Module 8

Analytics Dashboard

5 min read

The analytics dashboard gives you a real-time view of your business performance — revenue trends, client activity, appointment volume, and more.

Dashboard Widgets

WidgetWhat It Shows
Revenue TodayTotal revenue collected today vs. same day last week
Revenue This MonthMonth-to-date revenue with trend chart
AppointmentsToday's appointments (completed, in-progress, upcoming)
New ClientsNew client registrations this week/month
Top ServicesMost-booked services with revenue contribution
Payment MethodsPie chart of card vs. cash vs. other
Outstanding BalancesTotal unpaid balances across all clients

Changing Date Ranges

  1. Click the Date Selector
    In the top-right of the dashboard, click the date range dropdown.
  2. Choose a Preset or Custom Range
    Quick options: Today, This Week, This Month, Last Month, This Year. Or set custom start/end dates.
  3. Dashboard Updates
    All widgets refresh to show data for the selected period.

Location Filtering

If you manage multiple locations, use the location filter to view data for a specific site or all locations combined. The default follows your current location setting.

Morning routine: Open the analytics dashboard first thing each day to check yesterday's revenue and today's appointment count. It takes 30 seconds and sets your day up.

Quick Reference

ActionHow
Open dashboardSidebar → Reports → Dashboard
Change date rangeDate selector dropdown
Filter by locationLocation dropdown at top