About Analytics
Analytics in Cosmesoft provides powerful, data-driven insights into your practice's performance through interactive dashboards and custom reports. It allows you to move beyond basic lists and see the "big picture" of your clinic's health in real time.
Analytics may also be referred to as Reports, Dashboards, or Business Intelligence (BI) in some parts of the product.
What Analytics covers
The Analytics module allows you to monitor sales, service trends, and staff performance through a variety of visual tools.
- Performance Dashboards — Visual summaries of key metrics like total sales, revenue trends, and client acquisition.
- Top Performers — Insights into your most popular services, best-selling products, and highest-grossing staff members.
- Custom Reporting — The ability to build your own widgets and charts to track the specific data that matters most to your business.
- Real-time Filtering — Drill down into your data by location, specific staff members, or custom date ranges.
Why it matters
Correctly using analytics ensures that:
- Business decisions are data-driven — Identify top-performing services to plan your marketing and menu changes.
- Staff performance is recognised — Monitor clinician utilisation and achievement to optimise rosters.
- Inventory is optimised — Track product sales volumes to inform purchasing decisions.
- Financials are validated — Cross-check daily and monthly sales against bank deposits and POS records.
How it fits into your workflow
- Business Planning — Use revenue trends to set growth targets and marketing spend.
- Staff Management — Review individual metrics to support performance reviews and training.
- Financial Review — Use aggregated data for monthly reconciliation and business health checks.
Access and permissions
- Viewing — Owner, Admin, Manager.
- Creating / Designing — Owner, Admin.
- Deleting — Owner, Admin.
Related articles
Last updated: 9/5/26, 1:40 AM