Stay in control with Goldie’s latest Reports update

Goldie app reports feature improvements

We’re excited to announce that Goldie now gives you access to a suite of game-changing reports that will transform how you manage your salon. 

Besides the reports we previously offered, you will now see comprehensive information about your income, appointments, and clients, together with a forecast option.

Read more to explore the incredible advantages that salon owners experience when they choose to leverage these reports and how you can constantly check how your business performs. 

Advantages of having appointments, income, and client reports:

  • Decision-making: Data-driven insights will help you make informed decisions about your pricing strategy, staffing, and marketing plans.
  • Financial clarity: Keeping track of your business is vital for financial stability. The Goldie reports provide a clear overview of your earnings, clients who came to your salon and number of appointments, helping you identify trends and areas of improvement.
  • Appointment optimization: This insight helps you optimize your salon’s scheduling, ensuring that you can accommodate more clients during busy times and reduce idle periods during slower hours.
  • Forecasting Tools: With Goldie’s forecasting features, you can predict future trends based on historical data.
  • Time Savings: Say goodbye to manual data collection. Goldie’s automated reporting saves you time, so you can focus on what you do best: running your salon and providing exceptional service to your clients.

What’s New in the Goldie Reports?

Our updated reports are designed to provide you with a wider view of your business data. We’ve categorized reports into three distinct types: Appointments, Payments (specifically for users with the payments feature activated), and Clients. 

Appointments, payments and clients reports

Let’s dive into the key improvements:

1. Forecast Option

Goldie reports forecast option

You will be able to choose to include a forecast in the reports. This feature projects earnings from upcoming appointments that are already booked, giving you insights into your expected revenue.

2. Custom Date Ranges

Custom date ranges

We’ve added the ability for users to select a custom date range when generating a report. This accommodates regions with fiscal years that differ from the standard January to December format (e.g., UK, Australia).

3. Hours Report

Hourly reports Goldie app

You’ll have access to additional information on the hours worked by staff and the time spent on specific services. This feature offers a comprehensive view of resource allocation and staff performance.

4. Revenue Breakdown by Payment Method

Goldie app payment method

For users with the payments feature activated, you’ll now have access to a revenue breakdown by payment method, whether cash or card. Additionally, you can mark payments as cash directly from the appointment’s payment screen.

5. Enhanced Exportable Reports

Export reports Goldie app

Our exportable reports have been upgraded to provide you with even more detailed information. 

  • Date/Time format is adapted to your country for a seamless experience. 
  • Additional columns for “Duration” (in hours and minutes) and “Status” (e.g., Completed) of the appointment have been added. 
  • The Appointments report is now further broken down by staff and service. 
  • The Payments report provides a breakdown by staff and payment method, including Tips and Sales tax information.

Waiting forward to your feedback on Goldie’s improved reports in the comments section below. Now, it’s easier than ever to track your business’s financial health and ultimately achieve greater success in your endeavors. 

Don’t forget to update the app to the latest version to ensure this option is available. 

As always, if you’ve got questions and proposals, we’re more than happy to hear from you at [email protected] .

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