What the Dashboard Shows
Depending on your account, the dashboard may include:
New contacts
Appointments booked
Payments received
Pipeline movement
These numbers update automatically.
How to Read the Dashboard
Use the dashboard to:
Spot trends
Check system activity
Confirm things are working
You do not need to check the dashboard daily.
What the Dashboard Is Not
The dashboard is not:
A full financial report
A detailed analytics platform
A replacement for accounting tools