MoeGo Insights uses specific terms consistently across every report and dashboard. Understanding what each term means — and why it's defined the way it is — helps you read your data with confidence and avoid common confusion.
This article covers the key concepts. For a full list of metric definitions organized by report, refer to the individual report articles in this collection.
Date basis: transaction date vs. sale date
Different reports in Insights are based on different date fields. This is one of the most common reasons you may see different totals in two reports for the same time period.
Date type | What it means | Reports that use it |
Transaction date | The date the payment was processed | Payment Summary, Payment Transaction |
Sale date / Checkout date | The date the invoice was checked out (service delivered) | Sales Summary, Sales Invoice |
Appointment date | The scheduled date of the appointment | Grooming Appointment reports, Staff Performance, Client & Pet Summary |
Create date | The date the appointment was created in the system | Available as a Group by or filter option in several reports |
📝 Note: If a client paid a deposit on one date but checked out on a different date, the payment will appear in the transaction date period when the deposit was taken, and the appointment will appear in the sale date period when it was checked out.
This is expected behavior, not a discrepancy.
Gross sales vs. net sales
Both metrics measure revenue, but they include different deductions.
Metric | What it includes | Formula |
Gross sales | Total sales before any deductions — includes all invoice item types (services, add-ons, products, packages, memberships, no-show fees). Tips and taxes are excluded. | Invoice item unit price × quantity |
Net sales | Revenue actually earned after discounts and refunds are removed. Tips, taxes, and client-paid processing fees are excluded. | Gross sales − discounts − refunds |
📝 Note: If a package or membership was applied to an invoice, the gross sales amount reflects the price after that deduction.
Total expected, total collected, and unpaid
These three metrics together give you a full picture of your revenue status for any period.
Metric | What it means |
Total expected | The full amount owed across all invoices — includes service price, add-ons, tips, taxes, and client-paid fees, after discounts. This is what you should collect in total. |
Total collected | The actual amount received so far (fully or partially paid invoices), after any refunds. Includes net sales + tips + taxes + client-paid fees. |
Total unpaid | The outstanding balance. Any invoice with a remaining balance greater than $0 counts as unpaid. |
Formula: Total unpaid = Total expected − Total collected
Payment status vs. charge status
These are two separate concepts that are easy to confuse.
Term | What it tracks | Possible values |
Payment status | Whether the invoice has been paid, based on the amount received | Unpaid / Partial paid / Fully paid |
Charge status | The result of a specific payment transaction attempt | Success / Failed |
Example: an invoice can be partially paid (payment status) because one card charge succeeded and a second failed (charge status).
Processing fee vs. processing fee by client
Both appear in your payment reports and refer to different things.
Term | What it means | Who bears the cost |
Processing fee | The fee MoeGo Pay deducts from your payout when a client pays by credit card. It does not appear on the client's invoice. | Your business |
Processing fee by client | An optional feature that adds the processing fee to the client's invoice as a separate line item (shown as a convenience fee). The business receives the full invoice amount. See Processing fee by clients for more details 👈 | The client |
📝 Note: The processing fee by client feature must be turned on manually in MoeGo Pay settings. If it's not enabled, this column will always show $0.
Unique count vs. duplicate count
Some metrics count each client or pet once per period. Others count every appointment separately. Knowing which type of metric a metric uses determines how you interpret it.
Count type | How it works | When it's useful |
Unique count | Each client or pet is counted only once, even if they had multiple appointments in the period | Measuring how many distinct clients you served |
Duplicate count | Every appointment is counted — one client with 3 visits = 3 | Measuring total appointment volume or service activity |
Example: if you served 20 clients but 5 of them came in twice, your unique clients serviced = 20 and your total appointments = 25.
Rebook rate
Rebook rate measures how many of your clients leave with a future appointment already scheduled.
A rebooked client is a client who had at least one appointment during the selected period and has a new appointment booked after the period's end date.
Average rebook rate = count of unique rebooked clients ÷ count of unique clients serviced × 100%
A higher rebook rate means more of your clients are pre-scheduled rather than booking on an ad-hoc basis — which is a strong indicator of client retention.
Utilization
Utilization measures how efficiently a staff member's available working time is being used for appointments.
Formula: Total service duration ÷ Total available work time × 100%
Total available work time is based on the staff member's clock-in/out time or their scheduled shift time, whichever is recorded.
A utilization of 80% means a staff member spent 80% of their working hours actively in appointments. The remaining 20% was idle time between services.
Care type and service sales vs. non-service sales
Care type is how Insights categorizes the source of each sale.
Care type | What it includes |
Grooming | Revenue from grooming appointments and add-ons |
Boarding | Revenue from boarding reservations |
Daycare | Revenue from daycare appointments |
Non-service sales | Revenue from items not tied to a service appointment — products, memberships, packages, evaluations, no-show fees, and service charges |
📝 Note: For Boarding & Daycare businesses, care type names can be customized and will appear as customized in your reports.
Assigned staff, created staff, processed by, and paid by
Several staff-related fields appear across reports. They refer to different people involved in a single appointment.
Field | Who it refers to |
Assigned staff | The staff member assigned to perform the service |
Created by / Created staff | The staff member who created the appointment in MoeGo |
Processed by | The staff member who finalized checkout and processed the payment |
Paid by | The client who made the payment |
These four fields can refer to different people on the same appointment — for example, a front desk staff member creates the appointment and processes checkout, while a groomer is the assigned staff.