SleekView Charts for LatePoint
LatePoint stores bookings, services, agents, customers, and transactions in dedicated tables. SleekView Charts joins them and renders revenue, agent utilization, service mix, and transaction status as a configurable dashboard.
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LatePoint has the data, not the dashboard
LatePoint's schema is genuinely good. Dedicated tables for latepoint_bookings, latepoint_services, latepoint_agents, latepoint_customers, and latepoint_transactions mean the data is clean, joinable, and indexed. The default admin uses that data well for daily triage but stops short of aggregate reporting. Revenue per agent, service mix, transaction status share: all aggregate questions that the default admin treats as out-of-scope.
SleekView Charts reads the LatePoint tables directly and renders aggregates as chart cards. Total revenue, agent utilization bars, service mix donut, booking volume area chart. Joins happen at read time, so the dashboard reflects the latest booking the same way the booking table does.
The dashboard inherits LatePoint's permission model, so an agent sees only their own utilization and a practice manager sees the team. Multi-location and multi-agent setups get a one-screen weekly review surface.
Workflow
From LatePoint tables to a booking dashboard
Read LatePoint tables
Compose chart cards
Filter the whole dashboard
Save and scope per role
Sample dashboard
Charts you can build from LatePoint data
Total booking revenue
Sum(total_amount)
Booking status mix
Count
group by status
Bookings per agent
Count
group by agent_id
Booking volume over time
Count
group by start_datetime
Comparison
Default LatePoint reporting vs SleekView Charts
Default LatePoint reporting
- Reports tab focuses on per-booking lists
- No agent utilization chart out of the box
- Revenue rollup per service requires CSV export
- Transaction status rolled up only at the booking row
- No saved dashboards per agent or location
SleekView Charts
- Number, Donut, Bar, Area cards from LatePoint tables
- Group by service, agent, status, or booking date
- Transactions joined for finance reconciliation
- Custom intake-form fields are groupable dimensions
- Per-role visibility via LatePoint capability checks
Features
What SleekView Charts gives you for LatePoint
Practice-wide KPIs
Revenue, total bookings, and no-show share at the top of the dashboard. Weekly reviews stop being a SQL exercise and start being a one-screen check.
Agent utilization
Bar chart on agent_id shows load distribution. Multi-agent salons and clinics can balance schedules before they imbalance the team.
Transaction insights
Donut on transaction gateway or status reveals where deposits are landing and where balances are pending. Daily reconciliation becomes a five-minute check.
Audience
Who builds LatePoint charts dashboards with SleekView
Multi-agent salons
Salon owners see revenue per agent, service mix, and booking trends without exporting. Comp plans and incentives get evidence behind them.
Coaching practices
Coaches reconcile deposits against approved sessions in one Donut. Filter to deposit-paid but balance-pending to drive follow-up reminders.
Multi-location ops
Pin a location filter and every card reflows to show that branch only. Cross-location comparisons run side by side in one dashboard.
The bigger picture
Why bookings need a dashboard built on the schema
LatePoint's schema is well designed and its admin is competent for daily triage, but the reporting layer most multi-agent practices need does not ship with the plugin. Owners and managers want revenue per agent, service mix over time, and transaction status share, and today they get those answers by exporting CSVs or by asking the developer for a SQL query. SleekView Charts performs the joins the schema was built for and renders the results as chart cards inside the admin.
Same data, same permissions, no export. The reporting layer that practice owners build manually in Excel becomes a saved dashboard that finance, reception, and individual agents each open with the right scope applied. Operations and reporting share a tool, which is the right shape for a busy calendar business.
Questions
Common questions about SleekView Charts for LatePoint
Yes. SleekView Charts queries latepoint_bookings and joins latepoint_services, latepoint_agents, latepoint_customers, and latepoint_transactions on each render. Caching is configurable per chart. There is no warehouse, no nightly job, no parallel data source.
 Yes. Per-role dashboards use LatePoint's capability checks. An agent with the appropriate role sees only their own bookings in every chart, with no cross-agent visibility. Practice managers and reception get the full team view.
 Yes. LatePoint's custom booking-form add-on stores extra answers in booking meta. Any field in use becomes a groupable or filterable dimension on the dashboard, so a Bar chart on referral_source or insurance_provider takes a few clicks to build.
 Yes. latepoint_transactions joins on booking ID, so charts can group on gateway, transaction status, or amount. A Donut on transaction status shows paid, pending, and refunded share, which drives daily reconciliation work.
 Yes. A Donut card captures the current status mix, and a Bar or Area card grouped by week with status filtered to no-show shows the trend. Pair them on the same dashboard and the practice sees both the snapshot and the trajectory.
 Yes. LatePoint supports group bookings where one slot has multiple customers. Charts respect the data structure: aggregate cards count the booking row, and a separate Bar can group by attendee count to show typical group size per service.
 Yes. Location is a first-class field, so charts can filter or group by location. Multi-location practices can build one dashboard with location as a comparison dimension inside Bar charts, or save one dashboard per location for branch managers.
 It does not replace them. LatePoint's built-in reports continue to work for the specific outputs they generate. SleekView Charts is a configurable layer that answers practice-level questions the default reports were never designed for, like service revenue over a custom date range or no-show rate by agent.
 Pricing
More than 1000+
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