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Financial analytics

You know what’s yours before the month ends

Paid bookings are already in “Finance”, and you enter rent and other recurring expenses just once. So on any day you see your profit next to the same days of last month, and the “Forecast” hints where the month is heading. No more evening sums in a notebook — and your team can relax: you plan their pay and the new chair well ahead.

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Comparison

Is this month ahead of the last? You see it between clients

On your phone you open the same “Overview” tab of “Analytics” as on the desktop. A minute between visits, and you know how the month is going. The numbers no longer wait for the evening — and the evening stays yours.

Period comparison

Income, expenses, profit, bookings and the average check: now, then and “Change”. When expenses go down, the change is marked green.

The same days, not the whole month

On September\u{a0}19 you compare with August\u{a0}1\u{2060}–\u{2060}19, and the dates are written under the tiles. A month in progress never competes with a finished one.

Forecast to the end of the period

You see what may still come in by the end of the period: to the income already in, the larger of two is added — the unpaid bookings already made, or your average pace. It’s a guide, not a total.

The trend at your fingertip

Tap the chart or slide along it — a tooltip shows the income, expenses and profit of that day or month.

You see where the money goes, from rent to your team’s pay

On the “Expenses” tab of “Analytics” you see everything you spent in the period: recurring payments, one-off purchases and payouts to the team. So you decide on a new chair or an ad campaign by the numbers, not by feel.

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Ready-made categories, plus your own

The ready-made categories are already there, and you add your own next to them. In “Manage categories” you rename them and give them a colour.

Where most of it goes

One look at the “Largest category” tile and the “Expenses by category” bars, and you know where most of the money goes.

Team payouts, kept separate

If you run your team’s pay in Bookly, “Staff payouts” get their own row and a tile with their share of all expenses. How pay is counted is on the “Payroll” page.

Recurring expenses

You enter the rent once — then it records itself

When you add rent, utilities or a subscription, turn on “Recurring expense” and choose “Monthly”, “Weekly” or “Yearly”. You don’t have to remember the date: the expense appears on the day it’s due, even if you didn’t open the CRM that day. And if a payment stops for a while, press “Pause” in “Recurring expenses”, then “Resume”.

Set it up once and check in weekly

Three steps to knowing what’s yours — without evenings over a notebook.

1

Enter recurring expenses

Rent, utilities, subscriptions — with “Recurring expense” on. From then on they record themselves.

2

Add one-off expenses

Supplies, ads or equipment — via “Add expense”, with a category, on your computer or phone.

3

Check the forecast

Once a week open the “Overview” tab of “Analytics”: the “Forecast” hints where the month is heading, and the “Period comparison” shows what changed.

In numbers

You count less and know more

You build nothing from scratch: the categories are ready, and the comparison with the same days of last month is waiting on the “Overview” tab.

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Built-in expense categories

Rent, supplies, marketing, utilities, equipment, taxes, software and other — from day one.

5

Rows in the “Period comparison”

Each with the difference in money and in percent, and lower expenses marked green.

4

Analytics tabs

In Simple mode: “Overview”, “Income”, “Expenses” and “Bookings” — on the desktop and in the mobile CRM.

Frequently asked questions

A short guide to how Bookly counts your salon’s money. Didn’t find your answer? Write to our team.

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It’s the income of the period minus every expense, staff payouts included, by the date they were paid out. Pay that has been earned but not yet paid out is not subtracted. Income is paid bookings, income you add yourself and prepayments, minus refunds. A completed but unpaid visit shows as “Overdue” and isn’t income. “Margin” on the “Overview” tab is the profit as a percentage of income. The “Margin” next to each service is counted differently — the sales analytics page explains it.

With the same days of the previous period. On September\u{a0}19, “This month” is compared with August\u{a0}1\u{2060}–\u{2060}19, “This week” with the same days of last week, “This year” with the same stretch of last year, “Today” with yesterday, and a custom range with the same number of days before it. The exact dates are written under the tiles, and the “Period comparison” shows both values and the “Change”.

It’s a guide, not a total. “Expected income by period end” is the income you already have plus the larger of two: the unpaid bookings already made for the rest of the period, or your average income per day times the days left. Expenses carry on at the same daily pace as so far: if the rent was paid at the start of the month, the expense side comes out higher than it will be, and if it’s still ahead, lower. For “Today” and a custom range you’ll see “Period is over — forecast equals actuals”.

One-off expenses with a category — with “Add expense”, income outside bookings, and recurring expenses once. Paid bookings you don’t enter: they’re already in “Finance”. Payouts to the team go into expenses when you record them, if you run your team’s pay in Bookly — more on the “Payroll” page.

A form with a past date creates one expense on that date, and the next one on the nearest matching day after today. Missed dates are not filled in: add them as ordinary expenses. After “Resume” the expenses go on from the nearest date, and the paused days are not filled in. If you delete a recurring expense, the expenses it already recorded stay.

“Download CSV” gives the period’s totals by day, or by month when the period is longer than two months: income, expenses, profit, paid bookings, the average check and the currency. Column names are in English. In the Ukrainian CRM the file uses “;” and a decimal comma, so Excel set to Ukrainian splits it into columns right away. In Professional mode, on the “Income” and “Expenses” tabs, the “Export” menu with Excel, CSV and PDF takes the button’s place — more on the “Advanced Analytics” page.

The owner and those you gave “Full access”. Team members with the “Manager”, “Master” or “Viewer” level don’t see the “Finance” section.

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