Dashboard Overview

Your analytics dashboard is the command center for understanding how your business is performing. Get real-time insights into bookings, revenue, customer activity, and conversion rates all in one place.

Analytics Dashboard Layout

The analytics dashboard is organized into a clear, intuitive layout designed to surface your most important metrics at a glance. When you navigate to Analytics in the sidebar, you'll see:

• Summary Bar – A horizontal strip at the top showing your four key metrics: total bookings, total revenue, new customers, and conversion rate for the selected period
• Primary Chart Area – A large chart in the center displaying your chosen metric over time (defaults to revenue)
• Widget Grid – A collection of smaller cards below the main chart, each showing a specific data point or mini-chart
• Activity Feed – A sidebar column listing recent booking activity and notable events

The layout is fully responsive. On mobile devices, the widget grid stacks vertically, and the activity feed moves below the widgets.

Key Metrics Explained

The dashboard tracks four primary metrics that give you a comprehensive picture of your business health:

Total Bookings

The total number of bookings created during the selected period. This includes confirmed, pending, and completed bookings. Cancelled and no-show bookings are tracked separately so they don't inflate your numbers. You'll also see a percentage change compared to the previous period, indicated by a green (up) or red (down) arrow.

Total Revenue

The sum of all completed payments within the selected date range. Revenue is calculated from bookings that have been marked as paid or have received payment through your connected payment processor. Refunded amounts are subtracted from the total. Pending payments are shown separately as "expected revenue."

New Customers

The number of first-time customers who made a booking during the selected period. This metric helps you understand your customer acquisition rate. Returning customers are counted separately in the customer retention section.

Conversion Rate

If you use the SeroBook public booking page, this metric shows the percentage of visitors who completed a booking. It's calculated as: (completed bookings / unique page visitors) x 100. A healthy conversion rate typically ranges from 15% to 40%, depending on your industry.

Date Range Selector

The date range selector in the top-right corner of the dashboard lets you control which period your data reflects. You can choose from preset ranges or define a custom period:

• Today – Current day from midnight to now
• Yesterday – Previous full day
• Last 7 Days – Rolling week (default view)
• Last 30 Days – Rolling month
• This Month – From the 1st of the current month to now
• Last Month – Previous full calendar month
• This Quarter – Current business quarter
• This Year – From January 1st to now
• Custom Range – Pick any start and end date using the calendar picker

When you change the date range, all dashboard widgets update automatically. The comparison period (shown as the percentage change) defaults to the equivalent previous period. For example, selecting "Last 7 Days" compares to the 7 days before that.

Real-Time vs. Historical Data

SeroBook provides two data modes depending on the view you're looking at:

Real-Time Data

When viewing "Today" as your date range, the dashboard operates in real-time mode. Metrics update every 60 seconds automatically without needing to refresh the page. You'll see a small live indicator (green dot) in the top-right corner confirming real-time updates are active. New bookings, payments, and cancellations appear within a minute of occurring.

Historical Data

For any date range beyond today, data is aggregated and cached for fast loading. Historical reports are computed hourly, so there may be a slight delay (up to one hour) for data from the current day to appear in multi-day views. This approach ensures that even if you have thousands of bookings, the dashboard loads quickly.

Dashboard Widgets

The widget grid provides focused snapshots of different aspects of your business. Each widget can be clicked to expand into a full detailed view.

Revenue Trend

A line chart showing daily (or weekly/monthly) revenue over the selected period. Hover over any data point to see the exact figure. The comparison line shows the previous period in a lighter shade.

Bookings by Status

A donut chart breaking down bookings into their statuses: confirmed, completed, cancelled, and no-show. This helps you quickly identify if cancellation rates are trending higher.

Top Services

A ranked list of your most booked services for the selected period, showing both the count and the revenue each service generated. Useful for understanding which offerings drive your business.

Customer Breakdown

A split view showing new vs. returning customers. This widget also displays your customer retention rate as a percentage.

Busiest Times

A heatmap showing which days of the week and hours of the day receive the most bookings. This insight helps you optimize your availability and staffing.

Upcoming Schedule

A preview of the next 7 days of confirmed bookings, showing daily counts and any gaps in your schedule that could be filled.

Customizing Your Dashboard View

You can personalize the dashboard to prioritize the information that matters most to your business:

1. Click the Customize button (gear icon) in the top-right corner of the dashboard
2. A panel opens showing all available widgets
3. Toggle widgets on or off using the switches
4. Drag widgets to rearrange their order in the grid
5. Click Save Layout to apply your changes

Widget Size Options

Most widgets support two sizes:

• Standard – Takes up one column in the grid (default)
• Wide – Spans two columns for charts that benefit from more horizontal space

Filtering and Segmenting Data

Beyond the date range, you can apply filters to narrow down the data displayed across all widgets:

• Service – Filter by a specific service or service category
• Staff Member – View metrics for a particular team member
• Booking Source – Distinguish between manual bookings, online bookings, and API-created bookings
• Payment Status – Show only paid, unpaid, or partially paid bookings

Filters are applied by clicking the Filters button next to the date range selector. Multiple filters can be combined. Active filters are shown as tags below the selector, and can be removed individually by clicking the "x" on each tag.

Exporting Dashboard Data

You can export what you see on the dashboard for external reporting or record-keeping:

• Screenshot – Click Export > Download Image to save a PNG of the current dashboard view
• PDF Report – Generate a formatted PDF with all visible metrics and charts
• Raw Data – Export the underlying data as CSV or Excel for further analysis

For automated reporting, see the Exporting Analytics Data guide to set up scheduled exports.

Viewing Analytics on Mobile

The analytics dashboard is fully accessible from mobile browsers and adapts to smaller screens:

• Summary metrics stack vertically, showing two per row
• Charts resize and support touch-based interactions (tap to see data points, pinch to zoom)
• Widgets collapse into an accordion for easier scrolling
• The date range selector uses a compact dropdown format

Next Steps

Now that you're familiar with the analytics dashboard:

• Explore detailed business reports
• Understand your performance metrics
• Set up scheduled data exports