Dashboards are live, shareable views of your business data. You build them by adding widgets: charts, activity streams, or single-number statistics. Each widget pulls from a data source like bookings, transactions, events, customers, or payments, and you can filter by event, staff member, or purchase type.
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 three types:
- Chart, a line, bar, or pie chart 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
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
| Widget type | Used for | Sub-type or input |
|---|---|---|
| Chart | Trends and comparisons over time or category | Chart type: Line, Bar, or Pie |
| Activity stream | Live feed of the most recent events of one kind | Activity source and Number of events to show (1-100) |
| Statistic | Single aggregate number with optional breakdowns | Metric type (see below) |
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).
| Source | Available fields |
|---|---|
| Bookings | Booking id, Group size, Price, Status, Event name, Follow-up email sent, Reminder email sent |
| Transactions | Transaction id, Subtotal, Total, Fee, Tax, Discount, Paid, Due, Refunded, Tips, Status |
| Events | Event id, Event name, Team experience level, Completed, Corporate booking, Event host, Number of interactions, Number of breakages, Total time, Remaining time, Extra time spent |
| Gift cards | Gift card id, Gift card type, Purchase value, Purchase price, Remaining, Spent |
| Inventory | Item id, Item name, Quantity purchased, Price, Amount paid |
| Promo codes | Promo code id, Promo code name, Amount applied |
| Checklists | Checklist id, Checklist name, Event host, Event name |
| Surveys | Survey id, Survey name |
| Photos | Photo id, Event host |
| Customers | Customer id, Birthday, Age, City, State, Opted out of emails, Opted out of photo sharing |
| Waivers | Waiver id, Event name, Birthday, Age, City, State, Player experience, How did you hear about us?, Customer not participating, Opted out of emails, Opted out of photo sharing |
| Users | User id, Birthday, Active |
| Payments | Payment id, Payment type, Amount paid, Amount refunded, Status |
| Tips | Tip id, Tip amount, Tip recipient |
| Purchases | Purchase item id, Purchase type, Revenue, Subtotal, Tax, Fee, Discount |
Metric types (statistic widgets)
| Metric type | What it returns |
|---|---|
| Count | How many records match the selected source, field, time range, and filters |
| Sum | Total of the selected numeric or currency field |
| Highest value | The largest value of the selected field |
| Lowest value | The smallest value of the selected field |
| Average | Mean value of the selected numeric or currency field |
Activity sources (activity stream widgets)
| Source | What it shows |
|---|---|
| Event log | Recent event-tracker activity across all events |
| Booking activity log | Recent booking creations, status changes, and updates |
| Transaction activity log | Recent transaction activity (payments, refunds, adjustments) |
| Customer email events | Recent customer-facing email activity (sent, delivered, opened, clicked, bounced) |
Time range options
Time range controls which records a widget considers.
| Group | Options |
|---|---|
| Rolling windows | Today, Last 24 hours, Last 7 days, Last 30 days, Last 365 days |
| Completed period | Last week, Last month, Last quarter, Last year |
| Current period | This week, This month, This quarter, This year |
| Period-to-date | Month to date, Quarter to date, Year to date |
| Custom | Custom range, with Start date and End date pickers |
Two 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
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
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
| Option | Description |
|---|---|
| Grid | 6 columns, vertical compaction, drag to reposition, drag the bottom-right corner to resize |
| Highlight color | Five accent colors per widget: pink, blue, orange, teal, rose |
| Export formats | CSV, JSON, PNG (image of the widget) |
Access and permissions
| Setting | Description |
|---|---|
| Accessible to everyone | Anyone with global dashboard permission can view and edit |
| Viewers | Specific users who can view but not edit |
| Editors | Specific users who can view and edit |
| Pin | Marks this dashboard as the default in the live view. One pinned dashboard per user; pinning a new one replaces the previous pin |
Step-by-step guide
View a dashboard
- Open Reporting and analytics > Dashboards from the sidebar
- Your pinned dashboard loads in the live view
- Click the refresh icon in the top right to reload all widget data
- Click the fullscreen icon to expand the dashboard (ideal for venue-floor displays); click again to exit
- If you have more than one dashboard, click More dashboards to switch to another one
- 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
Manage your dashboards
- From the live view, click Dashboard settings in the top right
- The settings page lists every dashboard with its name, creator, and creation date. Your pinned dashboard shows a pin icon
- Open the three-dot menu on any row for Pin dashboard, Go to dashboard, Edit dashboard, or Delete dashboard
- Only one dashboard can be pinned. Pin dashboard replaces the current pin
- Go to dashboard opens the live view in a new tab
Create a dashboard
- Open Reporting and analytics > Dashboards
- Click Dashboard settings in the top right
- Click Create dashboard
- Enter a Name and optional Description
- Click Save. You land in the dashboard editor, ready to add widgets
Add a widget
- In the dashboard editor, click Add widget
- Enter an optional Widget title and Widget label. These show above the data on the dashboard
- Under Widget configuration, choose a Widget type: chart, activity stream, or statistic
- Configure the type-specific settings (see the next three sections)
- Configure Time range, Display options, and any filters that apply
- Click Create
Configure a chart widget
- Set Widget type to Chart
- Pick a Chart type: Line, Bar, or Pie
- Pick a Data source (see the reference table)
- Pick a Measurement when the source offers choices
- Pick a Field to plot
- Configure the Time range
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
- Set Widget type to Activity stream
- Pick an Activity source: Event log, Booking activity log, Transaction activity log, or Customer email events
- Set Number of events to show (1 to 100)
Activity streams always show the most recent records. Time range controls do not apply.
Configure a statistic widget
- Set Widget type to Statistic
- Pick a Data source
- Pick a Measurement (when offered)
- Pick a Field
- Pick a Metric type: Count, Sum, Highest value, Lowest value, or Average
- Configure the Time range
- Optionally add filters by event, staff member, or purchase type
Set a widget's time range
Under the Time range section of the widget configuration:
- Toggle Show all records to ignore dates (statistic widgets and non-line charts only)
- Toggle Show range option picker on dashboard to let viewers change this widget's time window from the live view
- 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
- Drag any widget by its body to reposition. The grid has 6 columns and compacts vertically so there are no gaps
- Resize by dragging the bottom-right corner
- Your layout saves automatically
Change a widget's highlight color
- Open the widget's three-dot menu
- Pick one of five accent swatches at the top of the menu (pink, blue, orange, teal, rose)
- The color appears as a thin bar across the top of the widget card
Edit, export, or delete a widget
- Open the widget's three-dot menu
- Select Configure to reopen the widget config modal. Save with Update
- Select Export data to download the widget's data. Choose CSV, JSON, or PNG (image). Click Export
- 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.
Configure access and permissions
- In the dashboard editor, open the top-right three-dot menu and select Configure access and permissions
- Toggle Accessible to everyone to grant access to anyone with global dashboard permissions
- If off, select specific Viewers (read only) and Editors (can modify the dashboard)
- Click Save
Pin a dashboard
- Open Dashboard settings from the live view
- Open the three-dot menu on the dashboard you want as your default
- Select Pin dashboard
- 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
- In the dashboard editor, open the top-right three-dot menu
- Select Rename to update the Name or Description, then click Save
- 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
- 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.
- 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.
FAQ
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: Can I share a dashboard with only certain teammates?
A: Yes. Open Configure access and permissions and 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: 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.