The Stats period selector and compare mode
How the year, month, custom-range, and compare-to controls at the top of every Stats screen work.
Every Stats screen has a year dropdown, a month dropdown, and a Custom… button at the top, plus a + Compare to link below. Together they set the time window every chart on the page reads from.
Year and month
The year dropdown lists every year back to the year of your first counted booking. The month dropdown starts with All months, then the twelve months of the selected year.
- Year alone (with All months) → the full year.
- Year + a specific month → that calendar month.
The current month and any future months are greyed out until they exist.
The "ends today" rule for the current year
For any past year, All months means January 1 through December 31. For the current year, All months means January 1 through today — not through December 31 of a year that hasn't finished. Picking the current month means the first of that month through today.
Custom range
Custom… opens a date-range picker. While a custom range is active, the year and month dropdowns grey out and a Custom: chip with an × replaces them. Tap the × to return to the dropdowns. A custom range can span any number of days, months, or years.
How the charts group time
Charts that run along a timeline group themselves to fit the period you picked, so you always get a readable number of bars instead of hundreds of thin ones:
- A single month shows one bar per day.
- A few months show one bar per week.
- A year or more shows one bar per month.
This happens on its own — there's no setting to change it, and the individual chart pages don't repeat it.
Compare to
+ Compare to drops a second row of the same three controls below the primary row.
Compare picks a smart default based on the primary:
- Full year → previous year.
- Specific month → same month a year earlier.
- Custom range → same-length window ending immediately before the primary's start.
Override the default by picking anything on the compare row.
With compare on, every chart that runs along a timeline shows both periods side by side. Ranked lists (like Top Clients) show as two separate lists instead. A green dot marks the main period, a blue dot the one you're comparing to.
"Fill to full" in compare mode
When the main period is the current year (or current month) and you compare it to a past one, the current side would normally stop at today and the bars wouldn't line up. Compare mode quietly stretches the current side out to the full year (or full month) so the two sets of bars match up.
Outside compare mode, the current year still cuts off at today.
Forecast is the exception
The Forecast tab doesn't use this period selector. It has its own date picker on the tab itself, because the period selector looks at the past and Forecast looks at what's coming up.
Frequently asked questions
- Why doesn't the year dropdown go back further?
It goes back to the year of your first counted booking. Earlier years have no data.
- Can a custom range span more than one year?
Yes. Any start and end date works.
- I picked February 2024 and turned on compare. Why did it default to February 2023?
Same period one cycle back: same month a year earlier, previous year for years, same-length window for custom ranges. Override it from the compare row if you want something else.
- Does the period selector affect Forecast?
No. Forecast has its own date picker on the tab itself.
See this in action
- The Activity tabWhat the Activity tab shows — your total bookings, completed sessions or appointments, the bar chart that breaks them down, your completion rate, and (time-based) your busiest days of the week.
- The Clients tabWhat the Clients tab shows — unique clients, new clients, the new-vs-returning split, your top clients by spend, where your clients come from, and (project-based) how many sessions per booking.
- The Forecast tabWhat the Forecast tab shows — confirmed future revenue, pending pipeline, a timeline of upcoming revenue, and the list of upcoming sessions. The one Stats tab that looks forward instead of back.
- The Guests tabWhat the Guests tab on Studio Stats shows — guest spot count, guest fee income, where guests come from, top guest artists with their fees, and guest occupancy by month.
- The Locations tabWhat the Locations tab shows — your guest-spot count, your best guest spot by revenue, a year-by-year timeline of where you worked, and a performance breakdown per location. Project-based practitioners only.
- The Operations tabWhat the Operations tab on Studio Stats shows — workstation count, cancellation rate, workstation utilization and conflicts, busiest days, cancellation analysis, and booking lead time.
- The Revenue tabWhat the Revenue tab shows — net and gross revenue, the monthly revenue bar chart, revenue split by service, and the kept-deposit total from cancelled bookings.
- The Studio Overview tabWhat the Overview tab on Studio Stats shows — total sessions, active team, completion rate, workstation use, today's snapshot, the next 7 days strip, and any open action items.
- The Studio Revenue tabWhat the Revenue tab on Studio Stats shows — gross and net studio revenue, your team's revenue, guest fee income, the revenue-by-period curve, the team-vs-guest net breakdown, and seasonality.
- The Team tabWhat the Team tab on Studio Stats shows — the resident vs guest split, sessions per practitioner broken down into completed, dropped and scheduled, and the period-by-period breakdown.
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