Revenue & Statistics

The Revenue & Statistics addon (Finance Cockpit) gives you a complete overview of your income — with charts, comparison periods, breakdowns by course and package, and CSV export for your own analyses.

Category: Finance

What is the Finance Cockpit?

The Finance Cockpit is a dedicated financial section in your admin dashboard that presents all revenue and transactions in a clear, structured format. Instead of searching through individual bookings, you can see at a glance:

• How much you have earned this month
• Which courses and packages generate the most revenue
• How your income is developing compared to the previous month or previous year
• Which bookings, refunds, and cancellations occurred

Note: The Finance Cockpit shows all payment transactions from Bookicorn — credit purchases, direct course payments, subscription payments, and refunds. It is not a substitute for complete bookkeeping, but it is a valuable management tool for day-to-day operations.

Activation in the Addon Store

Revenue overview — the dashboard

The main dashboard of the Finance Cockpit consists of several sections:

KPI tiles

At the top you can see the most important key figures for the currently selected period:

Revenue chart

A line or bar chart shows the revenue trend for the selected period:

• Daily view: Revenue per day (ideal for monthly view)
• Weekly view: Revenue per week (ideal for quarterly or yearly view)
• Monthly view: Revenue per month (ideal for yearly view)

You can switch between these granularities without changing the time period.

Comparison line

Enable the comparison line to compare the current period directly with a previous period:

• Month vs. previous month
• Month vs. same month in the previous year
• Quarter vs. previous quarter
• Year vs. previous year

Growth is shown as a percentage and highlighted in color (green = growth, red = decline).

Transaction history

Under Finance Cockpit → Transactions you will find a complete list of all payment transactions.

What is displayed

Each transaction shows:

• Date and time of the payment
• Customer: Name and email address
• Type: Credit purchase, direct booking, subscription payment, refund, cancellation
• Description: What was purchased (package name, course name)
• Amount: Positive for revenue, negative for refunds
• Payment method: Credit card, SEPA, Apple Pay, etc.
• Status: Successful, pending, failed, refunded
• Invoice number (if the Invoices addon is active)

Filtering and searching

• Filter by period (date from/to)
• Filter by transaction type (purchases only, cancellations only, etc.)
• Filter by course or package
• Search by customer name or email
• Combined filters are possible

Tip: Use the transaction type filter "Refunds" to quickly see how many refunds you had in a month. A high value can point to issues with certain courses.

Breakdown by course, package, and period

Revenue by course

Under Finance Cockpit → Analytics → By Course you can see which courses generate the most revenue:

• Table with all courses, sorted by revenue (descending)
• Columns: course name, number of bookings, total revenue, avg. booking value, cancellation rate
• Period filter applicable

Revenue by credit package

Under By Package you can see which credit packages are purchased most frequently:

• Absolute sales figures
• Revenue per package
• Share of total revenue (pie chart)

This helps you identify packages with low demand that may need to be revised or discontinued.

Revenue by trainer

If you use the Trainer Accounts addon, you also see a breakdown by trainer:

• Revenue per trainer (based on the courses they lead)
• Number of courses led
• Average capacity utilization of their courses

Detailed period comparisons

Under Comparison you can compare any two time periods side by side:

CSV export for your own analyses

Start an export

Contents of the CSV export

The CSV file contains all visible columns from the transaction view:

Date,Time,Customer,Email,Type,Description,Amount,Currency,Payment method,Status,Invoice number
2025-03-01,14:32,Max Mustermann,max@example.com,Credit purchase,"10-pack",49.00,EUR,Credit card,Successful,RE-2025-0042
2025-03-02,09:15,Erika Muster,erika@example.com,Direct booking,"Power Yoga Mon 10:00",15.00,EUR,SEPA,Successful,RE-2025-0043
2025-03-03,11:00,Max Mustermann,max@example.com,Refund,"Cancellation Power Yoga",-15.00,EUR,Credit card,Refunded,

Your own analyses in Excel or Google Sheets

With the CSV file you can create your own pivot tables, charts, or monthly reports. Common analyses:

• Monthly revenue by day of the week: On which days do you get the most bookings?
• Customer return rate: How many customers purchase in two consecutive months?
• Refund rate by course type: Which course formats have more cancellations?

Tip: Save monthly CSV exports in an organized folder (e.g. Bookicorn/Exports/2025/) on your computer or in the cloud. This gives you a complete transaction history independent of Bookicorn.

Using comparison periods effectively

Month vs. previous month

The most common comparison: how has revenue changed compared to last month? Keep seasonal effects in mind (e.g. January vs. December is not a fair comparison).

Month vs. same month in the previous year (year-over-year)

Significantly more meaningful, as seasonality is factored out. March 2025 vs. March 2024 shows real growth.

Quarter vs. quarter

For longer-term growth analysis. Ideal for planning new courses or marketing campaigns.

Tips for optimal use

Weekly routine

Tip: Open the Finance Cockpit every Monday for just 5 minutes. Compare the previous week with the week before. This lets you spot trends early — before problems build up.

Identify popular courses and scale them

Use the course analytics to identify your top courses. Courses with high revenue and a low cancellation rate are candidates for:

• Additional time slots per week
• Larger rooms or more participant spots
• Similar new course formats

Anticipate slow months

If you have several years of data, you will recognize seasonal fluctuations. Typical for fitness providers: a January spike (New Year's resolutions) and a summer low (vacations). Plan for slow months by:

• Running marketing campaigns and promotions
• Offering new course formats that capture a holiday feel (e.g. outdoor yoga)
• Reducing fixed costs through more flexible trainer scheduling

Combine with other addons

The Finance Cockpit delivers its full value in combination with:

• Automatic Invoices: Each transaction has an invoice number you can click on directly
• DATEV Export: Cockpit data as the basis, DATEV export for your tax advisor
• Credit Subscriptions: Subscription revenue is shown separately and presented predictably

Tip: The difference between total revenue and net revenue in the Finance Cockpit is your refund volume. If it is consistently high (above 10%), it is worth a closer look at which courses or packages are being cancelled most frequently.