Growth & Embedding
What each Analytics number counts
A definition for every metric on the Analytics page — which bookings it includes, which date it keys off, and which figures ignore the date range you picked.
Analytics gives you thirty-odd numbers across six tabs, and almost every argument you will have with them comes down to one question: which bookings did this number actually include? This article answers that for each one, so you can trust a figure before you make a decision on it.
You will find it in the sidebar under Insights, as Analytics. Six tabs run across the top — Overview, Revenue, Clients, Scheduling, Funnel and Patterns — and one date-range selector above them governs every tab at once.
How every number here is counted
Two rules explain most of the confusion. The first is that Calso uses two different clocks, and which one a metric uses changes what a date range means.
| Counted on the day the booking was made | Counted on the day the session starts |
|---|---|
| Revenue, Bookings, New Clients | Completion Rate |
| Booking Mix, Revenue Over Time | Booking Heatmap, Most Popular Slots |
| Revenue by Event Type, Booking Lead Time | Every No-Shows panel |
| New vs Returning Clients, Cancellation Patterns | No-Show Rate Over Time |
Two smaller groups sit outside that split. Cancellation Lead Time and the late-cancellation half of Repeat Offenders count on the day something was cancelled, and Missed Opportunities counts on the day a client came looking for a time.
The second rule is that only bookings that stuck are counted. Unless a panel is specifically about cancellations or no-shows, it includes bookings sitting at Confirmed or Completed and nothing else — pending requests, cancelled sessions and abandoned checkouts are all left out. If you need the underlying rows, the Bookings list is the place to check them one by one.
Every small green or red percentage beside a card is a comparison against the same number of days immediately before your range. Pick 30D and it compares against the 30 days before that. It is hidden when the change is zero. All money is shown in your workspace currency, set in Settings.
What each date-range button covers
| Button | Range it sets |
|---|---|
| 7D | The last 7 days up to today |
| 30D | The last 30 days up to today |
| 90D | The last 90 days up to today |
| YTD | 1 January of this year up to today |
| All Time | 1 January 2020 up to today |
| Custom | Two date boxes you fill in yourself |
The exact dates in use are printed at the right-hand end of the button row, so you can always confirm what you are looking at. Custom falls back to the last 30 days until you fill both boxes in.
The Overview cards
| Card | What it counts |
|---|---|
| Revenue | Everything paid on bookings made inside the range that are now Confirmed or Completed |
| Bookings | How many of those bookings there were |
| New Clients | How many distinct email addresses on those bookings had never booked you before the range began |
| Completion Rate | Sessions you marked Completed, divided by every session starting in the range that is Confirmed, Completed or a no-show |
Completion Rate is the one that surprises people, because it is the only card of the four keyed to the session date rather than the booking date — and because a session only leaves the denominator once you actually mark it. Sessions still sitting at Confirmed count against you.
Revenue Trend below the cards plots the same money by day. Booking Mix is a count, not money: Single is bookings paid for one at a time, Package is bookings that drew on a package credit, and Group is confirmed places taken on group events.
Quick Insights is a short list of sentences that only appear when a threshold is crossed — a no-show rate above 10%, package credits expiring within 30 days, package holders who have not booked in 21 days, a booking-page conversion under 5%, more than ten requests for days you had nothing open, or revenue more than 20% up on the prior period. When none apply it reads No notable insights right now. The package-related lines are always measured from today, whatever range you picked.
If you collect tax, a Tax Collected card joins the bottom of this tab with Total Collected, Taxed Transactions and Top Jurisdictions, plus a View Full Tax Report link. Use that report, not this card, as your record at filing time.
The Revenue tab
| Panel | What it counts |
|---|---|
| Revenue Over Time | The same money as Revenue Trend, split into Single, Package and Group bands, at day, week or month grain |
| Revenue by Event Type | Money on bookings made in the range, grouped by the event type booked |
| Revenue by Package — Sold | Packages of that offering bought inside the range |
| Revenue by Package — Revenue | What clients paid for those packages |
| Revenue by Package — Avg Credits Used | Average credits already redeemed from them |
| Revenue by Package — Renewal Rate | The share of them that have since been renewed into another package |
| Client Lifetime Value | Every client placed in a spend bucket, from $0-50 up to $1000+ |
| Single Session / Package / Group | Money in the range, split by how the session was paid for, each with its share of the total |
| 30-Day Forecast | Confirmed bookings still ahead of you, plus part of the value in unused credits, plus your recent monthly average |
Two of these deliberately ignore your date range. Client Lifetime Value counts every booking and every package a client has ever bought from you, which is what makes it a lifetime figure. 30-Day Forecast looks forward from today, and its subtitle tells you how many confirmed bookings sit behind it.
The Clients tab
Retention Curve shows the percentage of your clients who reached a first session, a second, a third and so on, up to twenty. It counts every session you have ever run, not just the range.
At-Risk Clients lists people holding an active package with credits left whose last session was more than 21 days ago and who have nothing booked ahead. The Days Since Booking column reads Never if they have not had a session yet. Expiring Credits (Next 30 Days) lists active packages with credits still on them expiring within 30 days, counted from today. Neither table moves when you change the date range.
Client Engagement Scores rates each client out of 100: roughly 40 points for how recently they were last in, 40 for how often they booked during the range, and a flat 20 for holding a package. New vs Returning Clients splits bookings by whether that person's very first booking with you also falls inside the range.
The Scheduling and Patterns tabs
Booking Heatmap shades a seven-day by twenty-four-hour grid by how many sessions start in each cell. Most Popular Slots ranks the top ten of those cells. Booking Lead Time buckets bookings by the gap between making the booking and the session itself: Same day, 1-2 days, 3-7 days, 1-2 weeks, 2-4 weeks, 4+ weeks.
Missed Opportunities is the one panel here that counts something other than bookings: it records a day a client opened on your booking page and found nothing bookable on it. Each line pairs a shortened weekday with the words "at any time" — Sat at any time — because the client picked a date and never got as far as choosing an hour, and the number of requests sits beside it. The eight busiest lines are shown, and until a client asks for a day you had nothing on, the panel reads No missed opportunities recorded.
It is deliberately quiet, so that a full panel means something. One request is recorded per date per visit, so a client tapping the same empty Saturday four times counts once. Days already past are ignored, and paging forward through empty months is not counted at all — moving through a calendar is browsing, not asking. Read it beside your weekly hours: a weekday that keeps coming back is the cheapest hour you can add.
On Patterns, No-Show Rate Over Time is no-shows as a share of sessions that came due each week, and the four breakdowns — No-Shows by Event Type, by Day, by Client Type and by Time — each show no-shows over that same total. Cancellation Patterns compares cancelled bookings against all bookings made in the range for each event type. Cancellation Lead Time buckets cancellations by how long before the session they arrived, from < 2 hours to 48+ hours. Repeat Offenders lists anyone with two or more incidents, counting a cancellation as late when it lands inside 24 hours of the start time.
The Funnel tab counts something different from everything above: visits to your booking page rather than bookings in your database. Its numbers are kept for 90 days, so All Time still shows you 90 days there. Read your booking funnel walks through what each of its seven steps means.
Frequently asked questions
Why does my Revenue number not match my Revenue Trend chart?
The card and the chart are built at different moments. The Revenue card adds up your bookings the instant you load the page, so a booking taken this morning is already in it. The Revenue Trend chart is drawn from a summary Calso writes overnight for the previous day, so today has not been summarised yet. Compare the two at the end of a week rather than mid-morning, and they line up.
Does Analytics count a booking on the day it was made or the day the session happens?
Both, depending on the metric. Revenue, Bookings, New Clients, Booking Mix and Booking Lead Time all count a booking on the day it was made. Completion Rate, the Booking Heatmap, Most Popular Slots and every no-show panel count it on the day the session starts. That is why a quiet booking week can sit next to a busy session week in the same date range.
Why does the Booking Heatmap show my mornings as afternoons?
The hour columns on the Booking Heatmap, Most Popular Slots and the No-Shows by Time panel are counted in UTC rather than your own time zone. Add your offset from UTC before reading them — if you are seven hours behind UTC, a 9am session appears in the 16 column. The pattern is still correct, it is just shifted by a fixed number of hours.
Why is my 30-Day Forecast bigger than anything I have ever earned in a month?
It is a projection, not a total. It adds every confirmed booking still ahead of you, plus roughly a third of the value sitting in unused package credits, plus your average month across the last 90 days. It also ignores the date range you selected. Treat it as a rough ceiling for planning, not as money you can count on.