Owner's Dashboard

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview:

The Owner's Dashboard can be used to create a snapshot into location performance with a wide selection of key performance indicators.  

 

This article includes: 

Customizing the Owner's Dashboard:

Click on the action menu drop down to select which items displayed, edit and save a layout, hide the application center. 

 

Select Items to View: 

This is a list of metrics currently available to monitor on the Owner's Dashboard. "n" is determined when customizing the data displayed on each graph. 

Check a metric to have it displayed 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 This is a pie chart that categorizes animals as either female-altered, female-intact, male-altered, or male-intact. Animals will only show here if they have both the sex and spayed/neutered form fields selected. This chart is filtered by the Owner's Home Location based on where you are logged in at the time of viewing. 
Number of daily checklist items completed over the last n days.  


Edit & Save Layout: 

Click the action drop-down menu to select Edit Layout to rearrange and resize the cards. 

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Having trouble viewing your generated report? Click on the bottom right corners to resize the graphs. Click and drag the banners of graphs to move them around and customize your information! 

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Once edits are complete, click the drop-down menu again and select Save Layout

Watch this quick recording of resizing and editing your graphs on the Owner's Dashboard Report.

 

Hide Application Center:

Selecting Hide Application Center expands the dashboard to full screen removing the top and left navigation menus. 

Click the action menu drop-down to select Show Application Center to exit the full screen. 

 

Locations:

Select which locations to have displayed on the Owner's Dashboard. The dashboard allows owners and managers to view multiple locations at one time. 

Customizing the Data Displayed: 

Click on the pencil icon of each card to edit the graph displayed. 

The box shown below will pop up for you to customize the number of days and the chart type.

 

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Number of Days:

Choose from 5 preset rolling day options when in the Edit Layout view. 

  • 8 Days
  • 15 Days
  • 31 Days
  • 61 Days
  • 91 Days

Chart Type:

The graph will default to the column chart type. Choose to format your charts from these graph options below:

  • Line 
  • Bar 
  • Column 

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