Closing out the day, the week and the month

There are three moments when a salon owner actually wants numbers: locking up at night, sitting down on a Monday, and closing off a month. The rest of the time you're cutting hair.

Assist has a tool for each, plus a few for when something's bothering you.

Nothing here arrives

Say this first, because the names suggest otherwise. Weekly digest is not emailed to you. There is no scheduled send, no notification, no Monday morning message. Everything in this panel is a button you press.

That's a fair design — an unread weekly email is worse than no weekly email — but the naming invites the wrong expectation, and it's better to know now than to wonder in three weeks why nothing has turned up.

The three rhythms

Close out today → Brief me. The end-of-day read: what came in, who didn't show, what's still open, and what tomorrow looks like. Run it while you're cashing up. "What's still open" is the useful one — an open sale at closing time is money you haven't taken.

Weekly digest. Last week written up: revenue, top staff, retention, and the next thing to do. Monday, coffee, two minutes.

Monthly review. A month closed off in prose — the figures, the reasons, and what to change. It takes a month picker, so you run it for the month that just ended rather than the one you're in.

The three when something's bothering you

Next month forecast → Project. A revenue range from the diary as it stands, plus how recent months filled in from this point. A range rather than a number, because the diary isn't finished yet. Run it when you're deciding whether to add a shift.

Client retention by staff → Analyse. Who keeps their clients, by return rate and rebook-at-checkout rate. The second is the actionable one: rebooking at the desk is a habit you can coach, and it's usually the difference between two stylists whose sales look identical.

Refund audit → Run audit. Ninety days of refunds checked for patterns worth a conversation — and a script for having it fairly. Most of what it finds is innocent. Having it in front of you is what stops a suspicion becoming an accusation.

Insights

The one exception. Insights has already looked at last week by the time you open the panel — what stood out without anybody asking. It's the closest thing here to being told something rather than asking.