Dashboard
Sidebar: Dashboard
The dashboard is a grid of widgets you choose yourself. There is no fixed report: you decide which numbers matter to your business and in what shape you want to read them.
Your appointments today
Above the widgets, the dashboard shows today’s appointments on the calendars you have a stake in. It is the answer to “what do I have today” without opening a calendar. It is part of the Scheduling module, and is not shown while that module is off.
Which calendars count:
- Every calendar where you are one of the responsible members.
- Every calendar with no responsible member at all — a calendar nobody was made responsible for belongs to the whole team, so its day is everyone’s day.
Each line shows the time, the guest, which calendar the appointment is on, their phone and e-mail, and any note left at booking. Click a line to open the contact.
Beside each appointment still standing are the same two actions the calendar’s own dashboard offers:
- Modify opens the booking page in a new tab with the appointment already selected, to move it to another time exactly as the guest would. The list catches up when you come back to the tab.
- Cancel opens the cancellation dialog: an optional reason for the team, whether the guest is told by e-mail, a message for them, and whether that e-mail invites them to book again. The appointment stays on the list, struck through.
Both need permission to update Calendars. A remote appointment with a Google Meet room also shows a Google Meet button that opens it directly.
What you see on the list:
- Appointments already past stay on the list, dimmed. A line marks where now falls, so what is still ahead is obvious at a glance.
- Cancellations are shown too, struck through and with the reason next to them. An appointment that quietly disappeared is how someone ends up waiting for a guest who already cancelled.
- Times are read on each calendar’s own time zone, which is also how “today” is decided per calendar. When a calendar runs on a different clock from yours, the zone is named next to the time.
If you have no calendars at all, the panel does not appear. If you have calendars but nothing booked, it simply says so.
Adding a widget
Click Dashboard → Add Widget. Every widget has the same five settings.
| Setting | What it does |
|---|---|
| Widget name | The label on the card. Free text. |
| Widget type | Which metric it reads (see below). |
| Icon | Any Lucide icon, searchable. |
| Visualisation type | Counter, Chart, or Comparison. |
| Period | The window the metric is measured over. |
Widgets can be reordered by drag, and each one can be made narrower or wider.
Widget types
Widgets are grouped by area. A metric about a module that is off — bookings without Scheduling, page visits without Landing Pages, sales without Sales with Stripe, e-mails without E-mail marketing, pipeline figures without the CRM — is not offered, and a widget already built on one is hidden rather than deleted: it comes back, in its place, when the module is switched on again.
General
| Type | Counts |
|---|---|
| New Contacts | Contacts created in the period |
| Qualified Leads | Contacts flagged as qualified |
| Lead Search Contacts | Contacts imported from Active Search |
| New Bookings | Confirmed bookings |
| Canceled Bookings | Bookings cancelled |
| Flights Used | Flights debited |
| Custom Filter | Contacts matching a saved filter |
Traffic & Content
Page Hits · Calendar Hits · Form Views · Blog Views · Published Blog Posts · Page Conversion Rate.
CRM & Sales
CRM Won · CRM Lost · CRM Win Rate · CRM Stage Moves · CRM New Leads in Funnel · CRM Tags Added · Deals Created · Deals Value · CRM Emails Sent · CRM Emails Opened · CRM Emails Bounced · CRM Email Open Rate.
Financial
New Subscriptions · New One-time Payments · Subscription Cancellations · Subscription Attempts · Successful Payments · Failed Payments · Total Revenue · Total Subscription Revenue · Total One-time Revenue · Active Subscriptions · Average Ticket · Churn.
Visualisation types
- Counter — one number. Best for a figure you check at a glance.
- Chart — the same metric drawn over time, so you can read the trend.
- Comparison (Lines) — up to three metrics on one line chart. Use it when the interesting thing is the relationship between two numbers (visits against leads, leads against sales) rather than either number on its own.
Periods
Today · Last 7 days · Current month · Last month · Last 2 months · Last 3 months · Current year · Last year · Custom (pick a start and end date).
The period belongs to the widget, not to the screen, so you can have a “today” counter sitting next to a “last 12 months” chart.
The Custom Filter widget
This is the most flexible widget in the product. It counts the contacts matching one of your saved filters from the Contacts screen — so any question you can express as a filter (“leads from Instagram in São Paulo who opened the welcome e-mail”) can become a permanent number on your dashboard. See Contacts → Filters.
Members who only see their own contacts
A member flagged See only their own contacts in Settings → Team reads a dashboard counted over their own leads alone: new contacts, qualified leads, the CRM numbers and a Custom Filter widget all narrow to the contacts they own — and so does the day panel, which lists only the appointments of guests they own. Metrics with no contact behind them — page hits, form views, Flights used — stay organization-wide.
So two people can legitimately read different numbers from the same widget. If a figure looks too low, check the flag before checking the data.
The AI Advisor
The dashboard also carries an AI Advisor: describe the kind of insight you want and it reads your organization’s data and writes an analysis. It is rate-limited to one analysis per 24 hours, and the last analysis stays available to re-read.
The Advisor’s output is generated text. Treat it as a prompt for your own judgement, not as a finding of fact — see the AI disclaimer.