Analytics
Track revenue, conversions, and customer behavior to grow your business with QuoteLab.
Revenue Trends
The revenue chart on your analytics dashboard shows your earnings over time. Toggle between daily, weekly, and monthly views to spot patterns. Each data point shows gross revenue, platform fees, and net earnings. A comparison line overlays the previous period so you can instantly see whether revenue is trending up or down.
Hover over any point to see a breakdown including total bookings, average ticket size, tips collected, and no-show fees charged for that period.
Booking Conversion Funnel
The conversion funnel tracks how visitors move through your booking flow from first interaction to completed booking. The stages are:
Widget Views → Quote Calculated → Date Selected → Info Entered → Payment Submitted → Booking Confirmed
Each stage shows the number of visitors and the drop-off percentage from the previous step. For example, if 100 visitors calculate a quote but only 62 select a date, your quote-to-date conversion is 62%. This helps you identify exactly where customers are abandoning the booking process and take action.
Widget Step Abandonment
Beyond the high-level funnel, the step abandonment report shows detailed drop-off data for each widget step. Common patterns and what they mean:
High drop-off at quote step
Your prices may be higher than expected, or the quote form asks too many questions. Consider simplifying your pricing dimensions or adding descriptions that justify the price.
High drop-off at date selection
You may not have enough availability. Try extending your business hours, adding more advance booking days, or reducing buffer times between appointments.
High drop-off at payment
Consider offering a lower deposit percentage, or enabling the option to pay in full later. Make sure Apple Pay and Google Pay are enabled for faster checkout.
Per-Service Breakdown
See how each of your services performs individually. The service breakdown table shows total bookings, total revenue, average ticket size, and average rating for each service you offer. Sort by any column to find your best and worst performers.
Use this data to decide which services to promote, which to adjust pricing on, and which add-ons to bundle with popular services. Services with high booking counts but low average tickets may benefit from upsell add-ons, while services with low booking counts but high ratings may need more visibility on your booking page.
Customer Retention Metrics
The customer analytics tab tracks how well you retain customers over time. Key metrics include:
| Metric | What It Measures |
|---|---|
| Retention Rate | Percentage of customers who booked two or more times |
| Average LTV | Average lifetime revenue per customer across all bookings |
| New vs Returning | Split of first-time customers versus repeat customers this period |
| At-Risk Customers | Customers who have not booked in 60 or more days, sorted by lifetime value |
| Booking Frequency | Distribution of how often customers rebook (weekly, monthly, quarterly, one-time) |
Focus on at-risk customers with high lifetime value first. These are the customers most worth re-engaging with a rebooking prompt or a special offer.
Source Breakdown
Understand where your bookings come from. The source breakdown shows bookings attributed to your embedded widget, directory listings, direct booking page link, manual entry from the dashboard, and recurring rules. This helps you understand which channels are driving the most revenue and where to invest your marketing effort.
Cross-Vertical Benchmarks
On Business and Enterprise plans, you get access to anonymized, aggregated benchmarks across all businesses in your vertical. See how your average ticket size, monthly booking count, customer retention rate, and review rating compare to the industry average.
Benchmarks are updated weekly and are fully anonymized. No individual business data is ever shared. This feature becomes more valuable as the platform grows, giving you market intelligence that no single-vertical competitor can provide.
Accessing Your Analytics
Navigate to Dashboard → Analytics from the sidebar. The overview tab shows revenue and booking trends. Use the tabs to switch between Services, Customers, Team (if you have multiple technicians), and Sources views. All charts support date range filtering and can be exported as CSV for use in spreadsheets or accounting software.
Need more help? Contact our support team or email [email protected].