Understanding your Business Snapshot metrics

SUMMARY

The Business Snapshot gives you a quick view of metrics from several reports in your MINDBODY software.

  • Use the snapshot settings to set your accounting basis and date modes. 
  • Tap on each tile to get a view of the data, as well as a description of how the data was calculated.
  • Six metrics will appear depending on your type of business (i.e., class-based, appointment-based, class and appointments both, whether or not you use autopays).
  • Only available to subscribers at the Accelerate and Ultimate pricing level.
  • Learn more about the Business Snapshot feature.

CONTENT

 

Total Sales

This metric displays the total dollar amount of sales during the given date range. The data should match the total in the Sales report in your MINDBODY site, excluding taxes. This information will not show any new, edited, returned, or voided transactions until the data is analyzed each night.

Accounting Basis: This metric is subject to the chosen accounting basis under your settings.

  • Accrual: Sales will show up on the Total Sales tile when your business earns the income. For example, if a client bought a gift card last month and uses it to make a purchase today, the income is recorded today.
  • Cash: Transactions will show up in the Total Sales on the day the sale occurred. For example, if a client buys a gift card today, the income is recorded today.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays sales data from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month. (Note: At the beginning of the month the sales data might be relatively small).

Year Over Year: The year-over-year metric (indicated by a green arrow next to a percentage) compares the percent increase or decrease from the same time period last year. This is calculated by the following equation: 

((Value of selected date range / Value of selected date range the previous year)-1) x 100%

Which business types will this metric show up for?

  • All business types

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Total Attendance

This metric displays the total class, enrollment, and appointment visits to the business in the selected date range. (Note: Add-ons are counted as separate appointments.) The data should match your attendance number on the Analytics dashboard in your MINDBODY site. The number will not include any edits or cancellations until the changes are analyzed each night.

Accounting Basis: This metric does not change based on the selected accounting basis.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays sales data from the previous 30 days.
  • Month-to-date: Pulls data between the currently selected date back to the first day of the month. (Note: At the beginning of the month the sales data might be relatively small).

Year Over Year: The year-over-year metric (indicated by a green arrow next to a percentage) compares the percent increase or decrease from the same time period last year. This is calculated by the following equation: 

((Value of selected date range / Value of selected date range the previous year)-1) x 100%

Which business types will this metric show up for?

  • Class-based businesses only (with or without autopays)
  • Businesses with both classes and appointments (with or without autopays)

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New Clients

The New Clients metric will display the number of class, enrollment, and appointment visits with new clients in the selected date range. The data will match the "First Visits" number on the Analytics dashboard in your MINDBODY site. This number will not include any edits or cancellations until the changes are analyzed each night.

Accounting Basis: This metric does not change based on the selected accounting basis.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays sales data from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month. (Note: At the beginning of the month the sales data might be relatively small).

Note: The New Clients metric does not have a year-over-year comparison metric.

Which business types will this metric show up for?

  • All business types

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New Clients, MB App

This metric will display the total number of new clients generated from the MINDBODY App during the given date range. The data will match the value on the Analytics dashboard in your MINDBODY site. These results only count users who created an account on the MINDBODY App, and then booked a class or an appointment.

Accounting Basis: This metric is not subject to the chosen accounting method.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays sales data from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month. (Note: At the beginning of the month the sales data might be relatively small).

Note: This metric does not have a year-over-year calculation.

Which business types will this metric show up for?

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New Client Sales, MB App

This metric will display the total revenue of new clients generated from the MINDBODY App during the given date range. The data will match the value on the Analytics dashboard in your MINDBODY site. These results only count users who created an account on the MINDBODY App, and then booked a class or an appointment.

Accounting Basis: This metric is not subject to the chosen accounting method.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays sales data from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month. (Note: At the beginning of the month the sales data might be relatively small).

Note: This metric does not have a year-over-year calculation.

Which business types will this metric show up for?

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Top Pricing Option

This is a MINDBODY Express exclusive report showing the pricing option(s) that brought in the most revenue during the selected date range.

  • This tile will not display any new, edited, returned, or voided transactions, nor will it reflect any changes to the pricing options until the data is analyzed each night.
  • If there is more than one top pricing option, both will be listed for this metric.
  • This tile may display pricing options that have been deactivated.

Accounting Basis: This metric is subject to the chosen accounting basis under your settings.

  • Accrual: Will show the pricing option that brought in the most revenue based on when the service was used.
  • Cash: Will show the pricing option that brought in the most revenue based on when the pricing option was purchased.

Date Mode: This metric is subject to the selected date mode under your settings.

  • Rolling-30-days: Displays visit and sales data from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month.

Note: This metric does not have a year-over-year comparison metric.

Which business types will this metric show up for?

  • Appointment-based businesses (without autopay)
  • Class-based businesses (without autopay)
  • Businesses with both classes and appointments (with or without autopays)

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Top Performing Staff

This is a MINDBODY Express exclusive report that displays the teacher who had the highest attendance percentage (by taking number of sign-ups and dividing by class capacity).

  • Excludes teachers who only taught one class.
  • Number of sign-ups will not include late cancellations or no-shows.
  • The results will not factor in any edits or cancellations until the changes are analyzed each night.
  • If there is more than one top staff member, both will be listed.
  • If your staff member has a photo uploaded, the circle in the metrics tile will feature that photo; otherwise it will show a gray circle with that staff member's initials.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is subject to the selected date mode in your settings.

  • Rolling-30-days: Displays visits from the previous 30 days.
  • Month-to-date: Pulls data from the currently selected date back to the first day of the month.

Note: This metric does not have a year-over-year comparison metric.

Which business types will this metric show up for?

  • Class-based businesses only (with or without autopays)
  • Businesses with both classes and appointments (without autopays)

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Top Visit Type

This metric will show you the appointment or class type with the most visits during the selected date range. The data will match the "total visits" column from your Attendance Analysis report (when run by visit type).

  • This metric will exclude no-shows.
  • The results will not factor in any visits, cancellations, or edits until the data is analyzed nightly.
  • If there is more than one top visit type, both will be listed.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is subject to the selected date mode.

  • Rolling-30-days: Displays visits from the previous 30 days.
  • Month-to-date: Displays visits from the currently selected date back to the first day of the month.

Note: This metric does not have a year-over-year comparison metric.

Which business types will this metric show up for?

  • Class-based businesses (with or without autopay)
  • Businesses with both classes and appointments (without autopay)

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Top Requested Staff or Top Pre-Booked Staff

This metric will show the staff member who was requested the most in the given date range. The results should match the "Staff Requested" column on your Appointment Metrics report. (Note: Staff requests show up as a yellow star on appointments in your software.)

  • If your site doesn't do staff requests, the metric tile will change to "Top Pre-Booked Staff," and will show the staff member who had the most client pre-booked appointments.
  • If your staff member has a photo uploaded, the circle in the metrics tile will feature that photo; otherwise it will show a gray circle with that staff member's initials
  • The results will not include any requests or bookings made until the data is analyzed nightly.
  • If there is more than one top staff member, both will be listed.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is subject to the selected date mode in your settings.

  • Rolling-30-days: Displays visits from the previous 30 days.
  • Month-to-date: Displays visits from the currently selected date back to the first day of the month.

Note: This metric does not have a year-over-year comparison metric.

Which business types will this metric show up for?

  • Appointment-based businesses only (with or without autopay)

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Projected Revenue (Appointments)

This MINDBODY Express exclusive report will return a dollar amount estimate for the expected revenue for the next month’s appointments. The data is calculated by adding up the single session prices of all appointments booked on the schedule between the first and last day of the next month.

  • If there are multiple single session pricing options, the pricing option with the highest price point will be chosen.
  • If no single session pricing option exists, the highest priced multi-session will be used.
  • The results will not include any new appointments, appointment edits, or appointment cancellations until the data is analyzed nightly.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is not subject to the selected date mode in your settings. It will show the next month’s data. For example, if you're looking at a snapshot for May 1st, you will see the projected revenue for the entire month of June.

Year Over Year: The year-over-year metric (indicated by a green arrow next to a percentage) compares the percent increase or decrease from the same time period last year. This is calculated by the following equation: 

((Value of selected date range / Value of selected date range the previous year)-1) x 100%

Which business types will this metric show up for?

  • Appointment-based businesses only (without autopay)

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Projected Revenue (Autopay)

This metric will return a dollar amount estimate for the total revenue you are scheduled to receive from all autopays between the first and last day of the next month. The data will match the sum of the total scheduled column, and total successful column, on the Autopay Summary report.

  • Includes revenue from autopays that have already been processed.
  • The data will not include any new autopays or edits to existing autopays until the data is analyzed nightly.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is not subject to the selected date mode in your settings. It will show the next month’s data. For example, if you're looking at a snapshot for May 1st, you will see the projected revenue for the entire month of June.

Year Over Year: The year-over-year metric (indicated by a green arrow next to a percentage) compares the percent increase or decrease from the same time period last year. This is calculated by the following equation: 

((Value of selected date range / Value of selected date range the previous year)-1) x 100%

Which business types will this metric show up for?

  • Class-based businesses only (with autopays)
  • Appointment-based businesses only (with autopays)
  • Businesses with both classes and appointments (with autopays)

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Clients on Autopay

This MINDBODY Express exclusive report shows the number of unique clients who have at least one autopay scheduled to run on or after the selected date.

  • If a client pays for someone else’s autopay, as well as his or her own, this is counted as two autopays.
  • Autopays that were created or changed will not show up until the data is analyzed nightly.

Accounting Basis: This metric is not subject to the chosen accounting basis.

Date Mode: This metric is not subject to the selected date mode in your settings. It will show data for all future autopays as of the selected date.

Year Over Year: The year-over-year metric (indicated by a green arrow next to a percentage) compares the percent increase or decrease from the same time period last year. This is calculated by the following equation: 

((Value of selected date range / Value of selected date range the previous year)-1) x 100%

Which business types will this metric show up for?

  • Class-based businesses only (with autopays)
  • Appointment-based businesses (with autopays)
  • Businesses with classes and appointments (with autopays)

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Things to know

  • 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 only display if you accept payment through the MINDBODY app, and are listed within the US with USD currency.

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