Reports and Audit
Dashboards
Dashboards are the operating summary. They are for deciding what needs attention first, not for editing master data.
What this page is for
Dashboards are the operating summary. They are for deciding what needs attention first, not for editing master data.
Who should use it
Owner, manager, sales lead, PT lead, operations lead
Where to find it
/dashboard/sales, /dashboard/pt, /dashboard/operational
Before you start
- Sales Dashboard is for pipeline, follow-up, conversion, and revenue visibility.
- PT Dashboard is for trainer utilization, PT appointment load, session balances, and service follow-through.
- Operational Dashboard is for active members, check-ins, facility activity, alerts, and recent threads.
Daily workflow
- Open Sales Dashboard before calling leads; look for overdue follow-ups and conversion gaps.
- Open PT Dashboard before trainer shifts; check upcoming sessions, low balances, and no-show patterns.
- Open Operational Dashboard at opening and closing; check attendance, facility issues, and unresolved staff alerts.
Watch out
- A dashboard number is only useful if staff use the correct workflow. For example, PT balance only stays correct when PT appointments are booked/canceled through Schedule.
Related help
- Use the left menu to open related pages in Reports and Audit.
- Use Ask Docs for questions that are already covered in this public documentation.
Reports and Audit
Review reports, dashboards, transactions, settlements, disputes, and audit history.
Sales Dashboard
Sales Dashboard is the morning sales control page. It summarizes open opportunities, forecast, conversion movement, follow-up pressure, and sales revenue signals so the owner can decide where sales staff should focus.