Make data-driven decisions, faster

Mindbody’s built-in dashboards and reports help you track important business KPIs, so you can spot trends faster to make smarter business decisions.

Common KPIs you can track include:
 

• Revenue: Sales by date range, product description, item type (services/classes/retail), and location.
• Attendance: Check-ins, first visits, bookings, cancellations and no-shows.
• Utilization: Class fill rate (how much capacity you’re using), appointment occupancy (how much of your available appointment time is booked), and peak vs. off-peak performance.

Yes, Mindbody reports can be filtered to show the numbers you care about like date range, location, staff, or service. You can then export and send to stakeholders on a consistent cadence.

Mindbody reports can be exported in common, shareable formats—most often CSV (for spreadsheets and uploads) and PDF (for printing or quick sharing). Some reports may also support Excel formats (XLS/XLSX) depending on the specific report.

Mindbody can connect to business intelligence (BI) tools so you can track performance your way—especially if you need multi-location views or custom KPIs.
 

• Integrations: Connect Mindbody data to your analytics stack, which can include email and CRM tools, automation platforms, or data pipeline connectors that move data into your reporting setup.
• Data Mart: Connect BI tools directly to supported data models via Snowflake or export into your own backend.
• APIs: Export data and build custom pipelines into BI tools like Tableau, Power BI, or Looker for deeper reporting and insights.

Mindbody reporting usually updates in minutes, with some high-level reporting catching up later the same day. Here’s a good rule of thumb you can follow:
 

• Single sale or check-in: Usually updates in minutes.
• Analytics (with more complex data): Usually updates once every 24 hours.
• Summary dashboards and daily totals: Updates in a few hours, depending on the complexity of the data and processing timing.

Yes, Mindbody lets you control report access by role, so the right people see the right data. You can restrict sensitive info like financial reporting and certain operational reports so front desk staff see what they need, while managers and owners get the bigger picture.

Mindbody keeps historical client, visit, and transaction history so you can look back and spot trends without digging through old spreadsheets. Here’s what type of historical data you can access:
 

• Client history: Review past visits, purchases, and key account details.
• Transactions: Review sales history for services, classes, memberships, and retail purchases.
• Reporting: Filter by date range to review older reports.

Note, Analytics 2.0 reporting will show data from January 1st, 2021 onwards.

Yes, Mindbody can help you compare KPIs across locations in Analytics 2.0. You get a corporate-level view of performance, with the ability to drill down by location.

Key multi-location KPIs include:
 

• Sales and autopay sales
• Total and first-time visits
• New members and total active members
• Average client spend per visit or sale

Yes, Mindbody can help you migrate key data from Vagaro, Zen Planner, Square, and other platforms. What can be moved (and how much is automatic) depends on what system you’re coming from and the type of data, like client profiles, purchase history, memberships/packages, and services/staff info.

You won’t have to start over—Mindbody can help make the switch easier.

You can access Mindbody reports anytime under the Reporting & Analytics tab in your software. Business owners and operators use Mindbody reporting to help them track:
 

• Revenue: Sales by date range, product type (services/classes/retail), and location.
• Client volume: New client growth and client retention.
• Attendance: Class check-ins, bookings vs. attendance, cancellations, and no-shows.
• Utilization: Class fill rate (how much capacity you’re using), appointment occupancy (how much of your available appointment time is booked), and peak vs. off-peak performance.
• Average ticket: Average client spend per visit or sale.

Using reports, you can map revenue and measure attendance and client retention rates—key metrics for understanding business growth.

In Analytics 2.0, your Revenue report shows total completed sales in Mindbody for the date range you select. It can include sales from services, classes, memberships, packages, and retail.

A few quick notes:
 

• Tips aren’t included in the Revenue report.
• Taxes, gift cards, and your payment on account may be included or excluded based on the toggles you select on the dashboard.

Bottom line: Revenue shows what was actually sold in that time period—clean, clear, and filterable.

A visit is counted when a client checks in for a class or appointment. Visits are tracked at the time of the visit (not when the client booked).

If a client late cancels or no-shows, it won’t count as a visit.

Small differences usually come down to settings or timing. Dashboards and detailed reports may be using different filters (like whether taxes or tips are included), or data may still be updating.

Recommendation: Make sure both views use the same date range and filters, refresh, and check again.

A member is a client with an active membership to a Mindbody business. Depending on your settings, a client’s membership can still count as active even if their payment is declined.