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

  • Key Metrics – A tool that 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.
  • ISAAC Churn Prediction – A tool that helps you forecast potential client churn and proactively manage your client retention efforts.

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.

NoteStaff members can only view reports to which they have access. 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.

Related Articles:

Was this article helpful?
(153 out of 156 people found this article helpful)