Scheduling Pro ROI report template

Overview

The Scheduling Pro ROI report connects your online booking data with financial outcomes to show return on investment. It includes metrics such as marketing source, session-to-booking conversion, job revenue, and estimated ROI. This report helps you determine which marketing channels or campaigns generate the most value through online bookings.

Who uses this feature

Administrators, managers, and office employees
Applies to all business types

Feature configuration

Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.

Things to know

If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Report examples

Create a report that compares total revenue and completed jobs by scheduler. This helps you identify which schedulers generate the highest return on investment and deliver the most completed jobs.
Run a report showing average 30-day booked jobs and average 30-day revenue by marketing source. This helps you evaluate the effectiveness of each marketing channel and determine which campaigns drive the most valuable bookings.
Create a report that lists total revenue and average ticket amounts by brand name. This helps you assess profitability across brands and identify where higher-value jobs are being booked through Scheduling Pro.

Create a Scheduling Pro ROI report

Go to the top toolbar and click Reports > All Reports.
Click Create Report.
In the New Report screen, select All or Other as a report type.
Select Scheduling Pro ROI Report as report template.

You can then select and customize the following columns to include in your report.

Tenant ID: Unique identifier assigned to the tenant (business account) using Scheduling Pro.
Tenant Name: Name of the tenant (business) associated with the scheduler data.
Brand Name: Name of the brand under which the scheduler operates.
Scheduler ID: Unique identifier for the specific online scheduler instance.
Scheduler Name: Unique identifier for the specific online scheduler instance.
Average 30D Booked Jobs: Average number of jobs booked through the scheduler over the past 30 days.
Average 30D Revenue ($): Average revenue generated from booked jobs over the past 30 days.
Average Ticket ($): Average dollar amount per completed job.
Total Revenue ($): Total revenue generated from all booked and completed jobs.
Total Jobs Created: Total number of jobs created through the scheduler.
Total Completed Jobs: Total number of jobs completed after being created through the scheduler.

Tip: Hover over the name of the column to see a short description.

Run the Scheduling Pro report template

Click the From - To field to set date filters. You can:
1. Use the calendar to select a specific date range and click Apply.
2. Use the left menu to select a preset date range:
  1. Today: From 12:00 AM to the current time
  2. Yesterday: Previous day, from 12:00 AM to 11:59 PM
  3. Last 7 Days: Previous seven days, including the current date
  4. Last 14 Days: Previous 14 days, including the current date
  5. Last 30 Days: Previous 30 days, including the current date
  6. Month to Date: From the first of the current month to the current day
  7. Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
  8. Last 90 Days: Previous 90 days, including the current date
  9. This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
  10. Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
  11. Quarter to Date: From the first day of the current quarter to the current day
  12. Year to Date: From January 1 of the current year to the current day
  13. Last 365 Days: Previous 365 days, including the current date
  14. Last Year: January 1 - December 31 of the previous calendar year
(Optional) Select the Breakdown by Scheduler box to separate the data by schedulers.
When finished, click Run Report.

Tip: Click Edit Columns to add and remove columns. You can arrange report columns and apply filters for further customization.

Want to learn more?

See Run, filter, and export reports
See Schedule reports