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Revenue Actionables Dashboard

Real-time monitoring and active interventions to meet daily/weekly revenue targets.

UC-OWNER-004: Revenue Target & Gap Management

Purpose: Visualize financial progress and identify immediate gaps.

Property Value
Actor Business Owner / Manager
Trigger Dashboard Load
Priority P0

Capabilities:

  • Target Setup:

    • Manual Change: Edit daily/monthly targets based on expectation.

  • Real-Time Tracking:

    • Progress Bar: Visual bar showing "Booked Revenue" vs "Target".

    • Gap Calculation: "You are $150 short of today's target."

    • Financial Details:

    • Tax Calculation Display: Gross vs Net revenue.

    • Adjustments: Refund handling and Discount application tracking.

Main Success Scenario:

  1. Owner opens dashboard at 2 PM.
  2. Sees "Target: $1000", "Booked: $750", "Gap: $250".
  3. Progress bar is at 75% (Yellow).
  4. Owner decides to trigger an action to bridge the gap.

UC-OWNER-005: Revenue Boost Actions

Purpose: Bridge the revenue gap using immediate marketing or operational levers.

Property Value
Actor Business Owner
Trigger "Gap" Alert
Priority P1

Capabilities Breakdown:

1. Gap Calculation Engine (UC 6.1 - 6.4)

  • Target Logic:

    • Daily Target = (Monthly Target / Days in Month) * Seasonality Factor.

    • Manual overrides allowed for special dates (e.g., Valentine's Day).

  • Gap Formula: Gap = Daily Target - (Booked Revenue + Walk-in Probability).

  • Visualization:

    • Green Zone: > 90% of target.

    • Yellow Zone: 75% - 90% (Action Recommended).

    • Red Zone: < 75% (Urgent Action Required).

2. Action Trigger Workflows (UC 6.6, 6.7)

  • WhatsApp Blast:

    • Audience: "Last visited > 30 days" + "Available today".

    • Content: "20% off if you book for 4 PM today!".

  • Flash Offer Injection:

    • Creates a temporary "Happy Hour" banner on the booking widget.

    • Countdown timer: "Offer ends in 59:00".

3. Financial Intelligence (UC 6.12 - 6.14)

  • Refund Handling: Deducts from today's "Net Revenue", adds to "Refund Balance".

  • Tax Separation: Shows "Gross Collected" vs "Net Retained" (excl. 18% GST/VAT).

  • Discount Impact: "You gave $500 in discounts today (10% of revenue)".

Main Success Scenario:

  1. Owner clicks "Bridge Gap".
  2. System suggests: "Run Flash Deal for 4 PM - 6 PM".
  3. Owner approves.
  4. WhatsApp message sent to "Nearby & Available" clients.

Acceptance Criteria:

  1. [ ] Gap calculation updates accurately in real-time.
  2. [ ] "Action Trigger" respects client contact preferences (DND).
  3. [ ] Sales attribution correctly tags "Revenue Action" as the source.