Article Details
Summary
The Owner's Dashboard gives you a snapshot of location performance with a wide choice of key performance indicators.
What This Does
Customize the Owner's Dashboard
Use the action menu drop-down to choose which items show, edit and save a layout, and hide the application center.
Select Items to View
This is the list of metrics you can monitor on the Owner's Dashboard. "n" is set when you customize the data on each graph. Select a metric to show it on the Owner's Dashboard.
| Setting | Helpful Hints |
| Number of owners created per day over the last n days. | |
| Number of appointments created per day over the last n days. | |
| Number of reservations checked out per day over the last n days. | |
| Number of reservations in house per day over the last n days. | |
| Number of incidents created per day over the last n days. | |
| Number of retail items sold per day over the last n days. | |
| Number of reservations created over the last n days. | |
| Percent of reservations requested over the last n days. | |
| Number of hours worked over the last n days. | |
| Number of reservations created per day over the last n days. | |
| Number of reservations checked in per day over the last n days. | This shows the number of reservations that started in the last n days. |
| Number of reservations in house per day over the last n days by reservation type. | |
| Revenue generated per day over the last n days. | |
| Number of packages sold per day over the last n days. | |
| Number of group class enrollments per day over the last n days. | |
| Number of appointments created over the last n days. | |
| Breakdown of animals | A pie chart that sorts animals as female-altered, female-intact, male-altered, or male-intact. Animals only show here if they have both the sex and spayed/neutered form fields selected. The chart is filtered by the Owner's Home Location based on where you are logged in when you view it. |
| Number of daily checklist items completed over the last n days. |
Edit and Save the Layout
- Select the action drop-down menu and select Edit Layout to rearrange and resize the cards.
- When you finish, select the drop-down menu again and select Save Layout.
Tip: If you have trouble viewing widget data, select the bottom right corner to resize a graph. Select and drag the banner of a graph to move it.
Hide the Application Center
Select Hide Application Center to expand the dashboard to full screen. This removes the top and left navigation menus.
To exit full screen, select the action menu drop-down and select Show Application Center.
Location(s)
Select the locations to show on the Owner's Dashboard. The dashboard lets owners and managers view more than one location at once.
Customize the Data Displayed
Select the pencil icon on a card to edit its graph. A box opens where you can set the number of days and the chart type.
Number of Days
In the Edit Layout view, choose from 5 preset rolling day options: 8 Days, 15 Days, 31 Days, 61 Days, or 91 Days.
Chart Type
Graphs default to the column chart type. You can also choose Line or Bar.
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