Understanding your payments dashboard
The Revenue section is where you monitor your clinic's financial performance at a glance. It brings together your cumulative sales figures, a day-by-day sales chart, a live list of transactions, and a summary of today's activity — all in one place.
How to get there
- Sign in to the Glovora CRM.
- In the left-hand sidebar, scroll to the Money group.
- Click Revenue.
The page loads at /shop-summary.
If your Stripe account has not yet been connected, the Revenue page will show a "No revenue data yet" message instead of your figures. Click Connect Stripe on that screen (or go to Connections in the sidebar) and complete the Stripe onboarding before your payment data can appear. See the Connections article for step-by-step instructions.
If you see a yellow "Dev Mode — showing sample data" banner at the top of the page, your clinic is in development mode. The figures shown are placeholder data, not real transactions. Ask your account owner to disable Dev Mode once you are ready to go live.
The four summary cards
At the top of the Revenue page, four cards give you the most important numbers for your clinic since it was created. These figures are not filtered by date — they always represent your all-time totals.
Total Sales since starting
The cumulative revenue from every payment that reached a succeeded status. This is the single most important number on the dashboard — it reflects the actual money that has been collected and confirmed by your payment processor.
Refunded or failed transactions are not included. Only payments whose status is succeeded are counted.
Average Order Value
The mean value of a single completed transaction across your entire transaction history. It is calculated by dividing your total succeeded revenue by the number of succeeded transactions.
A rising Average Order Value over time typically means patients are purchasing higher-value treatments or products, or that upselling and membership upgrades are working.
Rewards unlocked
A count (not a monetary value) of the total number of times a patient has unlocked a reward or redeemed an offer. Each successful offer redemption that is applied to a completed order adds one to this count.
This figure gives you a sense of how actively patients are engaging with your loyalty and offers programme, but it does not tell you the monetary value of the discounts granted. That is shown in the next card.
Rewards redeemed
The total monetary value of discounts that have been applied through rewards and offers. Where Rewards unlocked counts individual events, Rewards redeemed shows the cumulative £ amount your patients saved through your rewards programme.
The sales chart
Below the four summary cards, the left-hand panel shows a line chart titled Sales over time. This chart is the only part of the Revenue page that is filterable by date.
Choosing a time period
Use the dropdown in the top-right corner of the chart to change the period:
| Option | What it shows |
|---|---|
| Today | Hourly or per-transaction sales for the current day |
| Yesterday | Sales from the previous day |
| Last 7 Days | Daily totals for the past seven days (the default view) |
| Last 30 Days | Daily totals for the past thirty days |
| Custom Range | Two date pickers appear — set a From and To date to define any period you need |
The chart updates instantly when you change the period. The Y-axis shows monetary values in your clinic's configured currency. The X-axis shows dates within the selected range.
Use Custom Range at the end of each month to capture an exact calendar month for reporting — for example, set From to the 1st and To to the last day of the month. This gives you a clean monthly sales picture that you can use alongside your accounting records.
When there are no transactions in the selected period, the chart shows an empty state with the message "No sales data for this period". This is not an error — it simply means no payments were completed in that window.
Today's Activity
The card to the right of the sales chart shows three figures that update in real time for the current day.
| Metric | What it means |
|---|---|
| New Bookings | The number of transactions created today, regardless of whether they are for treatments, products, or memberships |
| Revenue Today | The total value of payments completed today with a succeeded status |
| Active Members | The current count of distinct patients who hold an active membership subscription |
Active Members is an all-time figure, not a "joined today" count. It gives you a snapshot of your live subscriber base at this moment.
The transactions list
Below the chart, the Transactions list shows your most recent payments. Each row represents a single transaction.
| Column | What it shows |
|---|---|
| Client | The patient's name, or a partial ID if the patient record is not linked |
| Type | The category of the transaction — for example, membership, product, or treatment |
| Amount | The value of the transaction in your clinic's currency |
| Payment Method | How the patient paid — for example, Stripe or Card |
| Status | A green completed badge for successful payments, or a yellow badge for any other state |
| Date | The date the transaction was created |
The list on the Revenue page shows a limited number of recent transactions. To see your complete transaction history, click View all in the top-right corner of the Transactions list. This takes you to a dedicated full transactions page.
The Popular Treatments section
Below the chart, a Popular Treatments card is reserved for showing which services are most frequently booked. This section will populate automatically once bookings begin accumulating. Until then, it displays the message "No treatment data available yet."
What each field means
Total Sales since starting
The sum of all revenue from payments with a succeeded status, counted from the day your clinic account was created. Refunds, failed payments, and pending transactions are excluded.
Average Order Value Total succeeded revenue divided by the number of succeeded transactions. Shown in your clinic's configured currency. Rises when patients spend more per visit; falls when there is a high volume of low-value transactions.
Rewards unlocked A whole number count of individual reward or offer redemption events. Each time a patient applies a reward to an order, this count increases by one.
Rewards redeemed The monetary total (in your clinic's currency) of all discounts granted through rewards and offers. This is the cumulative saving your patients have received.
New Bookings (Today's Activity) The count of transactions created on the current calendar day. Note that this counts transaction records, not appointment bookings, so a patient making two separate purchases on the same day adds two to this count.
Revenue Today (Today's Activity) The sum of all succeeded transaction amounts created on the current calendar day. Resets to zero at midnight.
Active Members (Today's Activity) The number of patients currently holding at least one active membership subscription. This is a live count, not a daily change figure.
Completed (Transactions list status badge) A green badge indicating the payment was processed successfully and the funds were collected.
Pending / other states (Transactions list status badge) A yellow badge indicating a payment that has not yet reached a final succeeded or failed state. This can occur with bank transfers or certain payment methods that take time to settle.
Common mistakes
Treating Total Sales as today's or this month's revenue. Total Sales since starting is an all-time cumulative figure. It does not reset monthly or annually. To see revenue for a specific period, use the Sales over time chart with the appropriate date filter. For a monthly figure, use Custom Range and set the dates to the calendar month you need.
Assuming Rewards redeemed represents a cost to the clinic. The Rewards redeemed figure shows the total value of discounts applied through the rewards programme. Depending on how your pricing and margins are set up, this may or may not represent a direct cash cost. It is a helpful indicator of how much value your loyalty programme is delivering to patients, but it should be read alongside your transaction revenue rather than as a pure expense.
Expecting the Transactions list on the Revenue page to show all payments. The Transactions list on the main Revenue page shows only a recent subset of transactions. If you are looking for a specific payment and cannot find it in the list, click View all to open the full transaction history. The full list supports scrolling through your complete transaction record.
Thinking the chart period filter also changes the summary cards. The four summary cards at the top — Total Sales since starting, Average Order Value, Rewards unlocked, and Rewards redeemed — are all-time figures. Changing the chart period to "Today" or "Last 7 Days" updates only the chart. The summary cards always show your lifetime totals regardless of the chart period selected.
Confusing New Bookings with appointment bookings. In the Today's Activity card, New Bookings counts transaction records created today — not calendar appointments. A patient who books an appointment but pays at the point of treatment will appear in New Bookings on the day the payment is processed, not the day the appointment was booked.