The dashboards feature allows you to create customizable dashboards which can contain any WellnessLiving report as well as the following tools:

  • Isaac Churn Risk – Displays a simplified version of the Isaac Churn Risk Report, which uses machine learning to predict client attrition with 87% accuracy, allowing you to proactively manage your client retention efforts. From the dashboard, you can see the total number of clients who are likely to churn next month, represented as a whole or broken down by their client types.
    • To view detailed information about these clients, click VIEW REPORT or the number displayed to navigate to the Isaac Churn Risk Report.
    • The Isaac Churn Risk Report can be added to the dashboard and viewed by any staff members with the Dashboard Access permission enabled. For more information, see Staff role permissions.
  • Key Metrics – Displays a simplified version of all the most important statistics within your business. This includes your total sales, booking requests, recurring membership payments, new leads, and more. You can click the number displayed for each key metric to navigate to the corresponding report.

When creating dashboards, keep the following information in mind:

  • There’s no limit to the number of dashboards you can make. The Dashboards page is the first screen staff members see when they log into their WellnessLiving account.
  • Staff members with the Share Dashboards permission can share any dashboard with other staff members. Shared dashboards automatically appear on the list of dashboards for all staff members with whom they were shared. For more information, see Staff role permissions.
  • Staff members can only view reports if they have access permissions to those reports. For example, if a staff member doesn’t have the Attendance report access permission, they won’t be able to view any attendance reports on a dashboard. For more information, see Staff role permissions.

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