Reading Your Analytics Dashboard

Analytics is where you see how your business is actually doing — revenue, orders, clients, your team. You’ll find it in your app’s main navigation. Opening it takes you straight to the Overview tab.

The seven tabs

The dashboard is organized into tabs, shown in a sidebar on desktop and a bottom sheet on mobile: Overview, Orders, Revenue, Clients, Services, Team, and Payouts.

• Overview is available on every plan, including Free. It’s your at-a-glance snapshot.
• Orders, Revenue, Clients, and Services are available on paid plans.
• Team and Payouts are available on higher paid plans.

If a tab isn’t included on your plan, it’s still visible — it renders blurred behind an overlay describing what’s inside and naming the plan you’d need. See account and billing or the pricing page for what’s included on each plan.

For what each tab covers in depth, see order and scheduling analytics, revenue and service reports, client analytics, and team performance and payouts.

The date-range picker

Every tab shares one date-range control at the top of the page. Choose from presets — last 30 days, last 3 months, last 6 months, last 12 months, this year, last year — or set a custom range. The default is last 12 months.

Changing the range re-fetches every chart and stat on the tab you’re viewing. The x-axis granularity on charts adjusts automatically to the span you pick: short ranges bucket by day, medium ranges by week, and longer ranges by month. Ranges beyond 24 months are clamped to the most recent 24 months.

What’s on Overview

Overview shows four stat cards:

• Revenue — cash actually collected in the range, by payment date, net of refunds.
• Orders — orders placed in the range.
• Outstanding Balance — a live total owed across unpaid, awaiting-payment, partially paid, and overdue orders, not tied to the date range.
• Upcoming Shoots — shoots scheduled from today onward that haven’t happened yet.

Below that, you’ll find a revenue trend chart, an active pipeline breakdown by workflow stage, and an order volume chart. For milestone-style progress tracking — first booking, revenue tiers, best-week records — see the Grow journey.

If you’re a photographer on the team

If your role is Photographer, you won’t see the tabbed dashboard above — instead you get My Analytics, a single page scoped to your own shoots. It shows your shoot counts, upcoming shoots, average lead time, and median turnaround, plus your own workload trend, assignment breakdown, and shoot-by-day patterns. It doesn’t include business-wide revenue or other team members’ numbers, and it isn’t limited by plan.

Assistants don’t have an analytics view. For who sees what, see team and roles.