Acuity revenue and capacity dashboard with real utilization

Build me an interactive capacity and revenue dashboard for my Acuity Scheduling account. I am the practice owner and my practice manager also uses it. We open this when we want to know how the business actually performed over a stretch of time, so the emphasis is on clear comparisons and drill down rather than raw tables. This is something a person opens and explores, not a scheduled report that gets sent anywhere.

A date range picker sits at the top of the app and drives every panel on every view. Give it presets for this month, last month, last 30 days, last 90 days, and quarter to date, plus a custom start and end date. Changing the range refetches and recomputes everything below it. Remember the last range and the last view each user had open so they land back where they were.

The first view is the overview. It shows booked revenue for the selected period, broken down two ways: by appointment type and by staff calendar. Next to that, show appointment volume against open capacity so I get a real utilization percentage per calendar, which is the single number Acuity itself will not give me. Also show a no-show and cancellation rate trend across the period, and a comparison against the immediately preceding period of equal length so I can see at a glance whether revenue, volume, utilization, and no-show rate are up or down. Show the deltas as both an absolute change and a percentage, with clear direction, and remember that a falling no-show rate is good news while falling revenue is bad news, so color the direction by whether the movement is favorable rather than by its sign.

The second view is the drill down. From any appointment type or any staff calendar on the overview, I want to click through into that one slice and see the underlying appointments listed out with client name, date and time, price, and paid status, along with whether the appointment was canceled or marked as a no-show. Let me sort and filter that list, and show the slice totals at the top so the detail always reconciles with the number I clicked from.

A third smaller panel shows outstanding packages and coupons, so I can see prepaid balances that clients still need to use up. Show who holds each one, what it was for, and how much remains outstanding, since that is money already collected that represents a future service obligation.

Handlers read everything from Acuity Scheduling. Use List Appointments for the bookings in the selected range. Use List Appointment Types and List Appointment Addons for pricing, so revenue reflects add-ons and not just the base service price. Use List Calendars for the staff breakdown and to label each calendar with a real person's name. Use Get Available Times to compute open capacity against what was actually booked, which is what makes the utilization percentage meaningful. Use List Certificates for the packages and coupons panel.

There are a few Acuity data quirks to handle carefully or the numbers will be wrong. Prices come back as decimal strings rather than numbers, so parse them before summing or the totals will concatenate instead of add. The paid field is the string yes or no rather than a boolean, so compare against the string. List Appointments is capped by a max parameter and has no cursor, so page long ranges by narrowing the date filter: set direction to ASC and use the last result's datetime as the next minDate, continuing until a page comes back short. Acuity also rate limits at ten requests per second with twenty concurrent connections, so when probing capacity do not fan out one request per day per appointment type without bounds. Narrow the days worth probing first, batch the work, and cache capacity results for the selected range so that changing views does not refetch everything.

Compute utilization per calendar as booked appointments measured against booked plus still open slots for the same window, and show the raw counts next to the percentage so the number is auditable. Exclude canceled appointments from booked revenue but keep them in the cancellation rate calculation, and treat no-shows as a separate category from cancellations since they hurt differently. Use the account timezone so date boundaries line up with how I actually think about my days.

Every view has an export button that writes what is currently on screen, respecting the active date range and any drill down filter, to a tab in a Google Sheets spreadsheet using Append Values, for anyone who wants the numbers in a spreadsheet. Let me pick the spreadsheet and tab, remember that choice, and append a header row plus a row noting which date range the export covers so past exports stay interpretable.

Handle the empty and thin cases gracefully. If a range has no appointments, say so plainly instead of rendering an empty chart. If capacity data cannot be retrieved for a calendar, show the revenue and volume figures and mark utilization as unavailable for that calendar rather than silently showing zero or hiding the calendar entirely.