Plan availability
The company performance report is available on the Grow and Scale plans.
How it works
The company performance report gives you a comprehensive overview of your rental business, combining summary statistics, visual charts, and detailed breakdowns of orders and payments — all within a selected time period.
1. Where to find the report
Go to Reports in the left sidebar of your Booqable account.
Under Company performance, click Run report.
2. How to filter the report
Use the left sidebar to refine the report and focus on specific time periods, order types, or locations.
Period: Date range for the report.
Comparison: Compare the current period's performance against a previous period.
Previous year — Compares to the same date range one year earlier. For example, if the selected period is January 2026, it compares to January 2025.
Previous period — Compares to the period of equal length immediately before the selected dates. For example, if the selected period is January 1–31, it compares to December 1–31.
No comparison — Hides all comparison indicators and chart overlays.
Status: Filter which order statuses are included in the calculations.
Fulfillment type: Filter by pickup and/or delivery orders. Only appears if you have both pickup and delivery orders in your account.
Location: If your account has multiple locations, use it to filter by specific start locations.
3. Understanding the data
Summary statistics
Stat | What it shows | Where the data comes from |
Total revenue | Total revenue excluding taxes | Sum of the grand total of all orders starting within the selected period. |
Orders | Total number of orders | Count of all orders with a start date in the selected period. |
Total items ordered | Total number of items across all orders | Sum of the item counts on each order in the selected period. |
New customers | Number of new customer profiles | Count of non-archived customers whose profile was created during the selected period. |
Each stat shows a percentage change compared to the previous period (if comparison is enabled).
Revenue over time
A line chart showing how revenue changes across the selected period. Each point represents the total revenue (excluding taxes) for that time interval.
When comparison is enabled, a second line is overlaid showing the previous period's revenue for the same intervals.
Order metrics
Metric | What it shows | Where the data comes from |
Average order value | Average revenue per order, excluding taxes | Total revenue divided by the number of orders in the selected period. |
Avg. rental duration | Average time between order start and stop | Calculated as the average difference between each order's stop date and start date. Displayed in days and hours. |
Avg. items per order | Average number of items per order | Average of the item count across all orders in the selected period. |
Fulfillment rate | Percentage of orders that have been fulfilled | The percentage of eligible orders that have been started, stopped, or archived out of non-draft and non-cancelled orders (not affected by the Status filter). |
Average order value over time
A line chart showing how the average order value changes across the selected period. Each point represents the average order value for that time interval.
When comparison is enabled, a second line shows the previous period's values.
Data source: Total revenue divided by number of orders per time interval, grouped by order start date.
Payment overview
Four metrics showing the payment status across orders in the selected period.
Metric | What it shows | Where the data comes from |
Total collected | Total amount already paid | Sum of the paid amount across all orders in the selected period. |
Total outstanding | Total amount still due | Sum of the amount still to be paid across all orders in the selected period. |
Deposits held | Total deposits currently held | Sum of deposit amounts held across orders in the selected period. |
Deposits outstanding | Total deposits awaiting refund | Sum of deposit amounts that have been paid but still need to be refunded to customers. |
Top customers by revenue
A horizontal bar chart showing the five customers who generated the most revenue during the selected period. Hover over the bar to see the customer's name, total revenue, number of orders, and their share of total revenue as a percentage.
Data source: Revenue is calculated from the grand total of each order, grouped by customer. Only non-archived customers are included. The percentage is calculated against the total revenue across all customers in the period.
Orders by status
A donut chart showing the distribution of orders across different statuses (e.g., Draft, Reserved, Started, Stopped, Archived, Canceled).
This chart displays counts for all statuses, regardless of the status filter in the sidebar to give you a complete picture of how orders are distributed.
Data source: Count of orders grouped by their current status, filtered by the selected period, location, and fulfillment type.
Best practices
Track trends over time
Use the comparison filter to identify growth or decline. Comparing to the previous year helps account for seasonal patterns, while the previous period is useful for tracking recent momentum.
Monitor fulfillment
Keep an eye on the fulfillment rate to ensure orders are being processed on time. A declining rate may indicate operational bottlenecks.
Review payment health
Use the payment overview section to spot outstanding balances and deposits awaiting refund. This helps maintain healthy cash flow and ensures customers receive their deposits back promptly.
Filter by location
If you operate from multiple locations, use the location filter to compare performance across sites and identify which locations are driving the most revenue.