Dashboard Features
Dashboard Features
Overview, Active Plans, and Reports
Overview Tab (Role-Based)
Dashboard Overview Tab - Role-Based Views:
The Overview tab provides different dashboards based on your role in the business.
For Business Owners & A...
Schedule Overview Card
Schedule Overview Card - Your Weekly Schedule at a Glance:
The Schedule Overview card provides real-time insights into your upcoming sessions, helpin...
Revenue Trend Chart
Revenue Trend Chart - Track Your Business Revenue:
The Revenue Trend chart visualizes your income over time, helping you spot trends, seasonal patter...
Client Distribution Chart
Client Distribution Chart - Understand Your Client Base:
The Client Distribution donut chart shows how your clients are distributed across different ...
Active Plans Tab
Active Plans Tab:
The Active Plans tab gives you quick access to your clients' active programs, sorted by most recently updated. It's designed for PTs...
FAQ: Understanding "Needs Attention" Logic
Frequently Asked Questions About "Needs Attention"
Q: Why do I see different "Needs Attention" counts in different places?
A: You shouldn't! Both the...
Reports Tab & Audit
Reports Tab (Dashboard):
Professional reports for business analytics and operations.
Audit (Settings Dropdown → Audit, Admin Only):
Audit features ar...
Metrics Calculations Explained
How Dashboard Metrics Are Calculated:
Revenue Metrics:
• Data Source - Stripe Connect charges (client payments to your business)
• Calculation - Sum ...