Intelligence
Analytics & Reporting
KPI dashboards, forecasting, and Ask Your Data natural-language queries.
Overview
The analytics module turns the platform's operational data into actionable insight for owners and managers. It provides pre-built KPI dashboards, AI-powered demand and churn forecasting, and a natural-language "Ask Your Data" interface that lets non-technical users query their business data in plain English.
KPI Dashboards
Revenue Dashboard
| Metric | Description |
|---|---|
| Total revenue | Service + retail for the period |
| Revenue by service category | Breakdown by Hair, Colour, Spa, etc. |
| Revenue by staff member | Individual contribution |
| Revenue by location | Multi-location comparison |
| Average ticket value | Revenue per completed visit |
| Period comparison | Current vs prior period (%, absolute) |
Client Dashboard
| Metric | Description |
|---|---|
| New clients | First-time visitors in the period |
| Returning clients | Clients with more than one visit |
| Client retention rate | % of clients who return within 90 days |
| Lapsed clients | Clients with no visit in 90+ days |
| Client lifetime value | Average total spend per client |
| Acquisition source breakdown | Where new clients came from |
Appointment Dashboard
| Metric | Description |
|---|---|
| Total appointments | Booked and completed |
| Utilisation rate | % of available appointment slots filled |
| No-show rate | % of appointments that were no-shows |
| Cancellation rate | % cancelled before the appointment |
| Booking lead time | Average days between booking and appointment |
| Busiest days and times | Heatmap of demand by hour and day |
Staff Dashboard
| Metric | Description |
|---|---|
| Revenue per staff member | Ranked list |
| Utilisation per staff member | % of working hours spent on appointments |
| Average client feedback score | By staff member |
| Retail revenue per staff member | Upsell performance |
| Commission earned | By period |
Finance Dashboard
| Metric | Description |
|---|---|
| Gross profit | Revenue minus COGS |
| Net profit | After all operating expenses |
| Outstanding AR | Unpaid client receivables |
| Outstanding AP | Unpaid vendor bills |
| Cash position | Current cash on hand |
Date and Filter Controls
All dashboards support:
- Custom date range selection
- Compare to prior period or prior year
- Filter by location (single or all)
- Filter by service category
- Filter by staff member
Data updates on a scheduled basis (nightly aggregation) with near-real-time data for key operational metrics (today's bookings, cash on hand).
Forecasting
The forecasting module uses historical data to predict future demand and client behaviour.
Demand Forecasting
Predicts appointment volume for a future period:
- Based on historical booking patterns, seasonality, and growth trends
- Output: predicted appointment count and revenue per day/week
- Used for: staffing decisions, inventory planning, marketing timing
Churn Prediction
Identifies clients who are at risk of lapsing:
- Clients who are overdue for their typical visit cadence
- Ranked by likelihood to lapse and estimated revenue at risk
- Action: trigger a re-engagement journey automatically or alert the front desk
Revenue Forecasting
Projects revenue for the next 30/60/90 days:
- Combines committed bookings (already in the calendar) + demand forecast for unfilled capacity
- Shown as a range (conservative / mid / optimistic)
Ask Your Data
Ask Your Data lets users query their business data in plain English without knowing SQL or building a report.
Example Queries
- "Which staff member generated the most revenue last month?"
- "Show me clients who haven't visited in 3 months but spent more than ₹10,000 in the past year"
- "What's the average ticket for balayage appointments on weekends?"
- "Which location had the highest no-show rate in Q1?"
- "How many new clients came from Instagram in the last 60 days?"
How It Works
- User types a natural-language question
- The AI parses the intent and generates a SQL query against the tenant's data warehouse view
- A safety pipeline validates the query: read-only, scoped to the tenant, no joins across brands
- Results are returned as a table or chart
- The system explains what it queried in plain language
Safety Controls
- All queries are read-only (SELECT only)
- Queries are scoped to the user's org/brand/location by RLS
- Query complexity is bounded (execution time limit)
- Results are paginated; no full data exports via this interface
- All queries are logged for audit
Saved Reports
Users can save frequently used dashboard configurations and query results:
- Named, with a description
- Create, edit, and delete from the Reports panel
- On-demand CSV export
Sharing with other managers and scheduled email delivery are not implemented yet — planned as a future enhancement, not currently available.
Data Export
For detailed analysis outside SalonOS:
- Raw data exports (CSV) for revenue, appointments, clients, commissions
- Accounting exports (for Zoho Books sync)
- GST reports (for filing)
Key Data Concepts
Analytics reads from purpose-built database views and aggregates computed nightly. It does not query live transactional tables for heavy reports — this keeps the dashboard fast and the operational database unaffected.
The text-to-SQL pipeline for Ask Your Data operates on a read-only view that anonymises certain PII fields (e.g. phone numbers are not included in analytics queries) and enforces RLS at the view layer.
Permissions
| Action | org_owner | brand_manager | location_manager | front_desk |
|---|---|---|---|---|
| View revenue dashboard | Yes | Yes | Yes | No |
| View client dashboard | Yes | Yes | Yes | No |
| View staff dashboard | Yes | Yes | Yes | No |
| View finance dashboard | Yes | Yes | Yes | No |
| Use Ask Your Data | Yes | Yes | Yes | No |
| View forecasting | Yes | Yes | Yes | No |
| Export data | Yes | Yes | Limited | No |
| Save / share reports | Yes | Yes | Yes | No |