Dashboard Features

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 & Admins (Super Admin/Admin Roles):

The Business Metrics section shows comprehensive business analytics:

Onboarding Cards (New Accounts):

When you first set up, the dashboard shows guided onboarding cards: 1. Create Your First Plan — AI-powered plan generation 2. Invite Your First Client — Send client invitations 3. Assign Plan to Client — Connect plans to clients 4. Set Up Billing — Connect Stripe for automatic payments, or create services with manual billing to track sessions while collecting payments your way Each step can be skipped. Once all steps are complete (or skipped), you can dismiss the onboarding cards.

Key Metrics Cards:

• Total Clients - All clients in your business (active + archived) • Active Clients (30d) - Clients with activity in the last 30 days • Monthly Revenue - Total revenue from Stripe Connect (client payments) • Churn Rate - Percentage of clients lost this month • New Clients - Clients added this month

Revenue Trend Chart:

• Timeframe Selection - Choose Week, Month, or Quarter view • Data Source - Real revenue from Stripe Connect (client payments to your business) • Chart Type - Bar chart showing daily/weekly/monthly revenue • Calculation - Sum of all succeeded charges from your Stripe Connect account • Date Range - Week (last 7 days), Month (last 30 days), or Quarter (last 90 days) • Zero Data - Shows zero-revenue days if no payments occurred

Client Distribution Chart:

• Donut Chart - Visual breakdown of clients by service type • Service Types - Memberships (blue), Packs (green), Passes (purple), No Service (gray) • Calculation - Counts active entitlements grouped by service_type column • Data Source - client_entitlements table with status='active' • Real-Time - Updates automatically when clients buy services

• Compliance Tracking - All emails sent to clients are logged • Filter by Date - View emails from specific date ranges • Filter by Template - See which email templates were used • Audit Trail - Complete record for business owner compliance • Trainer Transparency - Trainers don't need to manually log emails • Access - Available to admin and super_admin roles via the Settings dropdown menu

For Trainers:

The Trainer Operations section shows your daily workflow metrics:

Today's Schedule:

• Upcoming Sessions - Appointments scheduled for today • Completed Count - Sessions already marked complete • Client Details - Name, service type, and appointment time • Quick Access - Click to view full calendar

Upcoming Birthdays:

• This Week - Clients with birthdays in the next 7 days • Personal Touch - Send birthday wishes to build relationships • Email/Phone - Quick contact buttons for each client

New Clients:

• This Week - Clients added in the last 7 days • Onboarding Status - Track who needs welcome messages • Service Assignment - See which clients need services assigned

Client Engagement Summary:

• Total Clients - Your active client count • Engagement Levels - Breakdown by Excellent/Good/Needs Attention • Needs Attention Count - Shows clients requiring immediate outreach (matches the Client Engagement dashboard - same logic, same numbers) • Quick Actions - Link to full Client Engagement dashboard • Consistency - The "Needs Attention" count uses the same PostgreSQL function as the Client Engagement dashboard, ensuring you see the same numbers everywhere

Popular Classes:

• Top Classes - Most booked group classes • Attendance Stats - See which classes are most popular • Capacity Insights - Identify classes that need more sessions

Weekly Attendance:

• Bar Chart - Attendance by day of week • Pattern Recognition - See which days are busiest • Capacity Planning - Optimize your schedule

Access Control:

• Automatic - System checks your role and shows appropriate dashboard • 403 Errors - If you see "Access denied", you don't have permission for that section • Silent Handling - Unauthorized sections simply don't render (no error messages)

Real-Time Updates:

• All metrics update automatically when data changes • Charts refresh when new payments or bookings occur • No manual refresh needed