Business Analytics

CleaningBiz Analytics Dashboard – User Guide

This guide walks you through each section of the CleaningBiz Analytics Dashboard to help you track performance, understand trends, and make data-driven decisions for your cleaning business.

1. Accessing the Analytics Dashboard#

Where to Find It:

• Log in to your CleaningBiz AI account.
• Click the Analytics option in the main menu.

✅ The dashboard gives you an overview of your business performance, bookings, cleaners, customer behavior, and revenue trends.

2. Business Analytics (Key Metrics)#

Where to Find:

• At the top of the main Analytics page.
• Accessible in the Quick Actions on Dashboard.

Descriptions of Key Metrics:

• Total Revenue:
  The total income your business has earned from all paid invoices.

  Use this to track financial growth and set revenue goals.

• Total Invoices:
  Shows the number of invoices generated (paid and unpaid).

  Indicates your total billing volume.

• Paid Invoices:
  The number of invoices that have been fully paid by customers.

  Helps measure how effectively you’re collecting payments.

• Payment Rate (%):
  Calculated as (Paid Invoices ÷ Total Invoices) × 100.

  A higher rate means customers are paying promptly.

• Total Bookings:
  Displays the total number of cleaning jobs booked.

  Reflects your business activity and demand.

• Completed Bookings:
  Bookings that were marked as completed.

  Helps you measure service delivery and team effectiveness.

• Completion Rate (%):
  Formula: (Completed Bookings ÷ Total Bookings) × 100.

  Shows how reliably your business fulfills jobs.

• Total Cleaners:
  Number of cleaners registered with your company.

  Gives insight into team size.

• Active Cleaners:
  The number of cleaners currently working or available.

  Helps manage workforce utilization.

• Cleaner Utilization (%):
  Formula: (Active Cleaners ÷ Total Cleaners) × 100.

  Indicates how efficiently your team is being used.

3. Revenue Analytics#

Where to Find:

• Sidebar > Revenue Trends

What You’ll See:

• Revenue Over Time Charts:
  Track daily, weekly, monthly, or yearly revenue performance.
• Period Selector:
  Choose custom date ranges to compare earnings.

How to Use:

• Spot high and low-income periods.
• Evaluate performance across months or quarters.
• Plan offers or pricing adjustments based on patterns.

4. Bookings Analytics#

Where to Find:

• Sidebar > Booking Analytics

What You’ll See:

• Booking Volume Charts:
  Visualize how many bookings you receive over time.
• Booking Status Breakdown:
  Pie/bar charts showing completed, canceled, pending, and missed jobs.

How to Use:

• Monitor booking growth or drops.
• Identify reasons for cancellations or no-shows.
• Improve your booking system or customer communication flow.

5. Cleaners Analytics#

Where to Find:

• Sidebar > Cleaner Analysis

What You’ll See:

• Jobs per Cleaner:
  Track workload distribution across team members.
• Performance Metrics:
  Includes ratings, completion rate, and reliability.
• Cleaner Revenue:
  See how much revenue each cleaner helps generate.

How to Use:

• Recognize high-performing cleaners.
• Identify who may need coaching or support.
• Balance work fairly among the team.

6. Addons Analytics#

Where to Find:

• Sidebar > Addons Analysis

What You’ll See:

• Addon Sales Count:
  Number of times each addon (e.g., oven cleaning, pet hair removal) is booked.
• Addon Revenue:
  Revenue generated from each addon.
• Popularity Charts:
  Visual comparison of addon usage.

How to Use:

• Promote popular addons to increase sales.
• Improve or remove addons with low adoption.
• Experiment with pricing or bundling to increase addon value.

7. Customer Analytics (if enabled)#

Where to Find:

• Sidebar > Customer Analysis

What You’ll See:

• Customer Growth:
  Visual chart of how your customer base is expanding.
• Repeat vs. New Customers:
  Breakdown of returning customers vs. first-timers.
• Customer Value:
  Identify customers who spend the most or book frequently.

How to Use:

• Reward loyal customers with discounts or perks.
• Target high-value clients with personalized service.
• Review marketing impact by measuring new customer acquisition.

8. Using the Dashboard Effectively#

• Navigate Easily: Use the sidebar to move between analytics categories.
• Filter by Date: Most charts allow you to choose a custom date range.
• Hover for Details: Hover over bars and points to see exact numbers.
• Export Reports: Use the download button (if available) to export data for sharing or backup.

9. Pro Tips: Making the Most of Analytics#

• Review your dashboard weekly or monthly to stay informed.
• Share data with your team during meetings or planning sessions.
• Set measurable goals for growth and performance based on analytics.
• Watch for early signs of trouble like declining revenue or low completion rates.

💡 Need Help?
Use the Help section within the platform or contact support if you’re unsure how to interpret the data or want tips to improve your metrics.