The Overview report is the default view on the Reports page. It's a single-page dashboard that tells you, for the date range you've picked, how much money you made, how many appointments you ran, how many clients you saw, and what your pet mix looked like.
This article walks through every section of the page. Pick a date range at the top, tap refresh, and follow along.
At the top of the Overview report is the Expected Revenue chart — a time-series graph that plots your expected revenue across the date range you selected. Each bar or point represents one day (or one week, depending on how long your range is).
"Expected" means the total dollar value of the appointments on your books, counting completed appointments at their actual price and upcoming appointments at their quoted price. It's a forward-looking number — if you filter to a range that includes future appointments, they're included in the chart.
Use this chart to eyeball whether business is trending up, flat, or down. A series of consistently taller bars on Saturdays, for example, is a clue that you could add more Saturday capacity.
Below the chart is the Revenue section, which breaks the total dollar figure into line items:
Expected Revenue — the sum of every appointment in the date range, regardless of status. This is the headline number.
Revenue from Services — the portion that came from service charges (baths, cuts, nail trims, etc.).
Revenue from Service Charges — extra service charges (add-ons) billed on top of the base service.
Tips — total tips collected.
Taxes — sales tax, if you charge it.
Discounts — total discounts given out. Shown as a positive number here but it's a reduction from your gross.
Total — gross revenue after taxes and tips, minus discounts.
A few common checks using these numbers:
Tips / Revenue from Services ≈ your average tipping rate. If this is suspiciously low, clients may not realize they can tip.
Discounts as a share of Total — if this climbs month over month, your discounts are eating into profit.
Next is the Appointments section, which tells you how many appointments you had in the date range and what status each one is in:
Total — every appointment in the range, regardless of status.
Completed — finished appointments. This is your "real" count of pets groomed.
Unconfirmed — booked but the client hasn't confirmed.
Confirmed — the client confirmed but the appointment isn't marked completed yet (it's either still in the future or you forgot to mark it done).
Waitlist — entries sitting on the waitlist during this period.
Cancelled — cancelled appointments.
No Show — clients who didn't show up.
What to do with these numbers:
Completed / Total is your effective delivery rate. 100% means everything on the books got done. Below 90% usually means No Show and Cancelled are eating into your day.
No Show count is one of the most important health metrics. High no-shows usually mean your reminder cadence isn't working (check Auto Messages) or you need to start requiring deposits.
Unconfirmed sitting at zero most of the time is good — it means clients are replying to confirmation texts. If you see a lot of Unconfirmeds, go look at how your confirmation Auto Message is worded.
See Appointment statuses for a full rundown of what each status means and when Teddy applies them automatically.
The Clients section counts how many unique clients you saw in the range:
Total — how many unique clients had an appointment in this window.
New — first-time clients (their first appointment with you ever fell inside this window).
Returning — everyone else.
The single most important growth number in this whole report is New. A shop that isn't pulling in new clients is a shop that will slowly shrink as old ones drop off. Look at the last three months and ask: is New trending up, flat, or down?
Returning / Total is your loyalty rate — how much of your business comes from people who already know you. Healthy groomers run 80–90% returning, which means the other 10–20% has to be fresh blood every month.
The final section is Pets, which counts the pets (not clients) you groomed:
Total — total unique pets in the range.
Dogs — dogs.
Cats — cats.
Other — everything else (rabbits, ferrets, birds, and so on).
Pets Total is usually higher than Clients Total, because many clients have more than one pet. If the gap between the two is small, most of your customers are single-pet households. If it's large, you've got a lot of multi-pet families — those tend to be higher-value and stickier, so they're worth catering to.
A healthy monthly Overview report has:
Expected Revenue chart that's flat or rising
Completed ≈ Total (high delivery rate)
No Show in the low single digits at most
New clients > 0 every month (growth)
Returning clients making up the majority of your volume (loyalty)
If any of those are off, the fix is usually upstream of Reports — in Scheduling (statuses), Auto Messages (reminders), or your Clients & Pets list (tag usage for follow-ups).
Tip: Save yourself a spreadsheet by running the Overview report for the same date range every month and writing the totals down in a client note on a dummy client named "Monthly Metrics." Over a year you'll have a simple, searchable history you can compare against.
