Dashboards & Reporting: Building a Data Centric Business

Last Updated on 3 April, 2023

Keeping your staff informed and your clients engaged is key to any successful business. 

With WellnessLiving’s dashboards and predictive reports, you can optimize the client experience, identify growth opportunities, and make informed decisions about your finances, payroll, inventory, and more. It’s also easy to filter and save your favorite reports to a custom dashboard, giving you and your staff a quick glance at how your business is performing. 

Discover how to utilize WellnessLiving’s powerful Advanced Reporting feature, with Ryan Stark, Product Training Team Leader. 

In this training webinar, we’ll teach you how to uncover important trends and track key metrics with our easy-to-read reports to better manage and grow your business. 

You’ll learn how to: 

✅ Reduce churn rate with the Isaac Churn Risk Report and Clients at Risk Report. 

✅ Review your expected monthly or yearly revenue with the Projected Revenue Report.  

✅ Learn which clients owe money, send invoices, and charge clients with the Balance Due Report. 

✅ Track payroll, manage product inventory, and so much more! 

Watch on demand now!