Business Snapshot

SUMMARY

This feature is currently available for Accelerate and Ultimate subscribers.

Assess the health of your business no matter where you are—whether you’re out and about, or snug as a bug in bed. The new Business Snapshot lets you pull up vital data, including revenue, bookings, and top-selling services. The system analyzes these numbers nightly, which means you’ll be able to get today’s data tomorrow.

CONTENTS

 

Overview

To view your snapshot, tap the menu icon in the upper left, and then tap Business Snapshot.

You’ll see tiles displaying different data. For more information on how the data is calculated, tap on a tile.

 

Note: The tiles that display depend on what you have set up in your software (e.g., whether you use classes and/or appointments, whether you use autopays, or whether you allow booking and buying in the MINDBODY app).

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Viewing other days

When you pull up your Business Snapshot, it will display yesterday’s numbers (the system analyzes your data nightly, which means you won’t be able to get today’s data until tomorrow). To view your snapshot for previous days, tap the calendar icon in the gray bar at the top, and then select the date you want to jump to.

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Snapshot Settings

There are a couple of settings that you can use to customize your Business Snapshot. To adjust these, go to your Business Snapshot and then tap the settings icon at the upper right.

 

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Selecting an accounting method

You can set your Business Snapshot to calculate your total sales using cash accounting or accrual accounting, which has to do with when your business records transactions. To learn more about the difference between these two accounting methods, tap the information icon to the right of “Accounting Method” on your Snapshot Settings screen, or learn more here.

To choose or change your accounting method:

  1. From your Business Snapshot, tap the settings icon at the upper right.
  2. Select your accounting method.
  3. Tap SAVE at the bottom.

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Selecting a date range

You can set your Business Snapshot to pull data from the last 30 days or from the first day of the month. “Rolling-30-days” means that data is pulled from the previous 30 days, and “Month-to-date” means that data is pulled from the first day of the month until the selected day.

To choose or change your date range:

  1. From your Business Snapshot, tap the settings icon at the upper right.
  2. Select your date range.
  3. Tap SAVE at the bottom.

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Things to know

  • The system analyzes your numbers nightly, which means you’ll be able to get today’s data tomorrow.
  • If you have more than one location, use the drop-down at the top to select all locations or a particular location. Choose “Online Store” if you want to see total sales for transactions associated with your online store.
  • In order to view the Business Snapshot, you need to have the “MINDBODY Analytics Report” staff permission enabled. You can adjust all staff permissions from your Staff Permissions screen.
  • The New Clients, MB App and New Client Sales, MB App tiles will only display if you accept payment through the MINDBODY app and are listed within the US with USD currency.

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