Why does an appointment from next week show up in this month's Expected Revenue?

Appointment invoices use the appointment's start time as their revenue date. A draft invoice for an appointment inside the selected range counts as expected revenue for that range.

Why does Gross Revenue differ from what I collected?

Gross Revenue is what you billed on finalized invoices. Compare Unpaid Revenue to see what is still open, and Tips Collected for amounts paid above invoice totals.

What does the ≈ sign mean?

At least one invoice in the range was in another currency and was converted to your salon currency, so the total is approximate.

Financial report explained

The Financial & Revenue Analytics report shows what you billed, what you collected and what you gave away in discounts and refunds. Open it from Reports in the sidebar.

How the report reads your data

Date range. Pick a range in the top right. The default is the current month up to today. Days follow your salon's timezone. The refresh button next to it reloads every card.
Revenue date. Invoices are placed in the range by their revenue date. For an appointment invoice this is the appointment's start time, and it moves if you reschedule. For a custom invoice it's the date you created it.
Finalized vs draft. Revenue numbers only use finalized invoices. Draft invoices appear only as Expected Revenue and in the Invoice Breakdown.
Refunds. Refunds are never subtracted from revenue. A refund is an operational cost, so it has its own number: Refunds Issued.
Currencies. Invoices in another currency are converted to your salon currency at the exchange rate of the invoice's revenue date. When that happens, the amount shows "≈".
Comparison. Each summary card compares the range with the same number of days right before it.
Who sees what. Members with the User role see only their own invoices and payments. Administrators, Super Administrators and Owners see the whole salon.

Revenue card

Use the menu on the card to switch between these metrics.

Metric	What it shows	How it's calculated
Gross Revenue	Everything you billed	Sum of the totals of finalized invoices in the range, tax included.
Net Revenue	Revenue without tax	Gross Revenue minus the tax on those invoices. Refunds are not subtracted.
Average Invoice Value	Typical invoice size	Gross Revenue divided by the number of finalized invoices.
Avg Spend Per Client	What one client spent on average	Total of finalized invoices that have a client, divided by the number of different clients on those invoices. Invoices without a client are left out.

Tips card

A tip is any amount paid on an invoice above its total. Only finalized invoices count. Paid amounts include payments that were later refunded.

Metric	What it shows	How it's calculated
Tips Collected	All tips	For each finalized invoice, the amount paid beyond its total, added up.
Avg Tip / Client	Average tip per tipping client	Total tips on invoices that have a client and a tip, divided by the number of different clients who tipped.
Avg Tip / Invoice	Average tip when there is one	Total tips divided by the number of invoices that had a tip. Invoices without a tip are not in the average.
Top Tip Recorded	Largest tip	The biggest single tip on one invoice in the range.

Outstanding and deductions card

Metric	What it shows	How it's calculated
Unpaid Revenue	Money still owed	For each finalized invoice, its total minus what was paid (never below zero), added up.
Expected Revenue	Value of invoices not finalized yet	Sum of the totals of draft invoices in the range.
Total Tax Collected	Tax on your invoices	Sum of the tax lines on finalized invoices.
Discounts & Coupons	Discounts you gave	Sum of the coupon discounts on finalized invoices.
Refunds Issued	Money you returned	Sum of completed refunds. Refunds are placed in the range by the date they were completed, not by the invoice date, and are converted at that day's exchange rate.

Volume card

Metric	What it shows	How it's calculated
Finalized Invoices	Number of invoices	Count of finalized invoices in the range.
Completed Payments	Number of payments	Count of payments on those invoices with the status completed, refunded or partially refunded. Pending and failed payments are not counted.

Revenue over time chart

The chart splits the range into bars: by day up to 31 days, by week up to 90 days, by month up to 730 days, then by year. A bar that covers only part of a week, month or year is faded. Use the menu to pick a series.

Series	How it's calculated
Revenue	Finalized invoice totals per bar.
Expected Revenue	Draft invoice totals per bar.
Tips Collected	Tips per bar, same rule as the Tips card.
Discounts & Coupons	Coupon discounts on finalized invoices per bar.
Finalized Invoices	Number of finalized invoices per bar.

Breakdown charts

Revenue by location, member or service

View	What it shows	How it's calculated
Revenue by Location	Revenue per location	Finalized invoice totals grouped by the invoice's location. Invoices without a location are grouped as N/A.
Revenue by Member	Revenue per team member	Finalized invoice totals grouped by the invoice's member. Invoices without a member are left out.
Revenue by Service	Revenue per service, top 15	Service lines on finalized invoices, after each line's share of the invoice coupon. The coupon is split across the invoice's positive lines in proportion to their amounts. Product lines are not included.

Invoices, payments and discounts

View	What it shows	How it's calculated
Invoice Breakdown	Finalized vs draft	Count and total of invoices in the range, grouped by finalized or draft.
Payment Statuses	Payments by status	Payments on finalized invoices in the range, grouped by status: Pending, Completed, Failed, Refunded, Partially refunded.
Payment Methods	Collected amount per method	Completed, refunded and partially refunded payments on finalized invoices, grouped by the payment integration used.
Discounts & Coupons	Discount given per coupon	Coupon discounts on finalized invoices, grouped by coupon. A discount without a named coupon shows as General discount.

Payments you record manually, without a payment integration, currently show as N/A in Payment Methods.

Common questions

Softalon treats refunds as an operational cost, not as negative revenue. You can see them under Refunds Issued in the Outstanding and deductions card.

Related guides

Your dashboard explainedWhat each card and chart on the salon dashboard counts, which date it uses, and how the location and member filters change it.

Invoices explainedHow invoices are created for appointments, what draft and finalized mean, every invoice status, due dates, invoice numbers and the PDF.

Refund a paymentRefund all or part of a completed payment, and see how refunds affect the payment and the invoice.