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Dashboard - How It Helps You
Dashboard - How It Helps You

Get insights into your business from the Dashboard

Trentenn avatar
Written by Trentenn
Updated over a week ago

BetterHQ dashboard provides you with a summary of your account to help you make better decisions for your business. The dashboard helps you keep track of your appointments, clients, and sales summary. 

You can view your account summary, all team members’ summary (location), and your business summary. 

You can see upcoming appointments on the appointment tiles and quickly access the client details of those appointments. 

The Dashboard gives you an overview of:

Client Summary
New Clients - New Clients for this week (Mon-Sun)
Clients - Number of total Active Clients
Recent Clients - Clients you've seen in the last 3 months

Today
New Clients - New clients today
Forecast Income - Forecast income for today
Payments Received - Payments you have accepted & reported today


Sales
Forecast Income - Forecast income for this week (Mon-Sun) based on appointments in your calendar/s
Payments Received - Payments you have accepted & reported this week (Mon-Sun)
Last Week - Payments you have accepted & reported last week (Mon-Sun)


Charting
You can view the charting of Sales by Month for the last 12 months.

Tip:
On the top right, you can use the search toolbar, to quickly search for a client or contact number for easy reference.

Shortcut + button (this button has been placed on the bottom left so you can always get to it quickly from anywhere!). Add a:

  • New Appointment

  • New client

  • Merchandise sale

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