Help CenterBusiness Intelligence provides a comprehensive, data-driven view of business performance across revenue, operations, client growth, forecasting, and retention. By consolidating key metrics into a single reporting suite, business owners and managers can quickly understand what is driving growth, identify operational trends, measure client loyalty, monitor future demand, and make informed decisions. The reports compare performance across selected date ranges and provide actionable insights into revenue generation, facility utilization, client acquisition and retention, package liabilities, upcoming bookings, and outstanding balances. Together, these reports help operators optimize capacity, improve profitability, strengthen client relationships, and proactively plan for future business needs.
Reports are run per location.
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Revenue - Total revenue split by service line, plus visits and average ticket per line so growth decomposes into volume vs rate.
Revenue by service line: Net revenue grouped by service line: Boarding, Daycare, Grooming, Special Services, Training, Retail/Other. Retail/Other = POS items not attached to a service reservation.
Visits: Boarding = stays with checkout date in period (one stay = one visit).
Daycare = check-ins.
Grooming = completed appointments.
Average ticket: service-line revenue / service-line visits for the same period.
New vs returning revenue: "New" = revenue from clients whose first-ever completed transaction falls in the period. All other revenue is returning.
Boarding - Hotel-style occupancy, rate, and yield metrics per run.
Occupancy %: Occupied run-nights / available run-nights.
Available = active runs x nights in period, excluding out-of-service runs/nights.
The list shows by run type.
ADR (Average Daily Rate): Boarding revenue / occupied run-nights.
Lodging only - add-ons excluded.
RevPAR (Revenue per Available Run-Night): Boarding revenue / available run-nights, occupied or not.
Avg length of stay: Total nights of stays with checkout in period / count of those stays.
Booking window / cancellations: Check-in date - appointment created date for stays starting in period.
Cancellation rate: Appointments canceled / appointments scheduled to start in period.
Daycare - Attendance and utilization by day of week, plus package economics.
Avg attendance / utilization by weekday: Check-ins on that weekday / count of that weekday in the period.
Utilization: Average attendance / configured daycare capacity for that weekday.
Visit frequency: Daycare visits / distinct pets attending, normalized to a 30-day month.
Full/half day mix: From the booking type on the reservation.
Client Growth - The growth question on one page: how many clients we served, how many were new vs returning, what each group spent, and whether the total client base is growing.
Clients served (new vs returning): Distinct clients with >=1 completed visit in the period. New = The client's first-ever completed transaction falls in the period.
Returning = All other clients.
Revenue split: Revenue in the period from new clients vs returning clients.
By service line: For each service line: Distinct clients served this period, split new vs returning.
New per line = new clients whose first service was that line. A client using two services counts in both lines, so the lines sum to more than total clients served. This shows where repeat business lives - e.g. boarding may retain strongly while grooming clients never come back (or vice versa).
Total client base: Distinct clients with >=1 visit in the trailing 12 months, measured at period end.
This is the growth line: if it is rising, the business is gaining more clients than it is losing.
Packages & Deferred Revenue – What packages have been sold but not yet delivered (outstanding liability).
Sold / redeemed / expired: Packages sold = purchases in period.
Visits redeemed = package units consumed in period.
Expired = packages whose expiry passed in period with unused package days remaining.
Breakage rate: Value of expired-unused package days / value of all package days sold, trailing 12 months.
Deferred revenue liability: Per type at period end: Unused package days x per-unit price paid (actual price from the purchase, not list price).
Types: daycare packages, boarding deposits/prepaid, gift cards.
Expiring in 30 days: Packages with expiry inside the next 30 days from period end, with unredeemed value and count.
Booking Forecast – What appointments are booked for the next 30, 60, 90 days.
Revenue on the books: Sum of expected revenue for confirmed, non-canceled reservations with service dates in the next 30/60/90 days from today, valued at booked rate including add-ons.
Reservations on the books: Count of those reservations per date range.
Booked boarding occupancy: Boarding run-nights reserved / run-nights available in the date range.
Client Value & Retention – This is a long-view report that includes active base, multi-service depth, revenue concentration, and the pet-age demand forecast.
Active clients/pets: Clients with >=1 completed visit in the rolling 30/90/365 days from period end.
Active pets: Pets with >=1 completed visit in the rolling 30/90/365 days from period end.
Services per client: Distinct service lines purchased in trailing 12 months, bucketed 1 / 2 / 3+, as % of active-365 clients.
Revenue per client ($): Trailing-12-month net revenue / active-365 clients.
Also broken out by services-per-client bucket (1 / 2 / 3+).
Top 10% share: Rank active-365 clients by trailing-12-month revenue.
Avg client tenure: Average (period end - first transaction date) across active-365 clients, in years.
Accounts Receivable – Shows who owes money and how long it’s overdue.
Outstanding balance: Sum of unpaid invoice balances (invoiced minus payments and credits). Unapplied credits and prepayments show as negative amounts.
Aging: Payment is due when the service is completed, so balances age from the service completion date (checkout / appointment complete) - no due-date field needed.
Past due (over 7 days) %: Share of the total Accounts Receivable older than 7 days.
As-of behavior: This is a balance report or a snapshot as of today with a comparison snapshot from 30 days ago. It ignores the period picker.
Key Points
· Revenue Performance: Analyze revenue, visits, average ticket, and new versus returning client revenue across all service lines.
· Boarding Analytics: Track occupancy, average daily rate (ADR), RevPAR, length of stay, booking behavior, and cancellation trends.
· Daycare Insights: Monitor attendance, utilization, visit frequency, and service mix to maximize capacity and package effectiveness.
· Client Growth: Measure new and returning client trends, revenue contributions, and overall client base growth over time.
· Packages & Deferred Revenue: Understand outstanding liabilities, package usage, expirations, and future redemption obligations.
· Booking Forecasting: View confirmed appointments and expected revenue for the next 30, 60, and 90 days to support staffing and operational planning.
· Client Value & Retention: Evaluate customer lifetime value, active client trends, service adoption, retention, and revenue concentration.
· Accounts Receivable: Monitor unpaid balances, aging receivables, and collection risks to improve cash flow management.