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For each role, choose if you should leave the “Dashboard” field blank (the user cannot see a dashboard) or if you should set one of the dashboards you created. A role can not have more than one dashboard.
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The dashboard
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Widget types
Here is a list of available widgets. If nothing else is mentioned the widgets use the logged in users business unit when calculating numbers. I.e: “Cancelled membership subscriptions last 30 days” shows only subscriptions that belong to the same business unit as the user is logged in at.
Name | Properties | Description |
|---|---|---|
Cancelled membership subscriptions last 30 days | None | |
Cancelled membership subscriptions last seven days | None | |
Cancelled membership subscriptions today | None | |
Future bookings | Within days=X | Number of bookings where logged in user is a resource between now and X days ahead. Not restricted to logged in business unit. |
Image | Image to show | Shows configured image. |
Lagging direct debit subscriptions | None | Direct debit subscriptions that are lagging |
Lagging RCP subscriptions | None | RCP subscriptions that are lagging |
Membership subscriptions ending this month | None | Membership subscriptions with end between last 30 days and now. |
Membership subscriptions ending this week | None | Membership subscriptions with end between last 7 days and now. |
Membership subscriptions ending today | None | Membership subscriptions with end today. |
Message | Message to display | Displays the configured message |
Missing direct debit mandates (Fi) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Finvoice). |
Missing direct debit mandates (Nor) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Avtalegiro). |
Missing direct debit mandates (Swe) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Autogiro). |
Missing PBS mandates (Dk) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (PBS). |
Missing RCP mandates | None | RCP subscriptions that are not fully debited and the payer is missing a valid mandate. |
New members last 30 days | None | |
New members last seven days | None | |
New members last seven days (Chart) | None | |
New members today | None | |
No shows today | None | No shows created today. |
Not debited bookings | None | Not debited bookings with a positive price where due has been passed and start is within the last 12 months. |
Overpaid invoices | None | Invoices with a negative rest that are not exported and a due date within the last 12 months. This widget shows invoices for the current company. |
Sales this month | None | |
Unmatched payments | None | Not handled unmatched payments that has been created during the last 12 months. This widget shows payments for the current company. |
Value of not debited bookings | None | Same as “Not debited bookings” above but this widget shows the ex moms price of the bookings instead. |
Visits today | None | Total number of visits today. |