We are excited to release our new Dashboards feature on the web and mobile web! Our new Lesson Revenue and Lessons Delivered Dashboards will bring system data to your fingertips like never before.
Previously, to access the rich transaction and booking data within the GLF Connect system, users had to navigate to the Reports screen and create a customized report, which was then exported to their device. However, with our new Dashboards feature, you can view the data contained within these reports directly via the Dashboards. This will allow users to more easily generate the data they require across a range of filters and dates, and the data is presented in engaging graphs to help you easily view and analyze these insights.
Accessing the Dashboards:
Via the Manager or Coach User role on the web/mobile web-based system, navigate to the new Dashboards menu option in the main navigation:
Lessons Delivered > Lesson Revenue
Within this feature, you can access the Lesson Revenue and Lessons Delivered Dashboards. Similar to the Reports feature, these two dashboards should be used to access specific data insights and they include a range of features and functions:
Lesson Revenue:
This dashboard displays data related to any transaction in the online booking system related to the initial charge for a service. It will display charges related to one-on-one bookings and the initial charge for a class registration for all payment types.
Within the Lesson Revenue Dashboard, you can generate data using five filters at the top of the screen:
- Date Range - Generate data across a range of predetermined date ranges or customize the date range you require using ‘Custom Range.’
- Coach Statuses - Select if you require data for only active coaches listed in the Coach Management screen or for those whose profiles have been deactivated.
- Coaches - Select all or specific coaches depending on the Active Status filter you have selected.
- Program Filter - Select the program filters in your online booking system. If selecting a single Program Filter, you will then be able to select from the sub-filter options in the next responsive drop-down field.
- Students - Choose if you would like to generate data for all students or separate based on their member status.
Once you have selected the filters you require and hit ‘Apply Filter,’ data will then be generated and presented across three data insights, including:
- Total Revenue by Program Type - This provides a breakdown of the revenue for the selected program filter and sub-filters.
- Total Revenue Generated by Month - This provides a breakdown of how the revenue was generated across the data range.
- Total Revenue and Split by Coach - This provides a summary of all revenue generated and how it is allocated across the selected coaches.
You can hover over the graphs and insights, as well as use the information icon to access additional information:
Lessons Delivered:
This dashboard displays data related to any transaction in the online booking system related to the delivery of a service. It will display one-on-one bookings and class sessions within the selected date range, regardless of the payment status of the booking.
Within the Lesson Delivered Dashboard, you can generate data using seven filters at the top of the screen. Five of these mirror the functionality available on the Lesson Revenue Dashboards, with the addition of the following two filters:
- Student Care List Status - Generate data based on students' care list status. Select if you want to display data relating to all students, those under the care of a coach, or those not under the care of a coach.
- Paid Status - Select if you require data for all transactions or would like to generate data based on the paid status of the booking. For Micros-enabled clubs, this will display based on the push status of the booking.
Once you have selected the filters you require and hit ‘Apply Filter,’ data will then be generated and presented across three data insights, including:
- Total Delivered and Booking by Lesson Type - This provides a breakdown of the bookings delivered for the selected program filter and sub-filters.
- Total Delivered and Booked by Month - This provides a breakdown of how the bookings value is split across the selected data range.
- Total Delivered and Booking - This provides a summary of the total value of all bookings and how this is split across what has already been delivered and booked in the future.
Similar to the Lesson Revenue Dashboard, you can hover over the graphs and insights, as well as use the information icon to access additional information:
Viewing Further Details & Exporting:
At the bottom of each dashboard screen, you can access further details relating to each of the transactions included within the data generated and summarized in the insights above. After a short loading period, you can view each transaction displayed in rows with several data columns.
You can use the search field to access a specific transaction based on the student name. You can use the sort option on the student name column header to organize the display of each transaction. Finally, in the bottom right corner of the screen, you can export the data via a CSV file to your device. This will provide access to a full data set for each transaction/booking:
