When you log in to your Fit Pro Tracker account you will automatically be directed to the Dashboard. The Dashboard is a great way to see a quick overview of what is happening at your location.
This article will cover all of the items on the Dashboard.
Tip: If you navigate away from the Dashboard and need to come back, you can do so by clicking on Dashboard from the menu.
1. Assigned Tasks
The assigned task shows any tasks assigned to the staff member who is signed into their Fit Pro Tracker Profile. The tasks for that day are displayed. You may filter to see additional dates by clicking the arrow buttons to go backward or forward on the calendar, or click the calendar button and select a date. There is also a refresh button. You will also see a task management button that you can click on to filter further.
Clicking on the listed task will take you to the client profile so that you may take action on completing the task. Once completed the task will no longer show on the dashboard.
2. SMS Messages from Assigned Contacts
The SMS Messages from Assigned Contacts field will list any incoming SMS messages for the staff member from the clients to whom that staff member is assigned. By clicking on the text message, you will be directed to the Client's profile and may respond with a 1 to 1 message back to the client.
3. Email Messages from Assigned Contacts
The Email Messages from Assigned Contacts field works similarly to the SMS Messages field. When a contact responds to or sends an email, it will show up in the Dashboard for the assigned staff member. If you click on the message from the Dashboard you will be redirected to the client's profile and may respond with a 1 to 1 email.
4. Appointments
The Appointments field will show any upcoming appointments for the assigned staff member. The Dashboard defaults to today's date but you may change the date by clicking the arrow buttons or clicking the calendar icon and selecting the date you wish to view. You may also click on the appointments icon to access various filter features. Clicking on the appointment will direct you to the client profile.
5. Contacts Birthdays
The Contacts Birthdays field will show the birthdays of all of your contacts. The Dashboard view defaults to "Today", but you may also view the Past 7 Days or the Next 30 Days by clicking on the respective tabs. You may also click the 30-Day Report button to view a 30-day birthday report. From this report, you can filter by contact group or export the report to an Excel document.
6. Upcoming Milestones
Milestones are a great way to celebrate the attendance of clients. You can create custom milestones. The dashboard view gives insight into who is approaching big milestones. For more information on how to create Milestones visit the help article by clicking here.
7. Attendance
Daily attendance gives a quick view of the number of sessions Scheduled, Reserved, Waiting Queue, Confirmed, No show, and Canceled. The Chart auto-populates the information for the day. You can filter by date by clicking the date button and selecting a range or specific date. There is also the ability to export the report to Excel directly from the dashboard.
8. Leads By Source
The Leads by Source field will show the recent leads that have come in within the past week. It also shows the source of the leads. You can filter the dates by clicking the date button. You can also click on the number listed under leads to see the contact information for those lead sources. This is a great way to see what is working best for attracting new leads.
9. Sales Widget
List View- Our billing system is designed to track and manage memberships for our customers. This includes both active trial agreements/memberships. When viewing the list on the Sales widget, you will see contacts who have an active trial agreement or membership listed as their primary membership.
The Graph view is a visual representation of the data for membership or trials sold during the date range that you have selected. It allows you to easily see the number of memberships or trials that have been sold over a specific period of time. This can be helpful in tracking the success of your sales efforts and identifying any trends or patterns.
10. Session Credits
The Session Credits field will show the number of Expired Credits, Purchased Credits, Cancellation, and No-shows, Spots available, and Reserved Spots. You can filter the report by date by clicking the date button and selecting a range or specific date. You can also select a Session.
