Intro:
Get a quick overview of your business performance in one place. The Metrics & Reports dashboard shows key insights like revenue, job volume, and client activity—helping you compare progress, track goals, and generate exportable reports anytime. Use it to identify trends, spot opportunities, and keep your business on track. All dashboard cards use Date Completed as the reference date for reporting.
How It Works
Each dashboard section shows at-a-glance data for:
Revenue
Cash Collected
Number of Jobs
Average Order Value
New Clients
Unique Clients
Market Share
Revenue per Client
No Orders in Last X days
Click any tile to view detailed graphs by month or year, compare against last year’s numbers, and export data as needed.
Tip: Use the Export button on any chart to download the data as a .csv file for Excel or Google Sheets.
By default, second appointments are not included in the Number of Jobs card.
You can update this in Settings to include additional appointments.
Each dashboard card includes an info icon to help you understand what is included in the metric.
Hover over the (i) icon to view details.
Reports You Can Generate
The Generate Report button gives access to multiple report types, including:
Agent Referral Performance Report
Appointment Ratings Report
Bundle Performance
Client Performance
Coupon Codes
Full Order Report
Invoice Report
No Order in Last X Days
Order Page
Photographer Invoice Report
Photographer Mileage Report
Photographer Work Duration
Products Bought By
Referred Agent Performance Report
Service Performance
Each report downloads in .csv format for flexible analysis outside Spiro.
Note
The Metrics & Reports tab is currently in BETA. Additional metrics and filters will be released in future updates.
Still Need Help?
If a report doesn’t load or data seems missing, reach out through the Pink Bubble Chat for quick review by Support.