KPI indicators
Menu Statistics → KPI statistics.
Store management dashboard: figures and charts over a period (and a store if you are in Master). Read-only — no invoice or client creation here.
Prerequisites: Statistics + Invoice modules active, and permission to view invoice statistics. Some sections only appear if the related module / permission is active (online orders, appointments, products, promos, certificates…).
See also the overview: Statistics.
Filters
At the top of the page:
| Filter | Use |
|---|---|
| Service point | Visible in Master: a specific store or all |
| Period | Last 30 days, last month, 3 / 6 months, current year, last year, or custom period (from / to) |
| Apply filters | Recalculates all sections according to the selection |
Without “Apply”, filter changes do not update the widgets.
Page sections
Each block has help (info icon) that recalls the calculation. Content depends on your rights and modules.
General KPI
Cross-cutting indicators for the period / store, including:
| Indicator | Short reading |
|---|---|
| Average order value (AOV) | Total of paid invoices ÷ number of paid invoices |
| Customer lifetime value (LTV) | Average paid revenue per client with at least one paid invoice |
| Return rate | Clients with ≥ 2 visits ÷ distinct clients in the period |
Billing
Invoice summary:
- total and paid amounts, sum of tips ;
- chart by invoice status ;
- invoices paid by staff ;
- tips by staff and by payment status.
Web orders without staff may appear under a label such as “Orders online”.
Online orders
If the Online orders module is active:
- total sold, units, best seller ;
- shares by type (product, service, certificate, promotion) ;
- shares by item.
Excluding cancelled orders / invoices.
Appointment booking and operations
If the Appointments module is active:
- appointment breakdown by status (accepted, pending, cancellations…) ;
- breakdown by staff (track).
Sales / Products & services
Cross view on paid invoice lines:
- revenue / totals services vs products, units, best sellers ;
- share charts for products and services (depending on catalogue stats permissions).
Promotions & gift certificates
If related permissions / modules:
- promotion and certificate totals, units, best sellers ;
- charts by promo type and certificate shares (unique sales often grouped under “Others”).
For dedicated tip tracking, see also Tips. For catalogue detail, Catalogue statistics. For aggregated customer indicators (return rate, new customers, chart), Customer statistics.
PDF export
Download PDF action:
- Tick the sections to include (same blocks as the page, according to what is available to you).
- The PDF uses the period and store already applied.
Useful for a meeting report or an archive.
How to read the figures
- Amounts generally follow the invoice date (or the widget’s business date) within the filtered period.
- The help next to titles / cards specifies the formula (SUM, cancelled / refunded exclusions, etc.).
- An empty store or a period that is too short yields zeros or low volumes — normal.
- Compare with your test invoices to validate an order of magnitude.
Success criteria
- I apply a period (and a store in Master) and see the sections update.
- I find AOV / LTV / return rate in General KPI.
- Billing, appointments, orders, products, promos sections appear according to my modules / rights.
- I can export a PDF with the chosen sections.