Business Snapshot

SUMMARY

This feature is currently available for Accelerate and Ultimate subscribers.

The Business Snapshot screen 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.

CONTENT

Overview

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

  • Note: The menu is always shown when using an iPad.

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, just tap the day 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, tap the settings icon at the upper right.   

Selecting an accounting basis

You can set your Business Snapshot to calculate your total sales using accrual accounting or cash 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 basis” on your Snapshot Settings screen, or learn more here.

To choose or change your accounting basis:

  1. From your Business Snapshot, tap the settings icon at the upper right.
  2. Select your accounting basis.
  3. Tap Save.

Selecting a date mode

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

To choose or change your date mode:

  1. From your Business Snapshot, tap the settings icon at the upper right.
  2. Select your date mode.
  3. Tap Save.

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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 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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