Note: This is your overall Workspace Dashboard. Looking for your Personal Dashboard? Learn more here.

Things to keep in Mind

• Real Time: The data reflects your current activity.
• Tabs: Use the Bookings and Customers tabs for specific metrics.
• Access: Owners and Managers can view this dashboard.

Realtime Data

• Scheduled Today and Upcoming Tomorrow: Stay on top of current and next-day bookings.
• New Bookings: Track all bookings added to your workspace today.
• Completed or Cancelled Today: Monitor the status of bookings completed or cancelled during the day.
• Needs Action: Identify bookings that require you to take an action, such as follow-ups, complete, or cancel.

Bookings Overview

The Workspace Dashboard provides a quick overview of your bookings, including total bookings, completed bookings, and cancellations.

Customers Overview

Switch to the Customers tab for metrics like:

• New Customers: First time customers who purchased a plan.
• Returning Customers: Those who returned for another purchase.

1. Date Range Selection

You can customise the date range to suit your analysis needs:

• Choose from predefined time periods like the last 7 days, last 30 days, or this month.
• Set a custom date range by selecting start and end dates.

2. Compare Insights

Use the Compare option to evaluate your performance in the Previous period and Same period last year.

You can further group this data at daily, weekly, or monthly granularity, giving you flexibility to analyse trends over time.