Revenue Analytics gives you a granular view of the money your practice earns from memberships, courses, and other one-time offer purchases. It breaks revenue down by date and by purchase channel so you can see exactly which offers, and which checkout paths, are driving results for your practice.
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Revenue Analytics covers one-time purchase revenue, and every view can be filtered by date range and by purchase channel, so you can zoom in on a specific promotion, launch, or time period.
The Net Revenue tab gives you a full breakdown of revenue from one-time purchases across your offers. It includes:
Total Units Sold: The total number of units (memberships, courses, or other offers) sold within the selected date range and purchase channel. For example, you could check how many spots sold for a skincare membership over the last 30 days.
Total Revenue: The overall revenue generated during the selected date range and purchase channel, so you can quickly see how much a promotion or membership tier brought in over the past month or quarter.
Distribution of Top Four Offers: A list of your top four performing offers in the selected timeframe, along with each one's percentage contribution to total revenue. This makes it easy to spot which membership or course is carrying most of your revenue.
Filter Options: Filter by date range and by purchase channel. Purchase channel options include Membership checkout, Funnel, and Upsell checkout, so you can see whether patients are buying directly from your membership page, through a funnel, or as an upsell add-on.
Payment processing: Purchase channels like Membership checkout, Funnel, and Upsell checkout all need a connected payment provider to process patient payments. If you have not set one up yet, consider AX Pay, Aesthetix CRM's own payment processor, which offers better rates than Stripe. See the AX Pay help article for setup details.
The Compare Offers tab lets you put your offers head to head to see which ones are actually performing. You can compare up to four offers at once, filtered by purchase channel and date.
Total Units Sold: The number of units sold for each selected offer within the date range and purchase channel, letting you compare, for example, a monthly skincare membership against a laser package course.
Total Revenue: The revenue each selected offer generated during the chosen date range and purchase channel, so you can see which offer is actually worth the marketing spend.
Filter Options: Filter by up to four offers, by purchase channel (Membership checkout, Funnel, or Upsell checkout), and by date range for precise, side-by-side comparisons.
Use Revenue Analytics to guide decisions rather than just admire the numbers:
If one membership or course consistently sits at the top of your Net Revenue distribution, put more marketing budget and front-desk attention behind it.
If a purchase channel (say, Upsell checkout) underperforms compared to Membership checkout, review where that offer is presented to patients and whether the messaging or pricing needs adjusting.
Use Compare Offers before renewing or retiring a membership tier or course package, so the decision is based on actual revenue rather than a hunch.
If you want to automate follow-up based on what a patient purchases (a nurture sequence, a thank-you message, an upsell offer), build that logic in Workflows using the membership or course purchase triggers. Revenue Analytics tells you what is working; Workflows is where you act on it.
Revenue Analytics reports aggregate purchase and revenue figures only. It does not display clinical notes, treatment history, or other protected health information, so staff who need visibility into offer performance do not need access to a patient's full chart to use it.
What counts as a "purchase channel" in Revenue Analytics? A purchase channel is the checkout path a patient used to buy an offer: Membership checkout, Funnel, or Upsell checkout.
Does Revenue Analytics track recurring membership payments or only one-time purchases? Revenue Analytics tracks one-time purchase revenue. It shows units sold and revenue generated per transaction rather than ongoing recurring billing totals.
How many offers can I compare at once in the Compare Offers tab? Up to four offers at a time. Use the offer filter to choose which ones to compare.
Can I filter Revenue Analytics by a specific date range? Yes. Both the Net Revenue tab and the Compare Offers tab let you set a custom date range so you can isolate a launch window, a promotion, or a specific month or quarter.
Why does the Net Revenue tab only show my top four offers? The Distribution of Top Four Offers view is designed to highlight your best performers at a glance. If you need to evaluate an offer outside the top four, use the Compare Offers tab and select it directly.
Does Revenue Analytics show which staff member or patient made a purchase? No. Revenue Analytics reports aggregate revenue and unit figures by offer, date, and purchase channel. It is not a patient-level or staff-level transaction log.
Do I need a payment provider connected for Revenue Analytics to show data? Yes. Revenue Analytics reflects purchases made through your connected checkout channels, so a payment provider must be set up for offers to process and appear in the reports. AX Pay is available as Aesthetix CRM's built-in option.
Where do I set up the actual offers and pricing that show up in Revenue Analytics? Offers, pricing, and access rules for memberships and courses are managed elsewhere in the Offers, Pricing & Access section. Revenue Analytics only reports on the performance of offers that already exist.
