Reporting and analytics overview
In this guide, you'll learn how to use Fresha reports to manage your clients, track revenue, and improve overall business performance.
- Fresha’s reporting tools
- Upgrading to Insights
- Track your business revenue growth
- Measure team performance
- Review client activity
- Analyze your business finances
Fresha’s reporting tools
Fresha provides 44 different reports to help set your business up for success. These reports measure sales, revenue, and overall performance, and they’re all free to use with your Fresha plan.
For more advanced analysis, Fresha offers Insights, an optional paid add-on that provides extended reporting and deeper visibility into your business.
Upgrading to Insights
Upgrading to Insights unlocks additional premium reports, customizable reporting tools tailored to your needs, and advanced permissions that let you control which reports each team member can access.
Upgrade to Insights to unlock 8 powerful premium reports:
Performance Summary
An overview of business performance by team or location.
Performance over time
A view of key business metrics by Location or Team Member over time.
Sales by time period
Detailed sales data based on selected time periods.
Gift card by time period
Gift card sales and usage data based on selected time periods.
Upfront payments by time period
Analysis of upfront payments over a selected time period.
Waitlist summary
Overview of waitlist trends and patterns, including appointments booked and expired waitlist entries.
Client summary
Overview of new, returning and walk-in clients with appointments in the chosen timeframe.
Client insights
Deep dive into individual client behaviour and preferences.
Track your business revenue growth
Use our Sales reports to gain insights into your revenue by exploring sales over time, reviewing inventory sales, and much more.
Measure team performance
Explore our Team performance reports to understand your team’s activity, including detailed wages and commission breakdowns.
Review client activity
View our Client reports to understand booking patterns, track client retention, and see how new and returning clients are engaging with your business.
Analyze your business finances
Access our Finance reports to review revenue, expenses, and taxes, giving you a clear picture of your overall financial health.
Share your business reports with team members, and export your reporting data for further analysis with Fresha Insights.