Dashboards

 

Zenoti Dashboards help you pick and track your favorite metrics from the multitude of metrics available to choose from. Dashboards can be independently set up for each mode: Admin, Employee, Marketing, Sales, Inventory, and Loyalty.

Configure the metrics relevant to each mode and stay updated on the metrics that matter to you the most.

Dashboard Configuration

  1. At Organization level, go to <Mode> where you want to configure the Dashboard, for example: Admin.
  2. Navigate to Setup > Dashboard
    Note: If you are setting up the Dashboard page for the first time, following screen appears:

  3. Click the ‘+’ icon to add a new metric to the Dashboard page. The following popup appears:
  4.  Select the metric that you want to add to the Dashboard page to track closely. After selecting, the default metric name appears in the Metric Name. You can choose to retain it or edit it.

  5. A default description appears in the Description field which provides a short description of the metric selected. You can choose to retain it or edit it.

  6. For few of the metrics where Business Unit is applicable, the Business Unit filter appears on selecting the metric as shown below. Select the Business Unit that you wish to monitor. The selected Business Unit appears in the Description field. You can choose to retain it or edit it.

  7. Select the Time Period for the metric and click ‘Save’ or ‘Publish

    As you make the changes in the ‘Configure Metric’ popup, you will see the metric layout preview in the side window of the popup.

    Save: Saves the changes made to the metric window

    Publish: Saves the changes made and publishes the metric to the Dashboard page

    Hide: Removes the published metric from the Dashboard page. This button appears only when the metric is already published. 

    Cancel: Cancels the changes made to the metric window

  8. Repeat the above steps to configure dashboards on other modes as well.

Refer to the following screenshot for a brief description of the various items that appear on the setup screen:

Display

After setting up the dashboard to display multiple metrics of your choice, go to the <Mode> home page, for example, Admin home page if configuration was done for the Admin mode.

You will see the Dashboard as shown below:



A progress bar is displayed for metrics which have targets set. See the following screenshot to interpret the information displayed for a metric:

 

List of Metrics Available:

Category

Metric

Description

Sales

Total Sales

Total sales in the given time period

Sales

Service Sales

Total service sales in the given time period

Sales

Class Sales

Total class sales in the given time period

Sales

Product Sales

Total product sales in the given time period

Sales

Membership Sales

Total membership sales in the given time period

Sales

Package Sales

Total package sales in the given time period

Sales

Gift Card Sales

Total gift card sales in the given time period

Sales

Prepaid Card Sales

Total prepaid card sales in the given time period

Sales

Add-Ons Sold

Total number of add-ons sold

Sales

Add-Ons (%)

Percentage of services sold with add-ons out of the total number of services sold

Sales

Service Hours

Total number of hours spent for services

Memberships

Number of Memberships Sold

Total number of memberships sold in the given time period

Memberships

Successful Recurring Collection (Count)

Number of recurring memberships whose recurring payments have been successfully collected within the selected time period

Memberships

Successful Recurring Collection

Monetary value of recurring payments which have been successfully collected within the selected time period

Memberships

Failed Recurring Collection (Count)

Number of recurring memberships whose recurring payments were failed to be collected in the selected time period

Memberships

Failed Recurring Collection

Monetary value of recurring payments which were failed to be collected within the selected time period

Memberships

Remaining Recurring Collection (Count)

Number of recurring memberships whose recurring payments are yet to be collected between today and rest of the selected time period

Memberships

Remaining Recurring Collection

Monetary value of recurring payments that are yet to be collected between today and rest of the selected time period

Memberships

Member Conversion (Existing Guests) (%)

Percentage of non-member Existing Guests who bought Memberships out of the total number of distinct non-member Existing Guests that visited in the given time period

Marketing

Campaign Redemptions

Number of campaign redemptions that happened in the given time period

Memberships

Active Members

Distinct number of guests with at least one active membership in the given time period

Memberships

New Members

Number of non-members who bought memberships in the given time period

Memberships

Member Conversion (%)

Percentage of non-members who bought memberships out of the total number of distinct non-members that visited in the given time period

Memberships

New Guests to Members

Number of New Guests who bought memberships in the given time period

Memberships

Member Conversion (New Guests) (%)

Percentage of New Guests who bought Memberships out of the total number of New Guests that visited in the given time period

Memberships

Existing Guests to Members

Number of non-member Existing Guests who bought new memberships in the given time period

Memberships

Member Conversion (Existing Guests) (%)

Percentage of non-member Existing Guests who bought Memberships out of the total number of distinct non-member Existing Guests that visited in the given time period

Guests

Total Guests

Total number of distinct guests who visited in the given time period

Guests

New Guests

Number of new guests who visited in the given time period

Guests

New Guests (%)

Percentage of distinct new guests who visited out of the total number of distinct guests that visited in the given time period

Guests

Existing Guests

Number of distinct existing guests who visited in the given time period

Guests

Existing Guests (%)

Percentage of distinct existing guests who visited out of the total number of distinct guests that visited in the given time period

 

 

 

 

 

 

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