📝 Overview
In your DaySmart software, you can access a visual snapshot of your business performance through the Dashboard. This tool allows you to monitor daily totals, client activity, sales data, and employee performance, all in one place.
🔍View the Dashboard
Log in and use the Dashboard to view activity for today or any custom date range.
Click the arrow to learn how to access the Dashboard
Click the arrow to learn how to access the Dashboard
💡Pro Tip:
Review the Dashboard at the start and end of each day to track your progress and identify trends.
Log in to the scheduling system.
Click the Dashboard icon on the icon tray (usually the first icon).
Use the date picker to select a single day or custom date range.
📊Dashboard Metrics Explained
Get familiar with the sections and metrics displayed in your Dashboard view.
Click the arrow to learn more about the dashboards reports
Click the arrow to learn more about the dashboards reports
⚠️Please Note:
The Dashboard is meant for quick insight, not detailed reporting. Always refer to operational reports for formal analysis.
Once loaded, the Dashboard displays multiple sections:
Business Productivity – Total closed tickets and clients served for the day. Productivity = time booked ÷ time available. Time available is based on working hours minus time blocks. Double-booked appointments count only once per time slot.
Sales Overview – Breakdown of service, retail, and total sales.
Appointment Referral Values – Sales totals by referral type (set per ticket).
Sales Benchmark – Compares current sales to your daily goal.
Prebooked Clients % – % of clients who booked their next visit before leaving.
Average Service Sale – Avg. service subtotal per ticket with at least one service.
Average Retail per Ticket – Avg. product subtotal for all tickets.
Average Retail per Service Ticket – Avg. product subtotal for tickets with a service.
Average Retail per Retail Ticket – Avg. product subtotal for product-only tickets.
Live Counts – Real-time stats for appointments, new clients, and online requests.
Leaderboard – Highlights top-performing employees by category.
Client Retention – % of clients who visited at least twice in 90 days.
If a client's first visit falls within the selected date range, they count toward new client retention.
If the range is too short to assess retention, the system automatically pulls from the past 90 days for accuracy.
🎯 Customize Dashboard Goals
Customize your benchmarks for each metric shown on the Dashboard.
Click the arrow to see how to manage goals on the dashboard
Click the arrow to see how to manage goals on the dashboard
For each section listed above there is a benchmark or a goal to hit each day. You can adjust these goals to fit the expectations you have.
Log in and click the Dashboard icon from the menu bar.
In the top-right corner of the screen, click Manage Goals.
Adjust the goal for each metric based on your business expectations.
Click Save to apply your changes.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I view performance from previous days?
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Click the arrow to view the answer
Yes. Use the date picker in the Dashboard to select any past day, week, or custom range. Historical data loads instantly.
What happens if I don't set benchmarks?
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Click the arrow to view the answer
The Dashboard will still show actual sales and performance data. However, the Sales Benchmark section will remain blank until you configure your daily goals.
Why don't I see the Leaderboard?
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Click the arrow to view the answer
If your role does not have permission to view individual performance, the Leaderboard may be hidden. Check your user permissions in the system.
Why don’t I see all my icons on the Dashboard?
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Click the arrow to view the answer
Some icons, such as Checkout or Reports, may not appear when you’re on the Dashboard. To view them simply navigate to another section like Clients/Pets and your additional icons will reappear based on your settings.