Purpose
The Dashboard will help you keep track of your business by showing useful information and tasks that needs to be performed. It is possible to create and customize different Dashboards for different roles, and when enabled it will be the first view you see when opening BRP Back Office.
Configuration
Settings
BRP Configuration → Settings → Settings
Setting | Description | Value |
|---|---|---|
enableDashboard | Enables the Dashboard. | Yes |
ShowUsedForStastisticallyOnProductInSOV (TP63558 / 2024.41) | Must be set to True to show the “Used statistically for number of members” checkbox on subscription products. | Optional |
Rights
BRP Configuration → Staff and resources → Roles
To create and edit the Dashboard, your role needs the following rights:
Settings
Staff - Roles
1. Set up the Widgets
The Widgets are the different cards you will see in the Dashboard. Most of the Widgets are already automatically created. The ones not created automatically are those that need a property. See Widget types further down on this page for more information about which widgets need a property.
Go to Configuration > Dashboard > Widgets
Add a widget by clicking on + (plus icon) and add a value for the chosen widget type property. The value must be an integer.
Limit Widgets to a company or facility
(TP52580 / GA 2024.32)
All widgets can be limited to one or several companies or facilities. This can be useful if you for example want to post a message to one specific facility, because the message is only relevant to them. To limit a widget to a company or facility, click on the widget and add it under “Show for company” or “Show for facility”. If the widget should be visible for all, do not add a company or facility on the widget.
2. Set up the Dashboards
It is possible to create different Dashboards for different roles. However, one role can only view one Dashboard.
Go to Configuration > Dashboard > Dashboards
Click on + (plus icon) to create a new Dashboard
Enter a name (this is is only used to identify different dashboards for users during configuration. It is not visible on the dashboard)
Enter a title (this is visible on the Dashboard)
Add the Widgets that should be shown in this Dashboard (click on the pen in the upper right corner)
Add a background image (optional)
Choose one of the available backgrounds in the “Default” tab, or upload your own image
3. Add the Dashboard to a role
When you add a Dashboard to a role, all staff with that role will see the Dashboard.
Go to Configuration > Staff and resources > Roles
Click on the role you want to add a Dashboard to > Choose the Dashboard in the list under “User interface - Dashboard”
Notes
Some widgets display a currency. The currency is received from the current company. Dashboard does not support the setting sameCurrencyThroughoutTheInstallation.
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 logged in user.
Name | Properties | Description | Level |
|---|---|---|---|
Cancelled membership subscriptions last 30 days | None | Membership subscriptions that were cancelled during the last 30 days (including today). | Facility |
Cancelled membership subscriptions last seven days | None | Membership subscriptions that were cancelled during the last 7 days (including today). | Facility |
Cancelled membership subscriptions today | None | Membership subscriptions that were cancelled today. | Facility |
Cancelled membership statistics subscriptions last 30 days | None | Subscriptions that were cancelled during the last 30 days (including today). *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
Cancelled membership statistics subscriptions last seven days | None | Subscriptions that were cancelled during the last 7 days (including today). *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
Cancelled membership statistics subscriptions today | None | Subscriptions that were cancelled today. *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
My future bookings | Within days=X | Number of bookings where the logged in user is a resource, starting now and X days ahead. Not restricted to logged in facility. | System/current user |
Image | Image to show | Shows configured image. | N/A |
Invoices overdue | Days after due day | Invoices that are due by more than x days and not fully paid and a due date within the last 12 months. | Company |
Not debited direct debit subscriptions | None | Direct debit subscriptions that haven’t been debited up to todays date and that are still active. | Facility |
Not debited RCP subscriptions | None | RCP subscriptions that haven’t been debited up to today and that are still active. | Facility |
Membership subscriptions ending in the next 30 days | None | Membership subscriptions which are ending in the next 30 days (including today), and was not cancelled by the user. | Facility |
Membership subscriptions ending in the next 7 days | None | Membership subscriptions which are ending in the next 7 days (including today), and was not cancelled by the user. | Facility |
Membership subscriptions ending today | None | Membership subscriptions which are ending today, and was not cancelled by the user. | Facility |
Membership statistics subscriptions ending in the next 30 days | None | Subscriptions which are ending in the next 30 days (including today), and was not cancelled by the user. *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
Membership statistics subscriptions ending in the next 7 days | None | Subscriptions which are ending in the next 7 days (including today), and was not cancelled by the user. *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
Membership statistics subscriptions ending today | None | Subscriptions which are ending today, and was not cancelled by the user. *Includes subscriptions with “Used statistically for number of members” checkbox enabled | Facility |
Message | Message to display | Displays the configured message | N/A |
Missing direct debit mandates (Fi) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Finvoice). | Facility |
Missing direct debit mandates (Nor) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Avtalegiro). | Facility |
Missing direct debit mandates (Swe) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (Autogiro). | Facility |
Missing PBS mandates (Dk) | None | Direct debit subscriptions that are not fully debited and the payer is missing a valid mandate (PBS). | Facility |
Missing RCP mandates | None | RCP subscriptions that are not fully debited and the payer is missing a valid mandate. | Facility |
New members last 30 days | None | New members for the last 30 days at the current facility. *Includes persons with a subscription that “Gives membership”. | Facility |
New members last seven days | None | New members for the last 7 days at the current facility. *Includes persons with a subscription that “Gives membership”. | Facility |
New members last seven days (Chart) | None | New members for the last 7 days at the current facility presented as a chart. *Includes persons with a subscription that “Gives membership”. | Facility |
New members today | None | Persons that became members today (were not members yesterday). *Includes persons with a subscription that “Gives membership”. | Facility |
No shows today | None | No shows created today. This includes noshows that haven’t been processed yet. | Facility |
Not debited bookings | None | Not debited bookings with a positive price where due has been passed and start is within the last 12 months. | Facility |
Overpaid invoices | None | Invoices at the current company with a negative rest that are not exported and a due date within the last 12 months. | Company |
Sales this month | None | Sales during the current calendar month. Do not compare with backoffice/sales-per-product, because of the limit to 30 days, and settings that effect the selection in that list, such as “excludeClipsOnSalesStatistics” | Facility |
Unmatched payments | None | Not handled unmatched payments that have been created during the last 12 months. | Company |
Value of not debited bookings | None | Same as “Not debited bookings” above but this widget shows the price (ex. VAT) of the bookings. | Facility |
Visits today | None | Total number of visits today. | Facility |
Low stock level | None | Facility | |
Organization price list expiring | Expires within days | Facility | |
Customer type expiring | Expires within days | Facility | |
Unapproved profile images | None | Total number of unapproved profile images (if users are allowed to upload their own images through the app). | There are three sepearate widgets for System, Company or Facility level |
New organization customers | The past X days | ||
Recovered capital from Automated Reminder Solution | None | Recovered capital from the Automated Reminder Solution. Shows a list of invoices upon clicking. | |
Surveillance events today | None | All surveillance events today. Related to Video Surveillance on Entry, a feature which is not yet released. | |
Freeze request | None | Total number of open freeze requests (unapproved and not denied requests) | There are three sepearate widgets for System, Company or Facility level |
Revenue today | Revenue accounts (List of accounts with 'Revenue account' enabled) | Revenue excluding VAT for the selected accounts for today. | Facility |
Revenue this month | Revenue accounts (List of accounts with 'Revenue account' enabled) | Revenue excluding VAT for the selected accounts during the current calendar month. Do not compare with backoffice/sales-per-product, because of the limit to 30 days, and settings that effect the selection in that list, such as “excludeClipsOnSalesStatistics” | Facility |
*Clarifications
Subscriptions that “gives membership”:
Subscription products that “gives membership” are configured to give membership to either:
All facilities
Only local facility
Only local company
Only local region
Subscriptions with “Used statistically for number of members” checkbox enabled:
Subscription products with “Used statistically for number of members” checkbox enabled are configured to not “give membership”, but still be included in membership statistics.
NOTE! This is not relevant unless you sell your memberships separate from regular subscriptions. See step 1 in this documentation on how to activate this checkbox.
