Explained

Services report explained

How services booked, service and product revenue, average prices, top offerings and category totals are calculated in the Services report.

5 min readRole: User or higherReportsUpdated October 25, 2026
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The Services & Category Performance report shows which services and products bring in bookings and revenue. Open it from Reports in the sidebar.

How the report reads your data

The report mixes two sources, and each one uses its own date:

SourceUsed forDate that places it in the range
AppointmentsBookings: services booked, unique services, active categoriesThe appointment's start time
Finalized invoicesRevenue, product units, average pricesThe invoice's revenue date: the appointment start time for appointment invoices, the creation date for custom invoices

Other rules:

  • Booked means the appointment status is Confirmed, Completed or No Show, the same as the dashboard.
  • Revenue after discounts. Service and product revenue come from invoice lines. If the invoice has a coupon, the discount is split across the invoice's positive lines in proportion to their amounts, and each line's revenue is reduced by its share. Draft invoices are not included.
  • Refunds are not subtracted. They are an operational cost, shown in the Financial report.
  • Currencies. Lines on invoices in another currency are converted to your salon currency at the rate of the invoice's revenue date, and 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 appointments and invoices. Administrators, Super Administrators and Owners see the whole salon.

Summary cards

CardMetricWhat it showsHow it's calculated
ServicesServices BookedBooked appointmentsCount of booked appointments that start in the range.
ServicesService RevenueRevenue from servicesSum of service lines on finalized invoices, after their share of coupons.
ServicesUnique ServicesHow many different services were bookedNumber of distinct services across booked appointments.
ProductsProduct Units SoldUnits soldSum of quantities of product lines on finalized invoices.
ProductsProduct RevenueRevenue from productsSum of product lines on finalized invoices, after their share of coupons.
ProductsUnique ProductsHow many different products were soldNumber of distinct products on finalized invoices.
Average pricesAvg Service PriceWhat clients actually paid per serviceService Revenue divided by the total quantity of service lines. Discounts lower the average.
Average pricesAvg Product PriceWhat clients actually paid per product unitProduct Revenue divided by Product Units Sold.
CatalogActive CategoriesCategories in useNumber of distinct categories of the services that were booked.
CatalogActive ServicesServices in useNumber of distinct services that were booked.
CatalogActive ProductsProducts in useNumber of distinct products sold on finalized invoices.

"Active" here means used in the range. It doesn't count services or products that exist in your catalog but weren't booked or sold.

Services and products over time

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.

SeriesHow it's calculated
Services BookedBooked appointments per bar, by start time.
Service RevenueService lines per bar, by invoice revenue date, after coupons.
Product Units SoldProduct quantities per bar, by invoice revenue date.
Product RevenueProduct lines per bar, by invoice revenue date, after coupons.

Lists and breakdowns

ViewWhat it showsHow it's calculated
Top Services by BookingsYour 10 most booked servicesServices ranked by booked appointments in the range. The revenue next to each is its service-line revenue after coupons, from finalized invoices in the range.
Top Products by Units SoldYour 10 best-selling productsProducts ranked by units sold on finalized invoices in the range, with their revenue after coupons.
Service Category DistributionRevenue and bookings per categoryService revenue after coupons, grouped by the service's category, with the number of bookings shown beside each one. Services without a category show as Uncategorized.

Common questions

Services Booked counts appointments by start time, including upcoming ones and no-shows. Revenue only comes from finalized invoices, so appointments without a finalized invoice add bookings but no revenue.