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Monthly Report

Revenue trend, customer acquisition and a profit-and-loss summary.

Intermediate· 4 min read· Last updated: 2026-05-05· 66 people found this helpful

The monthly report is a six-page PDF: 1. **Headline KPIs.** Revenue, customer count, average basket, no-show rate, NPS. 2. **Revenue analysis.** Daily and weekly trend, compared with last month (% change). 3. **Staff performance.** Revenue, appointments, customer satisfaction. 4. **Customer analysis.** New versus returning, segment mix, churn. 5. **Service profitability.** Your ten most profitable services and the five that sell least. 6. **Trends.** This month's seasonal pattern and a suggestion for next month. 📊 **Automatic delivery** to the owner at 09:00 on the 1st of the month.

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