Revenue
The Revenue section gives you a live view of your clinic's financial performance — total sales, average order value, daily activity, and a period-by-period sales chart. It also surfaces your product catalogue and a running list of recent transactions.
Where to find it: In the left-hand sidebar, click Revenue.
What you see on the page
The Revenue page is laid out in four stacked sections:
- Four summary cards across the top
- A sales chart (left) alongside a Today's Activity panel and Popular Treatments panel (right)
- A Transactions list
- A Featured Products grid
The four summary cards
The four cards at the top of the page show all-time figures. They are not filtered by the period selected in the sales chart — they always reflect every succeeded transaction since your clinic account was created.
| Card | What it shows |
|---|---|
| Total Sales since starting | The sum of all succeeded transactions charged through your clinic. Displayed in your clinic's currency. |
| Average Order Value | The mean transaction amount across all succeeded transactions. Displayed in your clinic's currency. |
| Rewards unlocked | The total number of offer redemptions that have been completed by patients. This is a count, not a currency figure. |
| Rewards redeemed | The total value of vouchers redeemed by patients, in your clinic's currency. |
The "Since starting" badge on the Total Sales card is a visual reminder that these cards are not period-filtered. No matter what you select in the chart controls, the four cards do not change.
Today's Activity panel
To the right of the sales chart is the Today's Activity panel. Unlike the summary cards, these three figures update throughout the day:
| Row | What it shows |
|---|---|
| New Bookings | The number of transactions recorded since midnight today |
| Revenue Today | The sum of transaction amounts since midnight today, in your clinic's currency |
| Active Members | The total number of patients who currently hold an active membership subscription |
The sales chart
The sales chart is titled Sales over time and plots transaction revenue across a date range you choose.
Period filters
Use the dropdown in the top-right corner of the chart to switch between periods:
| Option | What it shows |
|---|---|
| Today | Transactions from midnight to now |
| Yesterday | Transactions from the previous calendar day |
| Last 7 Days | Rolling 7-day window ending now (default) |
| Last 30 Days | Rolling 30-day window ending now |
| Custom Range | Any start and end date you specify |
Using Custom Range
- Select Custom Range from the dropdown.
- Two date pickers appear — From and To.
- Enter your start and end dates.
- The chart updates automatically once both dates are set.
The chart displays dates along the bottom axis and currency amounts on the left axis. When there is no revenue data for the selected period, the chart shows "No sales data for this period."
Breakdown by treatment or staff member
There is currently no breakdown of revenue by individual treatment, product, or staff member on the Revenue page. The Popular Treatments panel on the right-hand side is a placeholder that will display treatment data once this feature is activated — it currently shows the message "No treatment data available yet. Popular treatments will appear here once bookings begin."
To see which treatments or products have been purchased, use the Transactions list (described below) or the Client Profiles page, which shows per-patient purchase history with full line-item detail.
Transactions list
Below the chart is the Transactions list, which shows the most recent transactions for your clinic.
| Column | What it shows |
|---|---|
| Client | The patient's name, or a truncated ID if no name is available |
| Type | The transaction category (e.g. treatment, membership) |
| Amount | The amount charged, in your clinic's currency |
| Payment Method | How the patient paid (e.g. card, Stripe) |
| Status | Completed (green) or pending (yellow) |
| Date | The date the transaction was recorded |
Click View all in the top-right corner of the transactions panel to go to the full Transactions page, which lists every transaction for your clinic without truncation.
Featured Products grid
At the bottom of the page is the Featured Products grid, which shows up to three products from your catalogue with their name, type, category, and price. This is a quick visual reference — to manage your full product list, go to the Shop section.
Revenue figures and Stripe fees
All amounts on the Revenue page — Total Sales, Average Order Value, Revenue Today, and the sales chart — are gross figures. They represent the full amount charged to the patient before Stripe's processing fee is deducted. What actually arrives in your bank account will be lower once Stripe's fee is removed.
To see net payouts and Stripe fee breakdowns, use the Payouts page (see below).
Revenue vs Payouts — when to use each
| Use | Go to |
|---|---|
| Checking how much your clinic has taken in sales overall | Revenue |
| Checking what has actually been paid out to your bank account | Payouts |
| Verifying your Stripe account connection and payout status | Payouts |
| Reviewing whether charges and payouts are currently enabled | Payouts |
The Payouts page is accessible from the sidebar and shows your Stripe account's live status — including whether charges are enabled, whether payouts are enabled, and links to the Stripe dashboard where you can view individual payout transfers. Revenue shows what patients paid; Payouts shows what Stripe has sent to your bank.
Finding per-patient transaction detail
The Revenue page does not link through to individual patient records. The Transactions list shows which patient made each payment, but clicking a row does not open a patient profile.
To view a full purchase history for a specific patient — including individual line items, amounts, and any discounts applied — go to Clients, open the patient's profile, and scroll to the Purchase History section.
What each field means
| Field | What it means |
|---|---|
| Total Sales since starting | Sum of all succeeded transactions for your clinic, from the day the clinic was created to now |
| Average Order Value | Mean transaction amount across all succeeded transactions, all time |
| Rewards unlocked | Number of offer redemptions completed by patients (count, not value) |
| Rewards redeemed | Total value of vouchers patients have redeemed, in currency |
| Revenue Today | Sum of transactions created since midnight today |
| Active Members | Count of patients with a currently active membership subscription |
| Sales over time chart | Period-filtered view of transaction revenue; does not affect the four summary cards |
Role permissions
By default, the Revenue page is visible to clinic owners and managers only. The summary cards, sales chart, and transactions list all require owner or manager access at the API level.
Access to the Revenue section is controlled by the Can view dashboard permission in Staff → Permissions. The clinic owner can grant or restrict this access per role from that tab. If a staff member cannot see the Revenue item in the sidebar, they do not have this permission.
Common mistakes
Thinking the chart period affects the summary cards It does not. The four cards at the top — Total Sales, Average Order Value, Rewards unlocked, Rewards redeemed — are always all-time figures. Changing the chart from Last 7 Days to Last 30 Days has no effect on those cards. If you need a period-specific total, use the sales chart and read the values off the bars or look at the Transactions page with a date filter.
Using Revenue figures to reconcile bank deposits The amounts on the Revenue page are gross figures — the amount charged to the patient. Stripe deducts its processing fee before making a payout. If you are trying to reconcile what landed in your bank account, go to the Payouts page or log in to the Stripe dashboard directly. Revenue ≠ what you receive.
Looking for per-treatment sales on the Revenue page There is no treatment-level breakdown on this page. The Popular Treatments panel is a placeholder. If you need to know how much revenue individual treatments have generated, export your transaction data from the Transactions page or review patient purchase histories in Client Profiles.
The best use of the Revenue page is a quick daily glance: check Revenue Today and New Bookings in the Today's Activity panel, then confirm the chart is trending in the right direction. For anything more detailed — per-patient records, treatment breakdowns, or bank reconciliation — use Client Profiles or Payouts.
If your clinic has not yet processed any real transactions and Dev Mode is enabled in your clinic settings, the Revenue page will show a yellow banner reading "Dev Mode — showing sample data." The figures displayed are illustrative only and do not reflect real payments. Dev Mode is turned off automatically once your first real transaction is recorded.