Dashboards

Dashboards are live, shareable views of your business data. You build them by adding widgets: charts, activity streams, single-number statistics, and section headings. Each widget pulls from a data source like bookings, transactions, events, customers, payments, carts, or emails, and you can filter by event, staff member, purchase type, promotion, or email template. Start from a ready-made template or from a blank dashboard, and set any widget to cover just this group or every group in your company. A dashboard can also show a global filter bar, so one date range, location, event, or staff member applies to every widget at once.

Getting started

Navigate to Reporting and analytics > Dashboards from the sidebar. This opens your pinned dashboard in live view. To create new dashboards or switch between them for editing, click Dashboard settings in the top right.

How it works

Dashboards have two pages:

• Dashboard display. The live view of your pinned dashboard. Use it day-to-day or put it on a venue screen. You can refresh the data, expand to fullscreen, and switch between your dashboards. This is what opens when you click Dashboards in the sidebar.
• Dashboard settings. The list of all your dashboards. This is where you create, pin, rename, and delete dashboards. Click any dashboard's Edit dashboard option to open the editor, where you add widgets and arrange the layout.

Each dashboard is a grid of widgets. Widgets come in four types:

• Chart, a line, bar, pie, gauge, heatmap, or funnel of a measurement over time or across categories
• Activity stream, a live feed of the most recent events from a chosen source
• Statistic, a single aggregate number (count, sum, average, highest, lowest) with optional breakdowns by event or staff member
• Section, a heading band with a title and optional caption that groups the widgets below it by topic

Every chart and statistic widget also has a Scope: This group shows the current location's data, All groups aggregates every location in your company (or a chosen set of them). Templates use All groups widgets to build company-wide views such as the Executive overview.

Widgets are driven by your live data. A change to a booking or transaction shows up on the dashboard the next time the widget is loaded or the user clicks refresh.

Only one dashboard can be pinned at a time. Pinning replaces any previous pin and determines which dashboard opens in the live view when you click Dashboards in the sidebar.

Reference

The options below are set in the widget configuration modal.

Widget types and sub-types

Data sources and fields

Each data source exposes a set of fields you can plot, aggregate, or group by. The available Measurement and Metric type options depend on the field's data type (currency and numeric fields support Sum and Average; ID fields only make sense with Count; date fields support time-based grouping).

Category fields (such as Status, Vertical, Genre, Group size and Traffic attribution) are breakdown fields: they appear in the Field dropdown only for Chart widgets set to Bar or Pie, and they split the chart into one slice or column per value. On Bookings, Vertical and Genre break bookings down by the event's type and genre.

Group size on Bookings, as a bar or pie field, gives one column or slice per party size (1 player, 2 players, 3 players and so on), ordered smallest to largest, for the bookings whose event date falls in the widget's time range. With Measurement set to Count each column is the number of parties of that size; Amount paid and Subtotal show the money booked per size instead. On a shared time slot booked by several parties, each party counts once at its own size. Bookings with no size recorded are left out.

Traffic attribution is available on Bookings, Transactions, Gift cards, Payments, Purchases and Carts. It breaks the chart down by where each record came from, read from the UTM parameters on the link the customer used. Picking it reveals a Breakdown level dropdown with three depths:

Bookings made from the booking site without any tracking show as Booking site, bookings made by staff in the console show as Internal, and records with no source at all show as Untracked. When a record has no medium or campaign, its slice stays at the level above instead of splitting off, so the chart never shows a "Facebook / unknown" slice. Values match regardless of capitalization, so "Facebook" and "facebook" count as one slice. On Purchases the breakdown covers every included purchase type together, so a per-event or per-item split is not available on the same widget.

Widget scope

With All groups selected, a Groups field lists your locations. Leave it empty to include every group, pick specific groups, or use Select by location to add every group in a country, state, or city at once. Clear selection empties the field.

Money widgets (revenue, payments, refunds, lifetime value, and any other currency field) only combine groups that share one currency. Groups in another currency are disabled in the picker, and a template creates such widgets limited to the groups that share your default group's currency. The widget then shows a small alert icon next to its title explaining the limit; open Configure to change the selection.

Money statistics have another option: One value per currency. The toggle appears on statistic widgets built on Bookings, Transactions, Payments, or Purchases when the chosen measurement is a money amount and the scope is All groups. With it on, the widget lists one row per currency, each formatted in that currency, and groups billing in different currencies can be combined. No exchange-rate conversion is applied; each row stays in its own currency.

Dashboard templates

Templates are ready-made dashboards. Creating from a template gives you an editable copy: every widget can be changed, moved, or deleted afterwards, and the template itself never changes.

When a group has no dashboards yet, opening Dashboards creates a starter dashboard automatically from the Executive overview template and pins it, so the first visit lands on a working dashboard instead of an empty page.

A dashboard created from a template starts with the global filter bar turned on, offering a set of filters suited to the template (the Executive overview offers date, location, vertical, genre, event by name, payment method, and purchase type) with no default values, so the dashboard shows everything until a viewer picks a filter. Turn the bar off or change its filters under Dashboard settings.

Template widgets use Last 30 days for statistics and trends, carry a highlight color by metric family (teal for money, blue for volume, orange for customers, rose for conversion, pink for operations), and show their info label.

Widget library

The Templates section at the top of the Add widget drawer offers ready-made single widgets: Revenue, Revenue over time, Average order value, Bookings, Bookings over time, Bookings by event, Occupancy by hour, Conversion rate, New customers, Amount refunded, Payments by method, Event completion, How customers found you, Top promo codes, Tips, Occupancy rate, Conversion gauge, Retention rate, Customer lifetime value, New vs returning, Revenue by source, Bookings by source, Email open rate, Revenue from email, Email events by type, Revenue by group, Occupancy by group, Section, Booking funnel, and Group sizes. Picking one prefills the form; everything stays editable before you click Create. From scratch starts an empty form.

Metric types (statistic widgets)

Activity sources (activity stream widgets)

Time range options

Time range controls which records a widget considers.

Yesterday vs Last 24 hours: Yesterday is one complete calendar day from midnight to midnight in your group's local timezone, so it always reflects a finished day. Last 24 hours is a rolling window from the current moment, so it spans into today and cuts off part of yesterday. For "what happened yesterday" reviews, pick Yesterday.

Toggles accompany the dropdown:

• Show all records (statistic widgets and non-line charts): ignore dates and include every record the filters match
• Show range option picker on dashboard: let viewers change this widget's time range on the live view without opening the config
• Show compare option on dashboard: let viewers compare this widget's time range against earlier periods from the live view. On by default; the toggle appears once the range picker is enabled, and only for line charts, bar charts, and single-number statistic widgets

While that toggle is on, two dropdowns appear below it:

• Default compare: None, Previous periods, or Same period previous years. Sets the comparison the widget loads with, so a widget can open already compared instead of starting plain
• Default periods: 2 to 10, shown once Default compare is not None. Sets how many periods the default comparison includes, counting the current one

Both are saved with the widget, so duplicates and cross-group copies keep them.

Line charts add a Default grouping dropdown below these toggles: Automatic, Daily, Weekly, or Monthly. It sets how the chart groups its points when it first loads (see Line graph grouping below) and is saved with the widget, so duplicates and cross-group copies keep it.

Comparing periods

Widgets that show the range picker also offer a Compare dropdown next to Showing results for, plus a Periods count (2 to 10, including the current period).

How each widget renders the comparison:

• Line charts overlay one line per period. The current period is solid, earlier periods are dashed, and a legend labels each with its dates and year
• Bar charts group the bars, one color per period, with the same year-labeled legend. Categories missing from an earlier period show as zero
• Statistic widgets show a percent change with an up or down arrow when comparing two periods, and a per-period table with values and percent changes when comparing more

The Compare and Periods dropdowns start on the widget's saved Default compare and Default periods settings, or on None when no default is set. Changing them on the live view lasts for your session only; it never changes the widget's saved configuration or what teammates see, and the saved default applies again the next time the dashboard loads.

Line graph grouping

Line charts group their points to match the length of the selected time range, so long ranges stay readable instead of plotting hundreds of daily dots.

Line chart widgets that show the range picker also get a Group by dropdown next to Compare, with Automatic, Daily, Weekly, and Monthly. It starts on the widget's saved Default grouping and, like the compare choice, applies for your session only.

Weekly points cover seven days starting from the first day of the range, and monthly points cover calendar months. Each point is labeled with the first day it covers, and monthly labels include the year. Counts and revenue add up across the grouped days, averages average them, and highest or lowest values keep the extreme.

Filtering options

When the data source supports them, extra sections appear in the widget config:

• Event filtering: All events, Filter by event (one event), or Show breakdown by event (statistic widgets only)
• Staff member filtering: All staff members, Filter by staff member, or Show breakdown by staff member (statistic widgets only)
• Purchase type filter (when source is Purchases): include Bookings, Gift cards, or Merchandise, each with its own multi-select (specific events, gift card types, or items). For gift cards, toggle Include inactive gift cards to count archived ones
• Include inactive gift cards toggle appears directly under the source dropdown when Gift cards is selected
• Cancelled transactions (when source is Transactions): Include cancelled transactions is off by default, so totals, averages and counts cover active transactions only. Turn it on to count cancelled transactions as well, at whatever value they kept when they were cancelled (bookings, items or gift cards the staff member chose to keep). The widget's footer reads "Including cancelled" while it is on. Paid, Due and Refunded fields always include cancelled transactions, since those balances stay real after a cancellation
• Payment method filter (when source is Payments): Include all payment methods is on by default. Turn it off to reveal Payment methods to include: a multi-select of Card, Cash, Gift card, POS, Bank transfer, Customer credit. Only the picked methods count toward the widget. The setting is per widget, so different widgets on the same dashboard can include different methods
• Promotion filter (when source is Bookings, Transactions, Payments, or Purchases): Include all promotions is on by default. Turn it off to reveal Promotions to include: a multi-select of promo code groups and individual promo codes that have been used at least once. Selecting a promo code group covers every code in it. Only rows that used one of the selected promotions count toward the widget
• Traffic attribution filter (when source is Bookings, Transactions, Gift cards, Payments, Purchases, or Carts; not on gauges, heatmaps, funnels, or the Occupancy field): Include all traffic is on by default. Turn it off to reveal three multi-selects, Traffic sources to include, Traffic mediums to include, and Campaigns to include. Each lists the values seen on your links in the last twelve months; type a value and press enter to add one that is not listed. A record counts only when it matches every dimension you filled in, so picking one source and one campaign keeps only that campaign on that source. Combine this filter with a Traffic attribution breakdown field to see, for example, only the campaigns behind one source
• Email template filter (when source is Emails, or the activity source is Customer email events): Include all email templates is on by default. Turn it off to reveal Email templates to include: a multi-select of the email templates across your company, including archived ones marked with an Archived tag so older emails can still be reported on. When the company has more than one group, templates are listed under their group. Only emails sent from the selected templates count toward the widget
• Template type filter (same sources): Include all template types is on by default. Turn it off to reveal Template types to include: a multi-select of the active email template types. Only emails sent from templates of the selected types count. When both filters are set, an email must match both
• Custom field picker (when source is Custom fields): Custom field dropdown lists every dropdown and checkbox question across your booking sites, deduplicated by label so the same question used on several booking sites only appears once. A spinner shows while the list loads; if nothing loads, the empty-state reads "No dropdown or checkbox custom fields found for this location." Event / staff / purchase / payment filters don't apply to Custom fields widgets

Display options

• Show widget info label: display the widget's Label text on the live view
• Allow data export on dashboard view: let non-editor viewers export this widget

Layout and customization

Access and permissions

Dashboard settings drawer

Open the dashboard editor, click the three-dot menu in the top right, and select Dashboard settings. The drawer has four collapsible sections. Click Save once to store every section you changed.

Global filter bar

When enabled, a filter bar appears above the widgets on the live view and in the editor. Changing a filter and clicking Apply reloads every widget that can honor it. A filter only overrides a widget's own settings while it has a value; an empty bar leaves each widget exactly as it was built. The dashboard stores which filters are offered and their default values; each viewer can change the values for their own session and click Reset to dashboard defaults at any time.

Filters fill one row; any that do not fit sit behind More filters. Clear filters removes every value.

Not every widget can honor every filter. A bookings widget has no payment method, a payments widget has no event, and an activity stream ignores the date. When an active filter did not apply to a widget, a small grey alert icon appears next to the widget title; hover it to see which filters were skipped and why. The description line under the widget reads Global filters applied or Global filters partly applied.

Location has two special cases. A widget scoped to This group shows "No data for the selected locations" when this group is not among the selected locations. An All groups money widget shows "Selected locations use different currencies" when the selected locations do not share one currency.

Step-by-step guide

View a dashboard

1. Open Reporting and analytics > Dashboards from the sidebar
2. Your pinned dashboard loads in the live view
3. Click the refresh icon in the top right to reload all widget data
4. Click the fullscreen icon to expand the dashboard (ideal for venue-floor displays); click again to exit
5. If you have more than one dashboard, click More dashboards to switch to another one
6. On each widget, if the creator enabled it, use the Showing results for dropdown to change that widget's time range without leaving the page
7. If the dashboard has a global filter bar, use it above the widgets to change the date range, location, or other filters for every widget at once (see the next section)

Use the global filter bar

1. On the live view or in the editor, find the filter chips above the widgets. A chip with a value is filled in; an empty one shows a plus sign
2. Click a chip, choose values, and click Apply. Every widget reloads
3. For Date, pick a period from the list. Pick Custom range to reveal a Custom dates chip, then set Within the last N days or a from/to Date range and click Apply again
4. For Location, tick groups under their country headings, search by group, country, or state, or open Select by location to pick a whole country, state, or city
5. Click the x on a chip to clear that filter, Clear filters to clear all of them, or Reset to dashboard defaults to return to the values the dashboard owner set
6. Widgets that could not honor an active filter show a grey alert icon next to their title; hover it for the reason

While a global date is active, each widget's own Showing results for dropdown is hidden so the two cannot disagree. The Compare and Group by controls stay available on top of the global date. Widgets set to Show all records keep showing everything.

Compare a widget against earlier periods

1. On the live view (or the dashboard editor), find a line chart, bar chart, or single-number statistic widget with the Showing results for dropdown
2. Set Compare to Previous periods or Same period previous years
3. Pick how many Periods to include, from 2 to 10
4. The widget reloads with the earlier periods layered in. The label under the widget notes how many periods it is compared to
5. Set Compare back to None to return to the single-period view
6. To make a comparison load by default every time, open the widget config and set Default compare and Default periods under the Show compare option on dashboard toggle

Tip: For "how is this August tracking against past Augusts," pick This month, Same period previous years, and the number of years to include.

Change a line graph's grouping

1. On the live view (or the dashboard editor), find a line chart with the Showing results for dropdown
2. Set Group by to Automatic, Daily, Weekly, or Monthly
3. The chart reloads at that grouping. With a comparison active, every period regroups the same way so the lines stay aligned
4. To change what the widget uses when it first loads, open the widget config and set Default grouping under Time range

Tip: Automatic already picks a readable grouping for the range. Reach for a manual choice when you want a specific view, for example forcing Daily on a quarter to inspect a spike.

Manage your dashboards

1. From the live view, click Dashboard settings in the top right
2. The settings page lists every dashboard with its name, creator, and creation date. Your pinned dashboard shows a pin icon
3. Open the three-dot menu on any row for Pin dashboard, Go to dashboard, Edit dashboard, Duplicate dashboard, Copy to other groups, or Delete dashboard
4. Only one dashboard can be pinned. Pin dashboard replaces the current pin
5. Go to dashboard opens the live view in a new tab

The same Duplicate dashboard and Copy to other groups actions are also available from the three-dot menu in the dashboard editor's top right: handy when you've just finished editing one and want to fork it without going back to the list.

Create a dashboard

1. Open Reporting and analytics > Dashboards
2. Click Dashboard settings in the top right
3. Click Create dashboard. The Create dashboard drawer opens
4. Under Templates, pick Blank dashboard or one of the templates (see Dashboard templates above). Templates that aggregate every group carry an All groups badge
5. Under Details, enter a Name (prefilled with the template name) and optional Description
6. Click Create dashboard. You land in the dashboard editor with the template's widgets in place, ready to adjust

Add a widget

1. In the dashboard editor, click Add widget
2. Under Templates, pick a ready-made widget from the library or From scratch (see Widget library above)
3. Under Details, enter an optional Widget title and Widget label. These show above the data on the dashboard
4. Under Widget configuration, set the Scope: This group or All groups. With All groups, optionally narrow the Groups field or use Select by location
5. Choose a Widget type: chart, activity stream, statistic, or section
6. Configure the type-specific settings (see the next sections)
7. Configure Time range, Display options, and any filters that apply
8. Click Create

Configure a chart widget

1. Set Widget type to Chart
2. Pick a Chart type: Line, Bar, Pie, Gauge, Heatmap, or Funnel (the last three only appear for the sources that support them)
3. Pick a Data source (see the reference table)
4. Pick a Measurement when the source offers choices
5. Pick a Field to plot
6. If the field is Traffic attribution, pick a Breakdown level: Source, Source and medium, or Source, medium and campaign
7. Configure the Time range

Tip: To see how many parties of each size you booked, pick Bar or Pie, source Bookings, field Group size, and measurement Count. The library also offers this as the Group sizes widget.

Tip: Line charts plot trends over time and need a time range. Bar and pie charts can use Show all records to show totals across categories without a date window.

Configure an activity stream widget

1. Set Widget type to Activity stream
2. Pick an Activity source: Event log, Booking activity log, Transaction activity log, or Customer email events
3. Set Number of events to show (1 to 100)

Activity streams show the most recent records from the last 90 days; the widget header shows the source, the row count, and Last 90 days. Time range controls do not apply. Rows stay on one line and the list scrolls inside the widget. Booking and transaction links appear only to users with permission to view bookings or transactions, and rows written by automated processes with no person attached are hidden.

Configure a statistic widget

1. Set Widget type to Statistic
2. Pick a Data source
3. Pick a Measurement (when offered)
4. Pick a Field
5. Pick a Metric type: Count, Sum, Highest value, Lowest value, or Average
6. Configure the Time range
7. Optionally add filters by event, staff member, or purchase type

Configure an occupancy widget

Occupancy is the share of offered time slots that were booked. Three shapes are available on the Bookings source:

1. Statistic with the Occupancy field shows the rate as a number
2. Chart with Chart type = Gauge and the Occupancy field shows a dial with the rate and the booked and offered slot counts
3. Chart with Chart type = Heatmap shows a weekday by hour grid shaded from cool to hot; hours with almost no offered slots are dropped so the busy hours stay readable, and the legend runs from 0% to the busiest cell

Set a Time range for all three (occupancy is always measured over a period).

Configure a booking funnel or conversion widget

Carts start on every booking page visit, so the Carts source measures how visits turn into bookings.

1. For the funnel, set Widget type to Chart, Data source to Carts, and Chart type to Funnel. The stages are Booking page visits, Event selected, Added to cart, Details entered, Payment entered, Booking submitted, and Booking completed, each with its share of visits and the drop-off from the previous stage
2. For a conversion rate number, set Widget type to Statistic with the Conversion rate field, or Chart with Chart type = Gauge
3. Set a Time range; carts are counted by when they started

Compare groups on one chart

1. Set Scope to All groups
2. Set Widget type to Chart and Chart type to Bar
3. Turn on Split by group. The Field list switches to the source's numeric fields
4. Pick the field and metric, for example Total with Sum on Transactions, or Occupancy on Bookings
5. The chart draws one bar per group, sorted, with a Group average badge and a marker at the average of the groups shown

Add a section

1. Click Add widget and set Widget type to Section
2. Enter the Widget title (the heading) and an optional Widget label (the caption)
3. Click Create. The section lands full width at the bottom; drag it above the widgets it introduces

Sections carry a highlight color and have Configure, Duplicate widget, and Delete widget in their menu like any widget.

Configure a custom field widget

Custom fields turn customer answers into a chart or single-number statistic. The first common use case is channel attribution: for example, breaking down customer responses to "How did you hear about us?" into Google, Facebook/Instagram, Friend/Family, etc.

1. Set Widget type to Chart (bar or pie) or Statistic
2. Pick Data source = Custom fields
3. The Custom field dropdown loads with every dropdown and checkbox question from your booking sites, deduplicated by label. A spinner appears while it loads
4. Pick the question you want to visualize
5. Configure the Time range to scope responses to a window
6. Click Create

The chart shows the breakdown of answers across every version of the question; the statistic shows the total count of responses. Free-text questions aren't supported. Line charts are hidden because per-answer breakdowns only make sense as Bar or Pie. Checkbox answers render as Yes or No regardless of how the underlying record stored them.

Configure a resources (utilization) widget

Resources widgets surface how much of your paid staff, room, and equipment time is actually earning revenue. Pick a Gauge for a snapshot view, a Line to track utilization over time, or a Statistic for a single headline number.

1. Set Widget type to Chart or Statistic
2. Pick Data source = Resources
3. For a Chart, pick the Chart type:

• Gauge (Resources-exclusive): radial snapshot of staffed vs booked time, the idle gap, and a large utilization percentage in the middle. Toggle Group by staff member to render the gauge per resource instead of a single rollup
• Line: trend over time for the metric you choose (utilization %, booked hours, idle hours, or available hours)
• Bar and Pie are intentionally hidden, Resources fields are numeric, not categorical, so a bar/pie chart would have nothing to plot

1. For a Statistic, pick the metric (utilization %, total booked, total idle, or total available hours). Toggle Group by staff member to break the headline down per resource
2. Configure the Time range to scope the figures (last 7 / 30 days are the typical staffing review windows, or pick a custom range)
3. Click Create

Labels render as % for utilization and h for hour-based metrics. Pair the widget with the Resources report for the row-level detail behind the numbers.

Set a widget's time range

Under the Time range section of the widget configuration:

1. Toggle Show all records to ignore dates (statistic widgets and non-line charts only)
2. Toggle Show range option picker on dashboard to let viewers change this widget's time window from the live view
3. In Display records in range, pick one of the options in the Time range options reference above. Selecting Custom range reveals Start date and End date pickers

Filter a widget

When the widget's data source supports it, the Filtering options section appears in the modal. Configure each filter using the options documented in the Reference > Filtering options section above.

Arrange widgets

1. Drag any widget by its body to reposition. The grid has 12 columns and compacts vertically so there are no gaps
2. Resize by dragging the bottom-right corner
3. Your layout saves automatically

Change a widget's highlight color

1. Open the widget's three-dot menu
2. Pick one of five accent swatches at the top of the menu (pink, blue, orange, teal, rose)
3. The color appears as a thin bar across the top of the widget card

Edit, export, duplicate, or delete a widget

1. Open the widget's three-dot menu
2. Select Configure to reopen the widget config modal. Save with Update
3. Select Duplicate widget to drop an identical copy at the bottom of the dashboard. No prompt; every setting carries over from the original. Adjust the copy after it lands
4. Select Export data to download the widget's data. Choose CSV, JSON, or PNG (image). Click Export
5. Select Delete widget to remove the widget immediately

Tip: Toggle Allow data export on dashboard view in the widget config to let non-editor viewers export from the live view. Without it, export is editor-only.

Duplicate a dashboard

1. Open the three-dot menu on a dashboard (on the Dashboard settings list, or from the top right of the dashboard editor)
2. Select Duplicate dashboard
3. A full copy is created in the same group with " (copy)" appended to the name. Every widget and its layout carries over, along with the Accessible to everyone setting, the selected roles, and the selected users
4. If you duplicated from inside the editor, you land on the new copy ready to edit; from the list, the copy shows up as a new row

Copy a dashboard to other groups

1. Open the three-dot menu on a dashboard (list or editor)
2. Select Copy to other groups. The Copy dashboard to other groups drawer slides in
3. In the Target groups section, tick each location to copy into (or use Select all). The source group isn't listed: you can't copy a dashboard onto itself
4. Click Copy at the bottom. The button shows Copying... while the request runs
5. Each copy is created in the target group with every widget and its layout. The drawer closes when all copies are made

If you only have one company group, the drawer shows "There are no other groups to copy this dashboard into."

Group-specific filters are reset on the copies. Filters tied to a specific record in the source group, selected event, selected staff member, selected custom field, item / purchase filters, and the global filter bar's staff member default, don't exist in the target group, so they're cleared automatically. The copied widgets show unfiltered data until you set the equivalent filters in the new group. Dashboards copied to other groups are also created unpinned and owned by you.

Access settings carry over. Each copy keeps the source's Accessible to everyone setting and its selected roles. Selected users carry over only if they also belong to the target group; anyone else is left off, since they can't open that group's dashboards anyway. If none of the selected users belong to the target group and no roles are selected, a restricted copy is visible only to you until you add roles or users.

Open dashboard settings

1. In the dashboard editor, open the top-right three-dot menu and select Dashboard settings. The Dashboard settings drawer slides in with four collapsible sections
2. Change any of the sections described below
3. Click Save at the bottom. Only the sections you changed are stored; the drawer closes and the dashboard reloads

Set up the global filter bar

1. Open Dashboard settings and expand Global filter bar
2. Turn on Show a global filter bar on this dashboard
3. Under Filters to show, click the tiles to turn filters on or off. Hover a tile to read what it does
4. Under Default values, the same filter bar viewers will see is shown. Set the values you want every viewer to start with and click Apply in that bar to stage them
5. Click Save

Tip: Leave a filter without a default when you want it available but inactive. Viewers see the chip and can fill it in; until they do, widgets behave as built.

Configure access and permissions

1. Open Dashboard settings and expand Access and permissions
2. Toggle Accessible to everyone to grant access to anyone with global dashboard permissions
3. If off, open Viewers (read only) and pick roles from the Roles group, users from the Users group, or both. Type in the field to search the list
4. Do the same in Editors for the roles and users who can modify the dashboard. A selected role shows as a chip with "(role)" after its name
5. Click Save

A selected role covers everyone who has it, including people given that role later. When someone joins, changes role, or leaves, their dashboard access follows their role, with no dashboard to edit.

Tip: A role also needs View dashboards turned on in Settings > User management, Roles tab before its members can open any dashboard, and Update dashboards before they can edit one. Selecting the role as a Viewer or Editor decides which dashboards they see.

Turn on automatic refresh

1. Open Dashboard settings and expand Automatic refresh
2. Turn on Refresh widgets automatically
3. Choose a Refresh interval: 5 min, 10 min, 15 min, 30 min, or 1 hour
4. Click Save. While the dashboard is open, every widget reloads its data on that interval. Global filter values and any per-widget period you picked are kept between refreshes, and refreshing pauses while the browser tab is in the background

Pin a dashboard

1. Open Dashboard settings from the live view
2. Open the three-dot menu on the dashboard you want as your default
3. Select Pin dashboard
4. The dashboard is marked with a pin icon and opens in the live view whenever you click Dashboards in the sidebar. Any previously-pinned dashboard is unpinned automatically

Rename or delete a dashboard

1. In the dashboard editor, open the top-right three-dot menu
2. Select Dashboard settings, expand Name and description, update the Name or Description, then click Save
3. Or select Delete dashboard to permanently remove the dashboard and all of its widgets. You can also delete from the three-dot menu on the Dashboard settings list

Good to know

• The global filter bar overrides widgets only where it has a value. Empty chips change nothing. Widgets set to Show all records ignore the global date, and a widget whose data source lacks a dimension (for example payment method on a bookings widget) skips that filter and shows a grey alert icon next to its title.
• Global filter values are per session. Viewers' changes are not saved; reopening the dashboard returns to the defaults set in Dashboard settings.
• Automatic refresh cannot run faster than every 5 minutes. Dashboards saved earlier with a shorter interval refresh every 5 minutes.
• Templates create independent copies. Editing, adding, or deleting widgets on a dashboard created from a template never changes the template or other dashboards created from it.
• The Executive overview template only appears for companies with more than one group, because its widgets aggregate every group.
• All groups widgets always need a time range. They are offered on Bookings, Transactions, Customers, Payments, Purchases, Carts, and Emails, as line, bar, pie, gauge, heatmap, and funnel charts or single-number statistics, and never with event, staff member, custom field, item, or breakdown filters.
• Money widgets only combine one currency. In All groups scope, groups with a different currency are disabled in the picker. A template limits such widgets to the groups sharing your default group's currency and marks them with an alert icon next to the title.
• Conversion rate counts booking page visits. A cart is created the moment someone opens a booking page, so the rate is visit-to-booking conversion and reads low by design. Use it as a trend, not a target.
• Group average is the average of the bars shown, each group counted once. It is the average of the groups in the widget's selection, not a figure across other companies.
• Sections have no data and no time range. They are headings for organizing a dashboard by topic.
• On phones the dashboard stacks into one column (two on tablets). Drag and resize are turned off there, and nothing about the saved layout changes.
• Clicking Dashboards in the sidebar opens the live view, not the list. Use Dashboard settings in the top right to reach the list and manage dashboards.
• Pinning is exclusive. Only one dashboard can be pinned per user at any time. Pinning a different one replaces the previous pin.
• Activity stream widgets always show the latest records, regardless of time range settings.
• Show breakdown by event and Show breakdown by staff member only appear for statistic widgets. Chart widgets can filter to a single event or staff member, but not break down across them.
• The Purchase type filter section only appears when the data source is Purchases. Use it to scope revenue widgets to a subset of your catalog.
• The Payment method filter section only appears when the data source is Payments. Use it to exclude gift card redemptions from "sales in a period" widgets: otherwise gift cards get counted twice (once when sold under Purchases, again when redeemed under Payments) and inflate the total.
• Existing Payments widgets are unaffected until you edit them. They keep counting every payment method. Open the widget config and turn off Include all payment methods when you're ready to opt in to filtering.
• Custom fields data source covers dropdown and checkbox questions only. Free-text questions aren't currently supported: the picker simply hides them. If a question doesn't show up, check that it's a dropdown or checkbox type in Custom fields.
• The Custom field picker deduplicates by label. The same question often exists as several separate records (one per booking site). The widget rolls them up so the same label only appears once in the picker, and the chart aggregates responses across every version.
• Custom field widget totals can exceed the Custom fields Report. The report reflects one version of the question; the widget combines every version. The widget is the more complete view for "how did customers actually respond across all our booking sites."
• Checkbox answers display as Yes / No in the widget, even though the underlying records store them differently depending on whether the answer came from your booking site or a point-of-sale device. No configuration needed.
• Line charts are hidden when source is Custom fields. Per-answer breakdowns only make sense as Bar or Pie. The Chart type picker only offers those two for this source.
• Comparing two different questions in one chart isn't supported today. It would be misleading on a pie chart in particular. A "field engagement" view that aggregates response counts across questions may come later.
• Period comparison covers line charts, bar charts, and single-number statistic widgets. Pie charts, gauges, activity streams, and statistics broken down by event or staff member don't offer the Compare dropdown.
• Last 24 hours can't be compared. It is a rolling window that spans two partial days, and comparison periods are whole calendar days, so the numbers would not line up fairly. Use Today or Yesterday for exact day-over-day comparisons.
• Comparison periods from before your data began show as zero. Comparing ten years back on a two-year-old location simply draws empty lines for the years with no records.
• Under heavy load a widget may return fewer comparison periods than requested rather than fail entirely. Reloading the widget usually fills in the rest.
• The last point of a grouped line chart can cover fewer days. A quarter grouped weekly ends with a point covering the leftover days, and a Year to date chart grouped monthly ends with the partial current month. A lower final point usually means a partial period, not a drop in business.
• Grouped averages include quiet days as zeros. A weekly point on an average-type metric averages all seven daily values, including days with no activity, so it reads lower than an average across only the busy days.
• Late-evening activity counts on your local day. Daily figures near midnight follow your group's local timezone, so a sale at 11 pm belongs to that day, not the next.
• Metric types depend on field data type. Count works on any field. Sum, Average, Highest value, and Lowest value need numeric or currency fields.
• Fullscreen mode on the live view is designed for venue-floor displays. Pair with your existing pinned dashboard so it's what viewers see.
• Deleting a widget or dashboard is permanent. Consider renaming or duplicating before a destructive change.
• Duplicate widget is the fastest way to build comparison views. When you need ten widgets that differ only in event or staff member, build one carefully, duplicate it nine times, and adjust each copy. Faster and less error-prone than configuring each from scratch.
• Copy to other groups is the multi-location rollout tool. Build a dashboard for one venue, copy it to the rest in one action, then adjust group-specific filters in each. Reduces ten manual rebuilds to ten quick filter tweaks.
• Copies of dashboards across groups start unpinned. You own each copy. The Accessible to everyone setting and the selected roles carry over, and selected users carry over when they also belong to the target group.
• Roles keep access current. Restricting dashboards by role instead of by name means a new hire, promotion, or departure needs no dashboard edits: changing someone's role in user management changes what they can open.
• You always keep access to dashboards you created, even if you leave yourself out of Viewers and Editors.
• Each group's default dashboard follows its access settings too. When you restrict it, only the selected roles and users can open it, plus anyone with the Admin or Manager role or the Update dashboards permission, so it can never be locked away from everyone.
• When nothing is shared with someone, the dashboard page shows "No dashboards are shared with you" instead of a dashboard. People who can manage dashboards also see a Manage dashboards button.
• Group-specific filters are reset on cross-group copies, game, staff member, custom field, item / purchase filters. Those choices belong to one group and don't exist in another, so the widgets start unfiltered. Within the same group (Duplicate dashboard / Duplicate widget), every setting carries over exactly, including those filters.
• Activity log records each action in detail. Duplicating a dashboard captures the new name (" (copy)"); copying to other groups captures which target groups received it and how many widgets shipped with each copy.
• The Gauge chart type is exclusive to the Resources data source. It's hidden on every other source because the radial format is purpose-built for the utilization story (booked vs. staffed time, idle gap, headline %). Picking another source removes Gauge from the chart-type list automatically.
• Bar and Pie are hidden when the source is Resources. Resources fields are numeric (hours, percentages), not categorical, so a bar or pie chart wouldn't have a meaningful axis. Use Gauge for the snapshot and Line for the trend.
• Resources widgets use the same math as the Resources report. Available hours = staffed window × days in range; Booked hours = confirmed + completed booking time, buffers included; Utilization = booked ÷ available (summed before dividing so resources are weighted fairly). Pair the widget with the report for the row-level detail.
• Multi-capacity resources can show above 100% on the Resources widget. A room with capacity 4 holding 6 concurrent bookings is doing more than its calendar time. Staff (capacity 1) can never exceed 100%. This matches the report behavior and is expected, not a bug.
• Template filters only see emails sent from an email template. Simple emails such as booking confirmations and reminders are not sent from an email template, so they are not counted while an email template or template type filter is active. With neither filter set, email widgets count every email as before.

FAQ

Q: How do I let front-desk staff see only one dashboard while managers see everything?

A: Give front-desk staff their own role with View dashboards on, and add that role as a Viewer on the one dashboard they should see (or leave it Accessible to everyone). On every other dashboard, turn Accessible to everyone off and add the Admin and Manager roles (or your own managers' role) as Viewers or Editors. New staff get the right access as soon as they're given the role.

Q: Why isn't the Event host role in the Roles list?

A: The built-in roles in the list are Admin and Manager, plus every custom role you've created. Built-in roles without dashboard permissions can't open dashboards at all, so they aren't offered. Use a custom role with View dashboards on instead.

Q: How do I see every location's numbers on one dashboard?

A: Create a dashboard from the Executive overview template, or set a widget's Scope to All groups. Narrow it with the Groups field or Select by location if you want a region rather than the whole company.

Q: Why is my revenue widget limited to some groups?

A: Your groups use more than one currency, and money widgets only combine groups that share one. The alert icon next to the widget title says how many groups it covers. Open Configure to pick a different set; groups in another currency stay disabled.

Q: Why is the conversion rate so low?

A: Conversion is measured from the first booking page visit, not from the checkout. Every visit starts a cart, so a rate in the single or low double digits is normal. The Booking funnel shows where visits drop off along the way.

Q: Can I change a dashboard I created from a template?

A: Yes. It is a regular dashboard: configure, move, duplicate, or delete any widget, add sections, and rename it. The template stays as it was for the next dashboard.

Q: Why does clicking Dashboards in the sidebar skip my dashboard list?

A: It opens your pinned dashboard in the live view, which is what customers and screens see. Click Dashboard settings in the top right to reach the list of all dashboards.

Q: Can I pin more than one dashboard?

A: No. Only one dashboard can be pinned at a time. Pinning a different one replaces the previous pin.

Q: What's the difference between a chart and a statistic widget?

A: A chart widget plots data over time or across categories. A statistic widget shows a single aggregate number (count, sum, average, highest, or lowest) for the selected time range, optionally broken down by event or staff member.

Q: How do I display a dashboard on a TV in my venue?

A: Pin the dashboard you want shown, then open the live view and click the fullscreen icon in the top right. The display stays current as widget data reloads.

Q: Can viewers change a widget's time range without opening the editor?

A: Yes, if the editor enabled Show range option picker on dashboard for that widget. The Showing results for dropdown appears above the widget on the live view.

Q: Why does my Year to date line chart show monthly points instead of daily ones?

A: Line charts group points to fit the range, and Year to date is long enough to group by month. Set Group by to Daily on the live view for a one-off daily look, or set the widget's Default grouping to Daily to make that permanent.

Q: How do I compare this month's revenue to the same month last year?

A: On a line chart, bar chart, or single-number statistic widget with the range picker enabled, set Showing results for to This month, set Compare to Same period previous years, and leave Periods at 2. Charts overlay the two months with a year-labeled legend; a statistic shows the percent change with an up or down arrow. Raise Periods to see more years, up to 10.

Q: Why doesn't my widget show the Compare dropdown?

A: Compare appears only on line charts, bar charts, and single-number statistic widgets that have Show range option picker on dashboard enabled and are not set to Last 24 hours or Show all records. Pie charts, gauges, activity streams, and statistics broken down by event or staff member don't support it. The widget's editor can also hide it with the Show compare option on dashboard toggle in the widget configuration.

Q: If I set a comparison, do my teammates see it too?

A: No. The comparison lasts for your session only, like the Showing results for dropdown. The widget's saved configuration and everyone else's view are unchanged.

Q: Can I share a dashboard with only certain teammates?

A: Yes. Open Dashboard settings, expand Access and permissions, turn off Accessible to everyone, then select Viewers (read only) and Editors (full control).

Q: How do I export data from a widget?

A: Open the widget's three-dot menu and select Export data. Choose CSV, JSON, or PNG. Non-editor viewers only see export if the editor toggled Allow data export on dashboard view on that widget.

Q: How do I see how many 2-player, 3-player and 4-player bookings I get?

A: Add a Chart widget, set Chart type to Bar or Pie, Data source to Bookings, Field to Group size, and Measurement to Count, then choose a time range. Each column is one party size, counted by event date. Switch the measurement to Amount paid to see revenue per party size instead. The same widget is in the Templates list on the Add widget drawer as Group sizes, and dashboards created from the Event insights template include it.

Q: Which metric types work with which fields?

A: Count works with any field. Sum, Average, Highest value, and Lowest value need numeric or currency fields like Price, Total, Revenue, Number of interactions, or Group size.

Q: My sales widget is showing more than I actually collected. What's wrong?

A: Almost always gift card double-counting. The widget is built on the Payments data source and is counting both the original gift card purchase and its later redemption against a booking, so a $100 gift card sold and then spent looks like $200 of revenue. Open the widget config, scroll to Filtering options, turn off Include all payment methods, and pick only the methods money actually comes in through (Card, Cash, POS, Bank transfer, Customer credit) while leaving Gift card out. The widget then shows the true sales for the period.

Q: How do I check the bookings my marketing agency reports for a campaign?

A: Add a Pie chart on Transactions (or Bookings for booked slots), pick Traffic attribution as the field and Source, medium and campaign as the breakdown level, and set the time range to the campaign period. Each slice is one campaign path, for example "Facebook / cpc / spring sale". To focus on one network, add the Traffic attribution global filter to the dashboard and pick that source; every attribution widget then shows only that source's mediums and campaigns. The values come from the UTM parameters on the links the agency used, so they match what the agency tagged, not what the ad platform reports.

Q: Can I have one widget that includes gift cards and another that excludes them on the same dashboard?

A: Yes. The payment method filter is per widget, so build two Payments widgets with different selections, one with Include all payment methods on, one with it off and Gift card unticked, and place them side by side.

Q: Where else are gift cards counted?

A: The Purchases data source counts the original gift card purchase (under purchase type Gift cards); the Payments data source counts both the purchase payment and the redemption payment. For an accurate "money collected this period" widget, build it on Payments and exclude Gift card from the payment method filter.

Q: How do I show how customers answered "How did you hear about us?" on a dashboard?

A: Edit a dashboard, click Add widget, set the Widget type to Chart (bar or pie) or Statistic, pick Data source = Custom fields, and choose "How did you hear about us?" from the Custom field dropdown. Apply a time range to scope it (last 30 days, last quarter, etc.) and save. The chart shows the breakdown of answers across every booking site; the statistic shows the total count of responses.

Q: My Custom fields widget shows more answers than the Custom fields report. Which is right?

A: Both are right; they're counting different things. The Custom fields report shows responses for one version of the question, the specific custom_field record you picked. The Custom fields widget rolls every version of the question (across every booking site) up by label and shows the combined responses. For "how did customers actually respond across our whole business," the widget is more complete.

Q: A free-text question doesn't appear in the Custom field picker. Why?

A: Only dropdown and checkbox questions are supported today. Free-text answers don't have a fixed set of buckets to chart, so they're hidden. To get a free-text view, run the Custom fields report and read the responses directly.

Q: Why can't I pick Line chart when the source is Custom fields?

A: Custom field widgets break responses down by answer, not over time. A line chart wouldn't have a meaningful x-axis. Use Bar or Pie instead: both make the per-answer split clear at a glance.

Q: My Custom field question is a checkbox. Will the chart say "true / false," "0 / 1," or "Yes / No"?

A: Yes / No, regardless of how the underlying data is stored. The widget normalizes both booking-site and point-of-sale checkbox responses into the same Yes / No labels so the chart reads cleanly.

Q: How do I build ten near-identical widgets without rebuilding them by hand?

A: Build the first one carefully, then open its three-dot menu and pick Duplicate widget. An identical copy lands at the bottom of the dashboard with every setting preserved. Adjust whatever needs to differ, event, staff member, time range, and repeat. Much faster than configuring each widget from scratch and less prone to off-by-one mistakes.

Q: I built a great dashboard for one location. How do I roll it out to my other venues?

A: Open its three-dot menu (from either the Dashboards list or the editor) and pick Copy to other groups. The drawer lists every other company group; tick the ones you want (or use Select all), click Copy, and the dashboard plus every widget lands in each. Group-specific filters (selected event, staff, custom field, item / purchase filters, and the global filter bar's staff member default) are reset on each copy because those records don't exist in the target group, set the equivalents in each new group and the dashboard is live. Copies are unpinned and the source's viewer / editor permissions don't transfer; you'll need to set those separately in each new group.

Q: Will Duplicate dashboard within the same group reset any filters?

A: No. Within the same group, Duplicate dashboard carries over every setting exactly, including game / staff / custom-field / purchase filters, because those records exist in the same group as the original. Only Copy to other groups clears those filters, and only because the records they reference don't exist in the target group.

Q: I copied a dashboard to other groups but it's not showing up as my pinned view there. Why?

A: Copies to other groups are always created unpinned, so the customer doesn't end up with a surprise pinned dashboard they didn't pick. Open Dashboard settings in the target group, find the new copy, and Pin dashboard it if you want it as the default view in that group.

Q: Will sharing settings travel with a copy?

A: Only the "accessible to everyone" toggle. The specific viewer and editor selections don't transfer, each copy is owned by you and starts with just the source's "accessible to everyone" setting. Re-configure access in each copy if you need specific viewers or editors.

Q: How do I show resource utilization on a dashboard?

A: Add a Chart widget with Data source = Resources and Chart type = Gauge for a radial snapshot of staffed vs. booked time with a headline utilization %. Toggle Group by staff member to render the gauge per resource. Use Line instead if you want utilization tracked over time. For a single big number on a TV display, use a Statistic widget with Data source = Resources and pick Utilization % (or hours-based metric) as the metric.

Q: Why can't I pick Bar or Pie when the source is Resources?

A: Resources fields are numeric (utilization %, hours), not categorical. Bar and pie charts need a category axis to plot, which Resources doesn't have. Use Gauge for the snapshot view or Line for the trend.

Q: My Resources widget shows above 100%. Is that wrong?

A: No, expected on multi-capacity resources. A room with capacity 4 holding 6 concurrent bookings is doing more than its calendar time, so it shows above 100%. Staff (capacity 1) can never exceed 100%. Pair with the Resources report to see the row-level math.

Q: Can viewers save their own global filter choices?

A: Not in this version. Each viewer's changes last for the session; the defaults in Dashboard settings are what everyone starts from, and Reset to dashboard defaults returns to them.

Q: I filtered by an event but one widget did not change. Why?

A: That widget's data source has no event dimension (for example Transactions or Payments). Hover the grey alert icon next to its title to see which filters were skipped. The description line reads Global filters partly applied on those widgets.

Q: What is the difference between Event by name and Event at location?

A: Event by name matches every event with that name across all your locations, so the same event running in three venues counts as one. Event at location picks a specific event in a specific group, so you can compare the same event between venues.

Q: My Gauge widget shows one big number. Can I break it down per staff member?

A: Yes. Toggle Group by staff member in the widget config. The gauge renders one radial per resource instead of a single rollup. The same toggle works on the Statistic widget.

Q: Why did my email numbers drop when I filtered by a template?

A: Only emails sent from an email template carry a template. Simple emails (booking confirmations, reminders, follow-ups, and similar) are excluded while a template or template type filter is active. Turn both filters back to include all to count them again.

Q: Why doesn't Payments collected divided by Bookings match Average order value?

A: The three tiles count different things on different dates. Average order value is the average total of each transaction placed in the period, and one transaction can hold one booking, several, or none at all (a gift card or merchandise purchase). Payments collected is money received in the period, counted on the day each payment was made, so deposits and balance payments on earlier bookings land here. Bookings counts slots played in the period by event date. For money per booking, use the Average booking price tile from the Event insights template, which averages each slot's price instead of each transaction's total.

Q: Do cancelled transactions count toward revenue widgets?

A: Not by default. Widgets built on the Transactions data source leave cancelled transactions out of totals, averages and counts. A cancelled transaction can still carry a value when bookings, items or gift cards were kept on it at cancel time; to count those, open the widget and turn on Include cancelled transactions under Filtering options.