Dashboard Cards List
- 19 Sep 2023
- 4 Minutes to read
Dashboard Cards List
- Updated on 19 Sep 2023
- 4 Minutes to read
Article Summary
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Sensors
You can build dashboards using data from integrated sensors or your own sensors.
You can combine multiple sensors within a single card.
Operations
| Card | Description |
|---|---|
| Booked hours (today and 7-day history) | Total booking time for the day and up to 7 days prior in hours. |
| Bookings (Anonymous) | Number of confirmed bookings that aren't assigned to any customer for the current day. |
| Bookings (Made by contacts) | Number of confirmed bookings made by contacts for the current day. |
| Bookings (Made by members) | Number of confirmed bookings made by members for the current day. |
| Bookings (Tentative) | Number of tentative bookings for the current day. |
| Bookings (today and 7-day history) | Total number of bookings per day over the last 7 days, including the current day. |
| Bookings customers (today and 7-day history) | Total number of customers who booked every day over the last 7 days, including the current day. |
| Check-ins (today and 7-day history) | Number of check-ins recorded per day over the last 7 days, including the current day. |
| Deliveries (Collected) | Number of deliveries collected in your location. |
| Deliveries (Pending collection) | Number of deliveries that haven't been collected by customers in your location. |
| Deliveries (today and 7-day history) | Number of deliveries recorded per day over the last 7 days, including the current day. |
| Deliveries (Unassigned) | Number of deliveries that you recorded but that haven't been assigned to customers in your location. |
| Help-desk messages (Closed) | Number of closed help-desk requests in your location. |
| Help-desk messages (Critical) | Number of help-desk requests flagged as critical in your location. |
| Help-desk messages (Open) | Number of open help-desk requests in your location. |
| Help-desk messages (today and 7-day history) | Total number of help-desk requests in your location per day over the last 7 days, including the current day. |
| Visitors (Arrived) | Number of visitors who were checked in to your location today, including visitors who already checked out. |
| Visitors (Expected today) | Number of visitors you expect in your location today. |
| Visitors (Expected tours) | Number of tours scheduled in your location today. |
| Visitors (Expected) | Total number of visitors you expect in your location today. |
| Visitors (On site) | Number of visitors who were checked and currently still in your location. |
| Visitors (Requested tours) | Number of visitors who requested a tour that day. |
| Visitors (today and 7-day history) | Number of visitors in your location per day over the last 7 days, including the current day. |
Billing
| Card | Description |
|---|---|
| Contracts (Active) | Total number of active contracts in your location. |
| Contracts (Cancelled) | Total number of contracts cancelled in your location. |
| Contracts (canceling) | Total number of active contracts scheduled to cancel at a future date in your location. |
| Contracts (Current) | Total number of active and canceling contracts in your location. |
| Contracts (Starting) | Number of contracts set up to start at a future date in your location. |
| Invoices (Credit notes) | Number of credit notes issued in your location. |
| Invoices (Drafts) | Number of draft invoices created in your location. |
| Invoices (Due) | Number of due invoices in your location. |
| Invoices (Not sent) | Number of issued invoices that weren't sent to customers via email in your location. |
| Invoices (Paid) | Number of paid invoices in your location. |
| Invoices (Refunded) | Number of refunded invoices in your location. |
| Invoices (Sent) | Number of invoices sent to customers via email in your location. |
| Invoices (Unpaid) | Number of unpaid invoices in your location. |
| Invoices (Voided) | Number of invoices voided in your location. |
CRM
| Card | Description |
|---|---|
| Documents (Out for signature) | Total number of documents currently awaiting customer signature. |
| Documents (Signed electronically) | Total number of documents signed by customers. |
| Documents (Signed manually) | Total number of documents marked as signed by an admin on the Admin Panel. |
| Opportunities (Assigned to me & in progress) | Number of opportunities in progress assigned to you. |
| Opportunities (Assigned to me & lost) | Number of lost opportunities assigned to you. |
| Opportunities (Assigned to me & won) | Number of won opportunities assigned to you. |
| Opportunities (In progress) | Total number of opportunities in progress in your location. |
| Opportunities (Lost) | Total number of opportunities lost in your location. |
| Opportunities (Won) | Total number of opportunities won in your location. |
| Proposals (Accepted proposals) | Total number of proposals accepted by customers in your location. |
| Proposals (Draft proposals) | Total number of proposals drafted but not sent to customers yet. |
| Proposals (Sent proposals) | Total number of proposals sent to but not accepted by customers yet. |
| Tasks (All due tasks) | Total number of due tasks in your location. |
| Tasks (All pending tasks) | Total number of pending tasks in your location. |
| Tasks (My due tasks) | Number of due tasks assigned to you. |
| Tasks (My pending tasks) | Number of pending tasks assigned to you. |
| Tasks (Not yet due tasks) | Total number of tasks that aren't due or pending in your location. |
| Tasks (today and 7-day history) | Number of tasks created, due, pending, or completed per day over the last 7 days, including the current day. |
Community
| Card | Description |
|---|---|
| Attendees (today and 7-day history) | Number of new event attendees per day over the last 7 days, including the current day. |
| Form answers (today and 7-day history) | Number of new form answers per day over the last 7 days, including the current day. |
| Subscribers (today and 7-day history) | Number of new newsletter subscribers per day over the last 7 days, including the current day. |
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