The customizable Dashboard feature in STX puts key business performance indicators at your fingertips for fast, easy viewing. Monitor appointment statistics like Prebooked Percent, guest statistics like Percent of Guests with Valid Email, online statistics like Ticketed Campaign Revenue, plus Service, Social, and Transaction statistics -- all instantly viewable on one easy-to-read screen.
Reporting: Dashboard
To access Dashboard, go to Reporting in the main toolbar and select the Dashboard option.
Dashboard can be used in window or full-screen mode and is continuously updated as your data changes, so you're always up-to-date.
By default, Dashboard includes information about the success of your Online Services (OLS) marketing campaigns, whether or not you are a subscriber.
Using any or all of the 25 available Gizmos, you can create a Dashboard that includes the information most important to you.
Gizmos are added by clicking Add Gizmo, found in the upper left-hand corner of the Dashboard window.
The Gizmo Library will appear. Find and select the Gizmo you wish to add and click the Add button in the lower left-hand corner. The newly added Gizmo will appear on the Dashboard.
Gizmo Library
Appointments
Prebooked Percent
The percentage of the current day’s Prebooked appointments is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the Prebooked Percent is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
Prebooked (Today)
The pie chart provides the current day’s Prebooked appointments. The number of Appointments gives a total of appointments scheduled on the current day’s appointment booking calendar.
Prebooked (30-days)
The bar graph provides statistics for Prebooked along with Non-Prebooked appointments for the past 30 days.
Guests
Guests With Valid Email (Today)
The pie chart provides the current day’s guests with a Valid Email address compared to those guests with an Invalid Email address on file. The number of Guests gives a total of clients with appointments scheduled on the current day’s appointment booking calendar.
Percent of Guests with Valid Email
The percentage of the current day’s Guests With Valid Email scheduled for an appointment is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the Percent of Guests with Valid Email is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
Guests With Valid Email (30-days)
The bar graph provides statistics for guests with scheduled appointments during the past 30 days with either Valid Emails or Invalid Emails on file.
Online
Campaign Appointment
When a guest books an appointment within 36 hours of reading, viewing, or clicking a link from within an email campaign.
Ticketed Campaign Revenue (Today)
The pie chart provides the current day’s statistics for tickets generated from a Campaign Appointment. Statistics include the Service subtotal plus the Product subtotal for tickets on the current day’s transaction list.
Ticketed Campaign Revenue (30-days)
The bar graph provides statistics for tickets generated from a Campaign Appointment within the last 30 days. Statistics include the Service subtotal plus the Product subtotal for tickets on the transaction list over the last 30 days.
Ticketed Campaign Revenue Percent
The percentage of the current day’s tickets generated from a Campaign Appointment is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the percent of ticketed revenue is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
YTD Ticketed Campaign Revenue
The dollar amount provides the year-to-date statistics for tickets generated from a Campaign Appointment. Statistics include the Service subtotal plus the Product subtotal for tickets generated throughout the current year.
Booked Campaign Revenue (Today)
The pie chart provides the current day’s statistics for projected income of the appointments generated from an Email Campaign. Statistics include the projected revenue for all Non-Campaign appointments as well as Campaign appointments. Revenue indicates the projected revenue for the current day’s appointments.
Booked Campaign Revenue (30-days)
The bar graph provides statistics for projected income of appointments generated within the last 30 days from an Email Campaign. Statistics include the projected revenue for all Non-Campaign appointments as well as Campaign appointments. Campaign Revenue indicates the projected revenue for the appointments over the last 30 days.
Booked Campaign Revenue Percent
The percentage of projected income of the current day’s appointments generated from an Email Campaign is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the percent of projected appointment revenue is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
YTD Booked Campaign Revenue
The dollar amount provides the year-to-date statistics for projected revenue of appointments generated from an Email Campaign.
Most Recent Mailing
Information regarding the most recent Email Campaign is displayed, including the number of Emails sent.
Services
Requested Percent
The percentage of the current day’s appointments where an employee was requested is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the percent of appointments with requested employees is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
Requested Employee (Today)
The pie chart provides the current day’s appointments with a Requested employee as well as the Non-Requested employees. The number of Appointments gives a total of services scheduled on the current day’s appointment booking calendar.
Requested Employee (30-days)
The bar graph provides statistics for services scheduled during the past 30 days where an employee is either Requested or Non-Requested.
Social
Twitter
Enter the Screen Name for the Twitter account you wish to follow. Tweets are updated on the Dashboard instantly.
Transactions
Sales by Visit Type (Today)
The pie chart separates all current day’s ticket sales by Visit Type. The largest two sections of the pie chart are named across the bottom of the chart. Revenue indicates the total amount sold on the current day.
Sales by Visit Type (30-days)
The bar graph provides statistics for ticket sales by Visit Type over the last 30 days. The two types with the largest amount of sales are named across the bottom.
Retail $ to Service $ Percent
The percentage of the current day’s Retail $ to Service $ comparison is displayed. The gauge showing the 30-day Min and 30-day Max indicates where the percentage is currently. A small arrow next to today's value indicates if this value is higher or lower than the 30-day average.
Revenue By Type (Today)
The pie chart separates all current day’s ticket sales by the type of revenue, such as Service $ and Retail $. The two sections of the pie chart are named across the bottom of the chart. Revenue indicates the total amount sold on the current day.
Revenue By Type (30-days)
The bar graph provides statistics for ticket sales by Service $ and Retail $ over the last 30 days. The two types, as well as the Total are named across the bottom.
New Guests (30-days)
The bar graph provides statistics for the number of New Guests over the last 30 days.
Customizing the Dashboard
- Moving a Gizmo will reflow the gizmos beneath where you wish to place it.
- Remove a Gizmo by clicking the X located in the upper right-hand corner of each Gizmo.
- All gizmos start out at 1x size, but can be changed to 2x size by clicking the 2x button in the lower right-hand corner of each Gizmo.
- Once laid out, the Dashboard will always reopen the same way unless modified.
- To restore the default Dashboard, you must clear the Dashboard window, close and reopen it.
- To clear the Dashboard window, click Clear Dashboard, located in the upper left-hand corner of the Dashboard window.