Analytics & Economy

see the work, the returns and the money.

Start with three plain answers: how many visits were booked or completed, which clients came back, and what money was actually recorded as collected. Service and team breakdowns sit behind those answers when the decision needs more detail.

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the bookings, retention and collected-money overview

Bookings, returning clients and money collected

  • Bookings
  • Retention
  • Collected money
  • Services
  • Team
  • Easy / Pro views

See the operating answer before the accounting detail.

Without Analytics & Economy

  • Calendar value is treated as money already received.
  • New and returning clients blur into one total.
  • A team member sees money outside their role.
  • The chart ends without a route to the next action.

With Analytics & Economy

  • Bookings and completed visits answer how much work happened.
  • Return and retention views keep the client relationship visible.
  • Collected money stays separate from calendar estimates and refunds.
  • Analytics and revenue permissions are checked before data is returned.

In practice

A barber checks the working week

They open with booked and completed visits, then see which regulars returned and which clients may need a rebooking follow-up.

A beauty studio compares the team

A permitted owner moves from the same booking and retention totals into specialist or location breakdowns without exposing money to the wrong role.

A tutor checks sessions and payments

They compare completed sessions with returning learners and the sales or cash entries actually recorded, rather than treating calendar value as collected money.

The words stay explicit

Appointment value remains an estimate; posted sales, cash, refunds and other money records stay labelled as separate facts.

Bookings first, then retention, then money collected.

The same owner-scoped facts support a quick operating check, a deeper analysis and a permission-aware export.

Bookings

Start with booked and completed visits

Read the appointments in the period, separate completed work from other statuses and keep the service value labelled as an estimate rather than cash received.

  • Booked visits
  • Completed work
  • Service estimate

Retention

See who returned and who is drifting

Compare new and returning clients, inspect retention windows and keep clients to win back sorted by their return urgency.

  • New clients
  • Returning clients
  • Retention

Collected money

Keep recorded money separate from booked value

Posted sales and cash records answer what was collected, while refunds and appointment-price estimates remain separate so the same euro is not described twice.

  • Posted sales
  • Cash records
  • Refunds

Services and team

Break the answer down when the decision needs it

Easy keeps the core answers short. Pro adds period comparisons and filters for services, specialists, locations, channels and campaigns without changing the underlying facts.

  • Easy view
  • Pro filters
  • Role scope

From glance to explanation

Use the depth the decision needs.

First answer

Bookings, returning clients and collected money first

Open with appointments and completed work, then read return patterns and the money actually recorded before moving into shorter service, demand and marketing paths.

  • Week, month, quarter and year choices keep the first pass simple
  • Operations and Team depth stay out of the Easy navigation

Full evidence

Trends, filters and breakdowns when you need to dig

Switch to Pro for comparisons, detailed date ranges and filters across location, specialist, service, channel, platform, account and campaign.

  • Compare the previous period or previous year
  • Open team and operations tabs where the workspace supports them

Server-controlled

Analytics access and revenue access stay separate

Every analytics read asserts the viewer’s permission. Money is masked or hidden before a restricted response crosses the server boundary, and specialist scope stays limited to allowed work.

  • Revenue display rules apply before values reach the browser
  • Owner and specialist scope is preserved across filters and exports

Next work

Move from a quiet signal to the client or campaign

Retention can open Rebooking Radar and a client message, while demand, capacity and acquisition evidence show where Growth work may be useful.

  • Clients to win back stay sorted by return urgency
  • Growth results remain beside Belom-confirmed booking outcomes

Portable evidence

Export the slice you are already reviewing

Export overview, sales, clients, demand, acquisition, team or operations with the active date window, filters and permission scope.

  • Seven tabs use the current analytics query
  • Private no-store CSV names the date range

2 views

Easy and Pro presentation depth

7 CSV tabs

overview through operations

All tiers

growth analytics entitlement

Server-side

analytics and revenue permissions

The evidence behind the headline.

Period comparisons

Compare the active range with a prior period or prior year.

Business filters

Slice by location, specialist, service, channel and campaign.

Estimated service value

Keep appointment-price estimates labelled as estimates.

Actual sales

Read posted sales separately from calendar value and cash.

Deposits and refunds

Keep collected payments and reversals in their own buckets.

Retention evidence

Follow new, returning and win-back client patterns.

Demand and capacity

See requests, waitlist pressure, available time and utilisation.

Team and locations

Inspect scoped performance where the workspace supports it.

The Belom platform

Analytics & Economy is just the beginning

Belom keeps the planner, client history and approved communication connected in one place.

Planner

Appointments and completed service value

Client Memory

New, returning and retained clients

Rebooking Radar

Win-back urgency and follow-up

Growth & Ads

Acquisition and booking outcomes

CSV export

Seven permission-aware analytics slices

What it doesn’t do

No booked-value-as-cash shortcut

An appointment price remains an estimate until a separate sale or cash record says money was actually collected.

No permission bypass

A viewer cannot use a chart, filter or export to reveal revenue or client data outside their workspace role and scope.

No guaranteed forecast

Past bookings, returns and money records explain what happened; they do not promise future demand or income.

Keep exploring

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Contextual drafts that stay visible for professional approval.

Planner & Calendar

Bookings, tasks, availability and client context in one daily view.

Built around your results

Open the month with bookings, returning clients and collected money in that order.

Analytics is included across current tiers. Money visibility, client detail and exports keep the viewer’s workspace permissions.

Open the analytics viewSee pricing

Every returning client, filled slot and hour saved adds to the value of your subscription.