Compare team and service performance

Use Team to compare people and Catalog to compare services. Booking volume remains visible without finance access; money details follow finance permission.

1 min read · Updated August 28, 2026

In short

Team compares bookings, completion, clients, and ratings by team member.
Catalog shows active services, bookings by service, and active services with no bookings in the period.
Choose one period before deciding which result is strongest.

Team view	Catalog view
Shows team size and bookings for the period. Each row includes completion, distinct clients, and available ratings.	Shows active and total service counts. Lists services by booking activity and marks inactive services.

Choose the period you want to review. Keep the same period when moving between Team and Catalog.
Open Team to compare team members or Catalog to compare services.
Select a row to review the bookings behind that result.

Read a quiet result carefully

A service with no bookings in this period may still have bookings in another period.
A team member with no activity may not have worked during the selected dates.
A rating appears only when reviews exist for that person.

The ranking changed when I switched accounts.	Check finance access. Team ranks by revenue for a finance viewer and by bookings otherwise.

Related articles

See your business at a glance — Insights brings bookings, clients, team performance, and service performance into separate views. Choose the period first so the figures answer the same question.
Know who can see business figures — Owners can view business and finance figures. Managers can view business figures, while finance figures depend on their permission; team members cannot open Insights.
Read your dashboard — Choose a period, then read appointments, earned revenue, clients, and the items that need your attention.
Booked money and earned money — A booking can carry a price before the service is completed or the money is collected.