Tip Rate | Total tips received from non-canceled appointments divided by total gross sales. | Sum tip/Gross Sales |
Online Booking Rate | Percentage of appointments created via online booking among all appointments within selected date range |
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Average Rebook Rate | Percentage of clients who have a future appointment scheduled out of all clients. | Average rebook rate = number of unique rebook clients/ number of unique served clients |
Grooming/Boarding/Daycare Appointment List Report
Metric | Definition |
Average Review Score | The review scores received for the appointment. |
4. Employee Report
All employee reports display data based on the appointment date/sales date.
Staff performance report
Metric | Definition |
Average earnings per staff | Average net sale per staff per day. Average Earnings per Staff = Total Net Sales / (Number of Staff * Working Days) |
Average earnings per ticket | Average net sale per invoice, excluding canceled appointments. Average Earnings per Ticket = Total Net Sales / Number of appointments |
Average earnings per pet | Average net sale per pet serviced (de-duplicated). Average Earnings per Pet = Total Net Sales / Number of Pets Serviced |
Average earnings per day | Net sale/number of days within selected date range. |
First-time client | Have 1 upcoming or 1 finished appointment within the selected time range. |
Returning client | Have more than 1 finished appointment within the selected time range. |
Utilization | Total estimated hours divided by total working hours for each staff |
Grooming report sent rate | The percentage of completed appointments for which a grooming report was successfully sent to the client.
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Average tip rate | The total sum of receivable tips from non-canceled appointments / Gross sale. |
Rebook rate by pet/clients | The percentage of pets or clients who had at least one completed appointment during the selected period and at least one future (non-canceled) appointment scheduled after that period, divided by the total number of pets or clients with at least one completed appointment in the selected period. |
5.Clients Insight
Summary view to understand client distribution and behavior in each demographic.
Client & pet summary
Metric | Definition |
Prospect clients | Have a profile created but no |
First-time client/pets | Have 1 upcoming or 1 finished appointment within the selected time range. |
Returning client/pets | Have more than 1 finished appointment within the selected time range. |
Second-time Client/pets | Have 1 finished appointment before the start time of the selected time period. |
Client on Recurring Schedule | Client scheduled with repeat appointments series. |
Rebooked clients | Clients who had at least one completed appointment during the selected period and at least one future (non-canceled) appointment scheduled after that period. |
Average Review Score | The average review scores received for the group of clients. |
Store Credit & Package Redeem Summary Report
The Store Credit Summary Report and Package Redeem Summary Report help you track the total redeemed amount or value for store credits and packages within a selected date range.
These reports provide an overview of all redemptions processed during that period, making it easy to reconcile and review your business activity.
Store Credit Audit Log & Package Redeem Report
The Store Credit Audit Log and Package Redeem Report provide a detailed record of each individual redemption tied to its corresponding invoice within the selected time frame.
Use these reports when you need to review specific transactions, confirm redemption activity, or verify invoice-level details.
Frequently Asked Questions
Why is the sales number in “Total Collected” on the Dashboard different from the “Total Collected” in the Payment Summary Report in the same period?
The Dashboard is based on the appointment date, whereas the Payment Summary Report is based on the transaction date. This can cause a discrepancy between the two totals.
Which sales metrics I can refer to when I need to exclude taxes and tips?
Gross Sales and Net Sales do not include taxes and tips.
Why the “Total Appointments” metric is higher than their “Total Bookings”?
Total Appointments includes all appointment statuses, whereas Total Bookings only includes completed appointments, excluding canceled and no-show statuses. Therefore, Total Appointments are usually higher than Total Bookings.