What each Dashboard tab shows Reference
Six tabs, each with its own cards. In a solo business the sixth tab is called Insights instead of Team.
DashboardWhat needs attention, how full the calendar is, and how the period is going.
OverviewAppointmentsClientsServicesMessagesTeam
Revenue
12.450 RONrealized · +6,2 % vs 1–30 Sep3.200 RONstill booked
Fill rate68%+4 pp
Lost slots3%−1 pp
New clients18+3
The tabs
- Overview
- Revenue, fill rate, lost slots and new clients
- Appointments
- Counts by status, average value, reschedules, how far ahead people book, where bookings come from, the busiest times
- Clients
- Time since the last visit, new clients, visits per client, top clients
- Services
- Revenue by service, services nobody has booked in 6 months, price charged against list price
- Messages
- Texts sent, failures by reason, and how appointments with a reminder turned out
- Team
- One row per provider: completed appointments, revenue, fill rate, lost slots
The main figures
Fill rate is the share of business hours that's booked, for each provider who takes appointments; next week's figure is shown too. Lost slots are no-shows plus cancellations made less than 24 hours ahead, as a share of the appointments that were due. New clients are people whose first ever completed appointment falls in the period.
On the Clients tab, click a bar in the last-visit chart to open My Clients filtered to just those people.
Good to know
- Holidays can't be recorded yet, so fill rate assumes every provider is available during all business hours. Times are in Romanian time and amounts in RON.
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