Dashboard Overview

Your central command center for monitoring business performance at a glance.

Navigate to Dashboard > Overview to see a real-time summary of your dive center's operations, finances, and upcoming activities.

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Prerequisites

  • You must be logged in with an active account.

  • Some dashboard cards require specific permissions (e.g., finance data requires finance permissions).

Overview

The dashboard brings together key metrics from every area of your dive center into a single view. When you log in, this is the first page you see.

The dashboard is organized into several sections:

  • Business Snapshot -- KPI cards and operational metrics showing current performance.

  • Activity Charts and Metrics -- Visual breakdowns of courses, dives, and equipment status.

  • Financial Overview -- Revenue, outstanding payments, and bill status (permission-gated).

Each section pulls live data so you always see the most current picture of your business.

What You Can Do

  • Review key performance indicators at a glance.

  • Track month-over-month growth in revenue and activity.

  • Monitor upcoming courses and trips.

  • Check equipment availability and utilization.

  • Identify overdue payments and outstanding bills.

Dashboard Sections

Section
Description
Permission Required

Business Snapshot

KPI cards and operational metrics

None

Activity Charts

Trends, distributions, and schedules

None

Financial Overview

Revenue, payments, and billing

Finance permission

Tips

  • The dashboard refreshes automatically. You always see current data.

  • If a section appears blank, check that you have the required permissions.

  • Use the dashboard as your starting point each day to prioritize tasks.

Troubleshooting

Issue
Cause
Solution

Financial cards not visible

Missing finance permissions

Ask your admin to assign finance view permissions to your role.

Dashboard loads slowly

Large data set

This can happen at month-end. Allow a few extra seconds for data to load.

Metrics show zero

New account or no data

Enter activities, clients, and transactions to populate the dashboard.

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