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Introduction

The Dashboard provides an overview of your business performance with key metrics and visual charts to help you understand your business at a glance. You can customise the date range to analyse any period up to 12 months.

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Date Range Selection

The dashboard supports flexible date range selection with both quick presets and custom date picking.

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Quick Select Presets

Use the Quick select dropdown for common date ranges:
  • Today: View today’s data only
  • Last 7 days: Recent week performance
  • Last 30 days: Current month snapshot (default)
  • This month: From the first of the current month to today
  • Last 3 months: Quarterly view
  • Last 6 months: Half-year analysis
  • Last 12 months: Full year performance

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Custom Date Range

For specific date ranges:
  1. Click the date range picker button
  2. Select your start and end dates from the calendar
  3. Maximum range is 365 days
  4. Data refreshes automatically when you change the date range
Tip: The dashboard description shows how many days of data you’re viewing and the specific date range selected.

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Overview Cards

The dashboard displays four key metrics at the top, calculated for the selected date range:

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Total Revenue

  • Shows the total revenue from all sales within the selected date range
  • Includes revenue from appointments, products, and other sales
  • Provides a clear view of overall business performance for the period

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Active Clients

  • Number of unique clients who had appointments in the selected date range
  • Counts distinct clients from appointments within your chosen period
  • Measures client engagement and activity for the specific timeframe

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Bookings

  • Total number of appointments within the selected date range
  • Gives a snapshot of booking activity for the period
  • Useful for comparing booking volumes across different time periods

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Avg Sale Value

  • Average revenue per appointment in the selected date range
  • Total revenue from appointment-related sales divided by the number of appointments
  • Helps understand the typical transaction value for the period

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Visual Charts

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Service Distribution

Chart Type: Pie Chart What It Shows:
  • Top 5 services in the selected date range
  • Each service shown as a slice of the pie
  • Service names labelled in the legend below
  • Helps identify your most popular services for the period
Use Cases:
  • See which services drive your business
  • Identify services to promote
  • Staff training priorities
  • Compare service popularity across different time periods

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Team Member Capacity

Chart Type: Bar Chart What It Shows:
  • Total bookings per team member in the selected date range
  • Each team member shown as a bar
  • Height represents number of appointments
  • Names abbreviated to first 3 letters
Use Cases:
  • Balance workload across team
  • Identify overbooked or underutilised staff
  • Capacity planning for specific periods
  • Fair distribution of appointments

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Revenue Trend

Chart Type: Line Chart What It Shows:
  • Revenue trend over the selected date range
  • Automatically adjusts granularity based on date range:
    • Daily Revenue: For ranges up to ~30 days
    • Weekly Revenue: For ranges up to ~90 days
    • Monthly Revenue: For longer ranges
  • Data points with values labelled above each point
  • Single-day selections do not show this chart (use a range of at least 2 days)
Use Cases:
  • Identify growth trends
  • Spot seasonal patterns
  • Compare performance across different periods
  • Track business progress over time
  • Set realistic revenue goals

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Best Practices

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Dashboard Review Routine

  1. Morning Check: Review today’s bookings and team capacity
  2. Mid-Month: Check if monthly revenue is on track
  3. Month-End: Analyze service distribution for trends
  4. Quarterly: Review revenue growth for multi-month patterns

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Acting on Dashboard Insights

If Top Services Show Imbalance:
  • Train more staff on popular services
  • Adjust pricing on underused services
  • Market less popular services
If Team Capacity is Uneven:
  • Adjust how appointments are assigned
  • Cross-train staff to balance workload
  • Consider schedules and availability
If Revenue Shows Decline:
  • Review recent changes (pricing, staff, services)
  • Check appointment cancellation rates
  • Consider promotional campaigns

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FAQs

Q: How often is dashboard data updated? A: Dashboard data refreshes when you load the page or change the date range. Q: Can I change the date range for dashboard metrics? A: Yes! Use the Quick select dropdown for common presets (Today, Last 7/30 days, This month, Last 3/6/12 months) or click the date picker to select a custom date range. The maximum range is 365 days. Q: Why can’t I see the dashboard? A: Dashboard access is limited to Owners and Administrators. Check with your account owner if you need access. Q: Can I print or export the dashboard? A: Use your browser’s print function if needed. Q: What counts as an “active client”? A: Clients who have had appointments within the selected date range. Q: Why don’t I see the Revenue Trend chart? A: The Revenue Trend chart requires a date range of at least 2 days. If you’ve selected a single day (e.g., “Today”), the chart won’t display. Select a longer date range to view revenue trends. Q: How is the Revenue Trend chart granularity determined? A: The system automatically chooses the best granularity based on your date range:
  • Shorter ranges (up to ~30 days) show daily revenue
  • Medium ranges (up to ~90 days) show weekly revenue
  • Longer ranges show monthly revenue
Note: The dashboard provides a flexible snapshot of your business performance. For comprehensive analysis with additional filtering options, use the Reports section.