Insight & Growth

Drill into your data, track revenue by currency, coach your practice to a goal, grow referrals, and segment with tags.

These tools turn the data you're already capturing into a clearer picture of your practice — and into growth.

In this section

Data explorer — click a stat card to open a spreadsheet-style view of every client or session, sortable, with one-click Copy as CSV.
Revenue analytics — monthly revenue by currency, each on its own trend line (never mixed), with per-month tooltips, across 18 world currencies.
Practice Health — set a monthly revenue goal and ChartVault coaches you toward it, flags the dormant clients quietly costing you repeat business, and offers a ✨ Coach me read.
Referrals — see where clients come from, who referred whom, and your top referrers, with a one-tap signed thank-you.
Tags & segmentation — label clients (VIP, Student, Couples) and filter your whole practice by segment instantly.

Detailed how-to pages for each are being written.