Insights and Revenue

Insights gives managers a read-only view of business performance for the current workspace. It combines revenue, transactions, bookings, top services and products, payment distribution, comparisons, and activity timing into one operating dashboard.

Payments is the money operations surface. Insights explains what happened; Payments is where operators review the payment ledger, connected-account status, payouts, and payment actions.

Surface Map

Use Insights for analysis. Use Payments when the operator needs to act on money movement.

Visibility

Insights is a manager-level console surface. Owners, admins, and managers can open the page for the cookie-selected workspace.

Manager visibility rules:

• Manager-level operators see workspace performance rather than customer-facing payment credentials.
• Insights should not expose payment setup secrets or connected-account administration.
• Staff who are not in the manager tier should use the task-specific surfaces they are allowed to access.
• Payments remains the authoritative route for payment operations and payment status checks.

If an operator can open Payments but not Insights, verify workspace membership and role before checking analytics data.

Periods

The Insights page has one selector for most analytic windows.

The performance summary at the top of the page uses a fixed this-month window. It is a current snapshot, not a reflection of the selected trend period.

All money values are formatted in the workspace currency. Backend values travel as integer cents before display.

Overview Tab

The Overview tab answers whether revenue and demand are moving in the right direction.

Empty states are expected for new workspaces or periods with no activity.

Distribution Tab

The Distribution tab explains how revenue and activity are distributed.

For comparison cards, the 7-day selector compares against the previous 7 days. Wider selectors use the backend monthly comparison window.

The hourly heatmap combines POS transaction timing with booking appointment timing. POS sales are bucketed by when the transaction was created; bookings are bucketed by when the appointment is scheduled to happen. That makes the heatmap useful for staffing, not just accounting.

Exports

Use Export CSV on the Insights page to download the selected period.

Export behavior:

• The export follows the active period selector.
• The browser receives a CSV attachment from the backend.
• Rows include transaction date, transaction ID, amount, fees, net amount, payment method, employee, and status.
• The export is workspace-scoped and should be treated as operational financial data.
• Large or custom reporting needs should use a narrower date range or a dedicated finance workflow rather than screenshots.

The Insights export is for analysis. It does not replace the Payments surface for transaction actions, refunds, account requirements, or payout review.

Payments Relocation

Revenue operations moved to Shop > Payments. The old Shop > Revenue route permanently redirects to Shop > Payments so bookmarks keep working, but new operator guidance should point to Payments.

Use Payments for:

• Connected payment account state.
• Payment ledger review.
• Recent transactions.
• Payout and requirement checks.
• Refund or payment action workflows.
• Manual payment recording.

Use Insights for:

• Revenue trend analysis.
• Period comparison.
• Top services and products.
• Payment-method distribution.
• Hourly activity planning.
• CSV analysis exports.

Troubleshooting