📝 Overview
Your Business Dashboard gives you a real-time snapshot of what is happening across your account. At a glance, you can check pending payments, review upcoming events, monitor revenue, and much more, all from one place.
💡 Staff members with Owner or Admin status will see the full Dashboard. Staff with limited or no permissions will only see information relating to the parts of the account they have access to. See the guide on adding staff members to learn more about role permissions.
🎥 Watch the Walkthrough
Prefer to watch rather than read? The video below walks through each section of the Dashboard in detail.
📕 Dashboard Sections Explained
Below is a breakdown of each section on your Dashboard and what it shows you.
Pending Payments
This section shows a summary of two payment types that require attention:
Pending Online Payments - direct debit payments that will be submitted shortly. For example, if you have GoCardless enabled, this figure reflects payments that are processing and will be submitted to BACS shortly.
Pending Offline Payments - offline payments such as cash that need to be manually confirmed once a customer has paid. If you have no offline payment methods enabled, this number will always show as zero.
Click either total to see an itemised list of all pending payments in that category.
Upcoming Events
View a list of all upcoming Classes, Appointments, and Courses, or click the Yours tab to see only the events you are teaching. Click any event date to see the details and attendees of that event on your Calendar.
Upcoming Billing
This section shows a summary of upcoming recurring payments for the next three months. Click any item to see a detailed list of all upcoming payments in that period.
To-Dos
This section displays tasks that need to be completed by you or your staff, such as confirming offline payments or reviewing referrals. Click any item to see the full list for that category. For a full guide to this section, see Introduction to the To-Dos section.
Comparison Reports
This section displays four reports comparing your current month to date with the same period last month:
Confirmed Revenue - your confirmed revenue to date this month. The top-right corner shows a percentage comparison with the same period last month. Click Show More for a detailed breakdown.
Accounts Created - a comparison of how many customer accounts were created during the same period this month versus last month.
Events Booked - how many customers have booked a Class, Appointment, or Course this month versus the same period last month.
Made Payment - how many customers have made a payment this month versus the same period last month.
Customer Accounts Created
This chart shows how many customer accounts have been created over time. The trend icon in the top right compares the current month with the same period last month. Use the date filter to change the range, and hover over the chart to see the count for a specific day.
Revenue
This chart shows pending versus confirmed payments. Hover over the chart to see a daily breakdown, or switch the date range to view a different period. The trend icon in the top right compares revenue in the current month with the same period last month.
Click the Invoice Report link at the bottom of the chart to see a complete list of pending and confirmed payments in your Invoices Report.
Active Memberships
This chart shows how many active members you have today, customers who currently hold an active membership. View the data by membership name or type (recurring, pack, prepaid plan), and hover over each segment to see the count for that type.
The chart displays your top five memberships and groups the rest together. To see a full list, click Memberships Report, which takes you directly to your Memberships Report filtered by Status: Active.
Revenue By Purchase
This chart shows how much revenue you have made from each purchase type, such as recurring plans, packs, prepaid plans, courses, and store items. Hover over the chart to see the number of purchases per offering, and use the date filter to adjust the range. The trend icon compares the current month with the same period last month.
To see a full breakdown of all purchases, click Item Summary Report.
Recent Revenue
This section shows a summary of your pending and confirmed revenue for the current month so far. Click the total under either tab to go directly to your Invoices Report filtered by Pending or Confirmed.
Upcoming Birthdays
View a list of customer birthdays coming up in the next 30 days. Click Upcoming Birthdays to see the full report.
💡 You can set up an automated email to wish customers a happy birthday or remind your staff that a birthday is coming up. Find out how here.
📊 Reporting
The Dashboard gives you a high-level view, but your Reports section goes deeper. See the guides below to explore the full range of reporting available.