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Daily Dashboard Walkthrough

Orient yourself to your salon's performance at a glance every time you log in.

Overview

The dashboard is the first page you see after logging in. It pulls together real-time data from across the system -- appointments, revenue, client activity, staff performance, and customer feedback -- so you can understand what is happening right now without digging through individual reports. Use it at the start of each day, and revisit it throughout the day to stay on top of activity.

Prerequisites

1

Log in and land on the dashboard

Navigate to the application and log in. The system redirects you to / (the dashboard) automatically.

What you'll see: A welcome message -- "Welcome back, [First Name]!" -- followed by the main dashboard grid. If data is still loading, you will see a spinner in the center of the page. If any section fails to load, a "Retry" button appears so you can reload without refreshing the whole page.

Dashboard top section showing welcome message, metric cards, and quick actions
The dashboard after login: welcome message, top-level metrics, and Quick Actions
2

Review the top-level metrics

The first section below the welcome message is the Metrics Widget -- a row of four stat cards.

Card What it shows
Total Revenue Cumulative revenue for the current period, with a percentage change indicator (green arrow = growth, red arrow = decline)
Total Appointments Total appointment count for the period, with a growth percentage
Active Clients Number of currently active clients, with a growth percentage
Average Rating Salon's average review score out of 5, with a change indicator

Each card shows the current value in large text plus a small percentage trend arrow. A green upward arrow means the metric is improving; a red downward arrow means it has declined.

3

Use Quick Actions for common tasks

Below the metrics is the Quick Actions panel. It contains four shortcut buttons:

Click any of these to jump directly to that workflow without using the sidebar navigation.

4

Check the Waitlist and Recent Activity

The next row is a two-column grid:

5

Read the Customer Feedback summary

The Customer Feedback widget shows aggregated feedback data:

Dashboard lower section showing feedback, top services, and appointments by hour
Scrolling down: Customer Feedback, Top Services, and Appointments by Hour widgets
6

Review Top Services and Appointments by Hour

The next grid shows two analytical panels side by side:

7

Review advanced analytics widgets (Admin/Manager)

If your role is Admin or Manager, additional widgets are available on the analytics dashboard at /dashboard (or the AnalyticsDashboard view):

ROVI Metrics Card -- Tracks five provider-level performance dimensions:

An Overall ROVI Score is calculated and shown with a performance rating (Excellent / Good / Fair / Needs Improvement). You can switch the timeframe (Week / Month / Quarter / Year) using the dropdown at the top of the card.

Salon Health Overview -- A composite health score made of four weighted components:

Component Weight
Financial Health 30%
Operational Health 25%
Customer Satisfaction 25%
Staff Performance 20%

The overall score is displayed as a large number with a status label (Excellent / Very Good / Good / Fair / Needs Improvement / Poor / Critical). Progress bars for each component are shown below the score. You can expand a "View Details" section for a breakdown of sub-metrics and their statuses. Active alerts (warnings, info notices) appear with a dismiss button so you can clear them once addressed.

Leaderboard Widget -- Ranks providers across four categories:

Use the "Category" and "Timeframe" dropdowns to switch views. The top three positions are highlighted with gold, silver, and bronze styling. Click on any entry to view that provider's detail page. If you are a provider yourself, your rank is shown at the bottom of the list if you are not in the top five.

Achievement Notifications -- Shows recent achievement unlocks for staff members (e.g., "First 100 clients served"). Achievements are calculated nightly at 2:00 AM by the scheduler.

Tips & Best Practices

Tip: Start each morning by checking the four top metric cards for overnight changes.
Tip: Use the "Retry" button rather than refreshing the whole page if one widget fails to load -- only that widget's data will be re-fetched.
Tip: The Health Score data may show a "Data may be outdated" warning if it has not been recalculated in over an hour -- click the refresh icon on the widget to trigger an update.
Tip: The Leaderboard updates every 10 minutes; a spinning icon appears on the widget header when data is stale.
Tip: Quick Actions are the fastest way to start a new appointment or add a client -- use them instead of navigating through the sidebar.

Common Issues

Issue Solution
Dashboard shows a spinner and never loads Check your internet connection, then click the "Retry" button that appears after the timeout
NPS Status shows "N/A" No feedback has been collected yet; encourage clients to leave reviews after appointments
Health Score shows "Data may be outdated" Click the refresh icon on the Salon Health Overview widget to trigger a recalculation
Leaderboard shows "No leaderboard data available" No provider performance data exists for the selected timeframe; try switching to "This Month"
Achievement Notifications are empty Achievements are processed at 2:00 AM daily; check back after the next overnight run

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