Overview
The Analytics & Reports module transforms your beauty center’s operational data into actionable business insights. It provides visual dashboards with key performance indicators (KPIs), revenue trends, payment method analysis, and top-selling item reports to help you make informed decisions about your business.Dashboard Overview
Key Performance Indicators (KPIs)
The dashboard displays four essential metrics at the top: Total Revenue- Sum of all completed sales
- Displayed with success styling (green)
- Shows overall business performance
- Currency formatted in euros
- Number of completed transactions
- Displayed with info styling (blue)
- Indicates transaction volume
- Useful for calculating average ticket size
- Count of registered clients in database
- Displayed with warning styling (orange)
- Tracks customer base growth
- Shows market penetration
- Count of active products in catalog
- Displayed with primary styling
- Indicates inventory breadth
- Monitors catalog expansion
Visual Analytics
The dashboard includes three main chart types:1. Revenue Trend Chart
Line Chart Features- Monthly revenue over time
- Smooth line visualization
- Gradient area fill for visual appeal
- X-axis: Month labels
- Y-axis: Euro amounts
- Tooltip on hover showing exact values
- Identify seasonal patterns (peak months, slow periods)
- Track growth trajectory
- Spot unusual revenue drops requiring investigation
- Forecast future revenue based on trends
- Measure impact of marketing campaigns
2. Payment Methods Distribution
Donut Chart Features- Percentage breakdown by payment type
- Color-coded segments:
- Card payments
- Cash payments
- Mixed payments
- Debt/accounts receivable
- Legend showing payment method names
- Tooltip with exact percentages
- Understand client payment preferences
- Plan for cash drawer needs
- Monitor accounts receivable levels
- Identify trends in payment behavior
- Optimize payment processing setup
3. Top Items Chart
Horizontal Bar Chart Features- Ranking of best-selling items
- Items sorted by quantity sold (highest first)
- Bar length represents sales volume
- Value labels on bars
- Items from all categories (products, services, packs, bonuses)
- Identify star performers in your catalog
- Make inventory decisions based on demand
- Promote popular items more heavily
- Bundle best-sellers with slower items
- Adjust staffing for popular services
- Discontinue or discount poor performers
Data Sources
The analytics system pulls data from: Carts (Cart model)
- Completed sales (status = “completed”)
- Payment methods
- Total amounts and discounts
- Transaction timestamps
CartItem model)
- Item types and IDs
- Quantities sold
- Prices at time of sale
- Item names (snapshot)
User model with role = USER)
- Total registered clients count
- Client demographics (future enhancement)
Product model)
- Total active products count
- Inventory levels (future enhancement)
The reports are generated server-side via
/api/reports endpoint which aggregates data across multiple models to produce KPIs and chart data.User Workflows
Viewing the Dashboard
- Navigate to Reportes from the main menu
- Dashboard loads with current data
- Review KPIs at the top for quick insights
- Scroll down to examine detailed charts
- Hover over chart elements for specific values
- Use charts to identify trends and patterns
Exporting Reports (PDF)
- Click Exportar PDF button in header
- System prepares print-friendly view
- Browser print dialog opens
- Options:
- Save as PDF
- Print to physical printer
- Report includes:
- KPI cards
- All charts (rendered as images)
- Professional formatting
- Print styles hide navigation and interactive elements
Interpreting Revenue Trends
Analyze the Line Chart:- Upward trend: Growth, successful marketing, expanding client base
- Downward trend: Declining sales, investigate causes (competition, seasonality, service quality)
- Flat trend: Stable business, may need growth initiatives
- Spikes: Successful promotions, holidays, special events
- Dips: Seasonal slowdowns, competitor activity, external factors
- Identify which months are strongest
- Plan inventory and staffing accordingly
- Schedule promotions during slow periods
- Prepare for peak season demand
Analyzing Payment Methods
Ideal Distribution (example):- Card: 70% (convenient for clients and business)
- Cash: 20% (decreasing as digital payments grow)
- Mixed: 5% (occasional split payments)
- Debt: 5% (manageable credit risk)
- High Debt %: May indicate collection problems or generous credit policies
- Very High Cash %: Potential for theft, difficult reconciliation
- Zero Card %: Missing convenience for clients
- High debt: Tighten credit policies, improve collection
- High cash: Promote card payments, consider cash handling security
- Low card: Ensure card terminal works, train staff
Using Top Items Data
Identify Best Sellers:- Top items generate most revenue
- Ensure always in stock (products)
- Ensure staff trained to deliver (services)
- Consider creating variations or premium versions
- Feature best-sellers in promotions
- Highlight in social media and advertising
- Create bundles with best-sellers as anchors
- Offer bonuses for popular services
- Allocate more shelf space to top products
- Negotiate better pricing with suppliers for high-volume items
- Keep safety stock of best-selling products
- Monitor for stockouts closely
- Schedule more availability for popular services
- Train additional staff on in-demand treatments
- Create express versions of lengthy popular services
- Develop related services to upsell
Business Applications
Strategic Planning
Growth Decisions- Revenue trends inform expansion timing
- Top items guide service/product additions
- Client count growth indicates market opportunity
- Seasonal patterns help budget planning
- Staff popular services heavily
- Stock best-selling products generously
- Invest in marketing during growth periods
- Conserve cash during slow seasons
Operational Improvements
Inventory Optimization- Base purchasing on top items data
- Reduce inventory of slow movers
- Prevent stockouts of fast movers
- Adjust reorder points by demand
- Schedule more staff during peak months
- Train staff on popular services
- Reduce hours during predictable slow periods
- Cross-train for service demand shifts
Financial Management
Cash Flow Planning- Anticipate revenue based on trends
- Plan for seasonal fluctuations
- Manage payables around slow periods
- Build cash reserves during peak times
- Monitor debt payment method percentage
- Set debt policies based on default risk
- Follow up on aging receivables
- Offer prepayment incentives if debt is high
Marketing Effectiveness
Campaign Measurement- Compare revenue before/after campaigns
- Track new client acquisition
- Measure coupon redemption impact
- Assess seasonal promotion success
- Phase out items that never top the charts
- Expand offerings similar to best-sellers
- Create premium versions of popular items
- Bundle slow movers with stars
Performance Benchmarks
Revenue Metrics
Average Transaction Value- Formula: Total Revenue ÷ Total Sales
- Higher is better (indicates upselling success)
- Track month-over-month changes
- Set goals to increase through bundles and add-ons
- Formula: Total Revenue ÷ Total Clients
- Indicates lifetime value potential
- Growing = successful retention and upselling
- Declining = need reactivation campaigns
Growth Rates
Month-over-Month Growth- Formula: (This Month - Last Month) ÷ Last Month × 100%
- Positive is healthy growth
- Benchmark: 5-10% monthly growth is strong for established business
- 20%+ is exceptional (new business or successful expansion)
- Formula: (This Year - Last Year) ÷ Last Year × 100%
- Removes seasonality from comparison
- More stable indicator than month-over-month
- Benchmark: 10-20% annually is solid
Future Enhancements
Advanced Analytics
- Client segmentation (new vs. returning, high-value vs. low-value)
- Service profitability analysis (revenue vs. cost of delivery)
- Staff performance metrics (sales per staff member)
- Appointment utilization rates (booked vs. available slots)
- Product margin analysis (revenue vs. cost of goods)
Time Period Filters
- Custom date range selection
- Week/Month/Quarter/Year toggles
- Compare periods (this month vs. last month)
- Year-over-year comparisons
Drill-Down Capabilities
- Click chart segments to see details
- Filter other charts based on selections
- View transactions behind aggregated metrics
- Export filtered data to CSV
Predictive Analytics
- Revenue forecasting based on trends
- Demand prediction for inventory planning
- Churn risk scoring for clients
- Optimal pricing recommendations