The dashboard is an essential management tool for monitoring the key performance metrics of your company in a single window. This enables you to make the right business decisions and stay in control of your processes.
Navigate to the “My company > Dashboard” page to access your Manager Dashboard.
Note: the Manager Dashboard module is available for all subscription plans except the Hobby plan.
You can view data for a single, multiple, or even all locations.
Let's consider all the key performance metrics you can find on your Manager Dashboard.
Remember: the dashboard shows the data only for the locations selected in the dashboard filters.
Orders today. This section displays the number of orders created from the beginning of a day.
Sales today. This section displays the number of sales created from the beginning of a day. It also shows the total sum of the sales.
Revenue today. This section displays the total sum for your client payments from the beginning of a day.
Note: This figure contains only payments with the “Client payment for service, product” and “Prepayment” cash flow item.
Below you can see the same metric for yesterday.
Client refunds today. This section displays the total sum for your client returns from the beginning of a day.
Note: This figure contains only payments with the “Clients refund” and “Payout” cash flow item.
Below you can see the same metric for yesterday.
New. This section displays the number of orders that are currently in the status of a New status group, as well as the percentage of the total orders amount.
Urgent. This section displays the number of orders that are currently marked as Urgent, as well as the percentage of the total orders amount.
Overdue. This section displays the number of orders that are currently in the Overdue status, as well as the percentage of the total orders amount.
Receivables. This section displays the number of orders that are currently in the status of a Completed group, as well as the total sum of payments your clients have to make.
Total money in cashboxes. This section displays the total sum for all your cashbox balances, as well as the same value divided into 2 cashbox balances: Cash and Cashless.
Work orders in progress. This pie chart displays the number of orders in work divided by status group. This chart visualizes order data and enables you to prioritize what matters for your business on this day.
Work orders by assigned specialists. This bar chart displays the current specialist load.
Don't forget to assign specialists in the “General info” tab, so you can always see a bigger picture of your specialist's workload.
Lost / Dropped off Work orders. This section displays the orders that are currently in the status of a “Dropped off” group.
Create multiple “Dropped off” order statuses and name them as the most common order rejection reasons. After that, your employee will be able to select these statuses to define an order rejection reason. This way, you can see the detailed data on the order rejection reasons in your “Lost / Dropped off Work orders” section.
Cash flow / Work orders created. This section displays the sum for all your client order and sale payments + client returns, as well as the number of created orders for a specific period.
Work orders created. This section displays the number of orders you and your employees created from the beginning of the current month. You can see the metric trends compared to the similar period of the previous month.
For instance, you've created 5 orders from 10/01/19 to 10/09/19 and 9 orders from 09/01/19 to 09/09/19. In this case, the bottom figure will display the -4 value compared to the previous month.
Work orders won. This section displays the number of orders transferred to the status of a “Closed” group from the beginning of a month.
Revenue this month. This section displays the total sum for your client payments with the “Client payment for service, product” and “Prepayment” cash flow item from the beginning of a month. The bottom value shows the total sum for a similar period of the previous month.
Client refunds this month. This section displays the total sum for your client returns (payments with the “Clients refund” and “Payout” cash flow item) from the beginning of a month. The bottom value shows the total sum for a similar period of the previous month.
Conversion. This section displays the percentage of “Closed” orders.
Company rating. This section displays the average rating score for the last 30 days and compares it with the figure for the previous 30 days.
The company rating metric uses the rating entries your client leaves on the dedicated page. Generate feedback link with the {Client Feedback URL} variable. For more information about getting feedback from clients, please follow the link.
Please note that this indicator can display different values (average on a 5-point system, average rating from 1 to 10 or percentage of Likes/Dislikes). It depends on which rating system you have selected on the Settings > Marketing page.
Note: if you have selected the NPS Index rating system, then the rating is calculated according to the following formula:
NPS Index = % promoters (reviews with a score of 9-10) - % detractors (reviews with a score of 1-6)
Average Work order value. This section displays the average paid order sum for the last 30 days. The bottom value is a change relative to a similar previous period.
Average Sale value. This section displays the average paid sales sum for the last 30 days. The bottom value is a change relative to a similar previous period.
To sum up, here are the monitoring actions Manager Dashboard enables you to perform:
Analyze the company cash flow: average value, cashbox sum, work order, sale, and refund payments;
Figure out the current specialist workload;
Analyze the order statistics grouped by status;
Monitor order deadlines;
Monitor the company rating change.