The dashboard is the first page you land on after signing in. It is the home screen for your workspace and gives you a fast read on money, support load, and what is on the calendar without having to open any other section. What you see depends on your role: members and guests get a simpler view focused on their own bookings and access, while staff with management permissions see the full admin dashboard described here.
Who sees the admin dashboard
The admin dashboard appears for any user who has at least one of the following: the ability to manage members, the ability to manage the workspace, or permission to view analytics. If you have none of those, you see the member dashboard instead, and guests see the guest dashboard. The rest of this article covers the admin view.
Location scope
The numbers on the dashboard respect the location you are currently viewing. If you are a workspace admin viewing All Locations, the metric tiles roll up across the entire workspace. If you are scoped to a single location, the tiles only count activity tied to that location. When you switch locations using the location picker, the dashboard reloads its data automatically so the figures always match the location in context.
Key metric tiles
Across the top of the dashboard are four tiles that summarize the current state of your space. On a phone they stack into a two-by-two grid; on a wide screen they sit in a single row of four.
Month-To-Date
This tile shows your revenue accrued so far in the current calendar month, formatted in your workspace currency. It is the sum of two parts. The first is asset cost: the rate of every active asset that has an active assignment overlapping the current month. The second is resource booking cost: the payment amount of every confirmed resource booking whose start time falls within the current month. Together these give a running total drawn from assigned assets and booked resources. The value is shown in green.
Unpaid Invoices
This tile totals the amount outstanding on invoices that have been sent but not yet settled. It counts invoices in the sent and overdue states and adds up their amounts, again in your workspace currency. It does not include draft or already-paid invoices. When you are scoped to a single location, an invoice is matched to that location by its billing location, falling back to the member's primary location for older invoices that do not have a billing location recorded. The value is shown in red so a growing balance is easy to spot.
Unresolved Tickets
This tile is a count of support tickets that still need attention, meaning tickets in the open or in progress state. Resolved and closed tickets are not counted. When you are viewing a single location, tickets are attributed to a location through the requester's primary location, so the count reflects the location in context. In the All Locations view you see every unresolved ticket across the workspace.
Unread Messages
This tile counts messages you personally have not yet read. It includes direct messages addressed to you that you have not seen, plus unread messages in any group chat you are a member of. Messages you sent yourself are not counted toward your own unread total. This figure is specific to your account rather than the location, so it is the same regardless of which location you have selected.
Quick actions
The dashboard puts your most common create actions one click away. On a wide screen these appear as a row of buttons in the top right corner of the page; on a phone they appear as a row of square tiles near the top of the content. Either way they link to the same destinations:
- New Member opens the add member form.
- Check-In opens the public visitor check-in page.
- New Ticket opens the add ticket form.
- New Invoice opens the create invoice page.
For more detail on these areas see Managing members, Visitors and check-in, Tickets, and Invoices.
Latest Transactions
On a wide screen the main column of the dashboard shows a Latest Transactions table listing your five most recent payments. Each row shows the member who paid, with their avatar, the payment amount, the related invoice number, and the date. The amount is shown in your workspace currency, and where a net amount after Stripe fees is recorded it appears in parentheses next to the gross amount with a tooltip explaining what it is. The invoice number links straight to that invoice. If there are no recent payments the table shows a short empty message. This table is hidden on phones to keep the mobile view compact.
The mini calendar
On a wide screen the right column holds a mini calendar showing everything scheduled in the current month. The calendar pulls together five kinds of activity, each with its own colored icon so you can tell them apart at a glance:
- Bookings of resources, shown with a green calendar icon.
- Tours booked by prospects, shown with a blue location pin icon.
- Tasks that are due, shown with an orange check icon.
- Passes scheduled for a date, shown with a purple ticket icon.
- Events on your calendar, shown with a pink calendar icon. Events with an image show that image instead of an icon.
Each item is labeled with a description appropriate to its type. Timed bookings and other events show their start time in your workspace time zone and time format, full-day bookings read Full Day, and all-day items such as due tasks read Due Today. Multi-day weekly and monthly bookings are expanded so a dot appears on every day they cover.
Clicking an item opens the right detail view for what it is. Clicking a tour opens the CRM lead drawer for that prospect, with a banner link to jump to the full CRM record. Clicking a booking opens the booking detail modal. Clicking any other event opens the event detail panel. When you move the calendar to a different month, the dashboard fetches that month's items so the calendar stays in sync with the month you are looking at.
On a phone the calendar grid is replaced by a Happening Today card that lists only today's items, since the full grid is hard to use at phone width. If nothing is scheduled for today it shows a short message saying so.
For the full scheduling view with all months and filters, see the Calendar.
Keeping the dashboard current
The dashboard loads its figures when the page opens, reloads them when you switch locations, and refreshes the calendar when you change the displayed month. If any single metric cannot be calculated it falls back to a safe zero rather than breaking the page, so the dashboard stays usable even if one source of data is temporarily unavailable.