Make informed decisions with real data. Analyze your business performance, identify trends, and optimize your resources with detailed reports.
Main Dashboard
Key metrics in real-time:
Today's appointments
Total appointments scheduled for today with current status.
Estimated revenue
Expected billing based on confirmed appointments.
New clients
Customers booking for the first time this month.
Occupancy rate
Percentage of productive time vs available time.
Types of Reports
Business Report
Overall view of business performance.
- Revenue by period
- Comparison with previous month
- Future projections
- Growth analysis
Service Analysis
Detailed performance by service.
- Most requested services
- Profitability per service
- Actual average duration
- Demand trends
Team Productivity
Performance metrics by professional.
- Hours worked
- Appointments attended
- Revenue generated
- Customer satisfaction
Customer Behavior
Patterns and habits of your customers.
- Visit frequency
- Average value per customer
- Retention rate
- Inactive customers
Cancellation Analysis
Identify and reduce losses:
Cancellation rate
% of cancelled vs confirmed appointments
Notice time
Average advance notice for cancellations
By customer
Identify problematic customers
Estimated losses
Revenue lost due to cancellations
Custom KPIs
Configure your own indicators:
Hair Salon
- Average ticket per customer
- % additional services sold
- Time between visits
- Loyalty (>5 visits)
Clinic
- New vs recurring patients
- Average wait time
- No-show rate
- Post-consultation satisfaction
Gym
- Occupancy per class
- Peak vs off-peak hours
- Monthly retention
- Most popular classes
Periodic Reports
Data Export
Available formats:
Excel (.xlsx)
Ideal for detailed analysis and custom charts.
Perfect for sharing formal reports with partners.
CSV
For importing into other systems or databases.
Automatic email
Receive periodic reports in your inbox.
Advanced Filters
Segment your data by:
Date range
Any custom period
Services
One or multiple services
Professionals
Individual or by team
Customers
Specific segments
Payment method
Cash, card, online
Location
By branch or area
AI Voice Analytics
Phone system metrics:
Calls received
Total incoming calls and average duration.
Automation rate
% of appointments managed without human intervention.
Conversion
% of calls resulting in confirmed appointment.
Satisfaction
Average rating of voice service.
Automatic Insights
CitaFlow automatically detects:
Growth opportunities
"Tuesday afternoons have 40% less occupancy. Consider promotions."
Performance alerts
"Cancellation rate increased 15% this month. Review confirmation policy."
Recommendations
"Service X generates 3x more revenue. Prioritize its promotion."
Frequently Asked Questions
How far back can I access historical data?
You can access all your historical data from when you started using CitaFlow. Data is never deleted and is always available for analysis.
Can I share reports with my accountant?
Yes, you can export reports in Excel or PDF and share them. You can also create a read-only access for them to consult directly.
Do the data update in real-time?
Yes, all metrics update instantly. As soon as an appointment is created, modified, or cancelled, analytics reflect the change.
Can I schedule automatic reports?
Yes, you can configure automatic sending of daily, weekly, or monthly reports to your email or your team's email.