The Dashboard page provides a customizable workspace where users can track key performance data using widgets. This guide outlines how to add widgets, choose between Charts and KPIs, customize their settings, and manage the layout of your dashboard.

1. Add Widget

To add a widget, click the “+ Add Widget” button or the “+” icon. You’ll then be able to choose between adding a Chart or a KPI.

Click the “+ Add Widget” button on the Dashboard page.

2. Chart Tab

In the “Add Widget” modal, select the Chart tab to add charts to the new Dashboard page.

3. Expand More Options

From the Chart tab, select to expand and display available chart options.

Click the collapsible section to expand it.

4. Select Chart

When expanded, search for or select from categories like Accounts, Packages, Revenue, Scheduling, Subscriptions, or Workouts to choose the specific chart you want to display.

Select your desired chart from the expanded list.

5. Select Category

For example select the “Accounts” category.

6. Select Sub-category

Once a category is selected, a list of available chart items will be displayed. For example, under the “Accounts” category, options include Active Clients, New Clients, and Lead Assessments Completed.

7. Chart Display

Notice the chart as it initially displays to see the default view.

8. Configure

Click “Configure” to proceed with setting up the chart.

9. Customize Chart

From the “Edit Chart” panel, you can now name your chart, add a description, choose the chart style, select the range type, and set a comparison period on the left side. The right side provides a live preview of how the chart will appear once added to the dashboard.

10. Update

Click “Update” to save your changes and add the widget to the dashboard.

11. Save Changes

After configuring the chart, it will now display on the dashboard. Click “Save Changes” to save it.

12. Add Widget

Now, select a KPI to add it to the new Dashboard page.

Now, add another widget and select the “KPI” tab.

13. Expand More Options

From the KPI tab, select to expand and display available chart options.

Click the collapsible section to expand it.

14. Select KPI

When expanded, search for or select from categories such as Balance, Subscriptions, Revenue, Accounts, Packages, Scheduling, or Workouts to choose the specific KPI you want to display.

Select your desired KPI from the expanded list.

15. Select Category

For example select the “Subscriptions” category.

16. Select Sub-category

Once a category is selected, a list of available KPI items will be displayed. For example, under the “Subscriptions” category, options include Active Subscriptions, Scheduled Subscriptions, Paused Subscriptions and Pending Cancellation.

17. KPI Display

Notice the KPI as it initially displays the default view.

18. Configure

Click “Configure” to proceed with setting up the KPI.

19. Customize KPI

From the “Edit KPI” panel, you can now name your KPI , add a description, and select the date range type, and set a comparison period on the left side. The right side provides a live preview of how the KPI will appear once added to the dashboard.