zen planner software dashboardZen Planner tracks tons of useful data about your business – including attendance, prospects, financials, memberships, communication and retention. One of the tools that makes this information so valuable is the dashboard, because it gathers many different types of information in one place. With a couple minutes worth of goal setting and configuration, you can transform the default dashboard layout into a highly customized, color-coded analytics page. Read on below to find out how to maximize the dashboard for your unique business needs.

Pick the Right Statistics

Each business has their own set of metrics that indicate success and growth. It is important to set goals for these metrics so that you know what you are working toward, and so you can celebrate the achievement when you get there. We spend a lot of time with our new customers identifying these goals, and making sure that Zen Planner is set up to help businesses deliver on them. The dashboard provides you with a snapshot of your business performance each and every time you log in, so that you can quickly see which metrics are moving toward your goals.

To best understand the numbers that affect your business, you also need to compare how one may influence another and see them side-by-side. This can be accomplished on the dashboard by clicking the “Customize” button in the upper right hand corner of the page. You are presented with a variety of metrics across several different categories, and each one can be added to the dashboard. Simply click the checkbox next to that statistic and save your changes.

Set Your Goals

As we mentioned earlier, business goals are important for many different reasons. We encourage our customers to set measurable and attainable goals, and develop a plan for how to achieve them – much like any fitness program. Getting the results that you want requires you to take steps, however big or small, until you reach that first goal. Once there, you can evaluate these goals and adjust them. You might decide to go bigger, change your focus, or maybe address weaknesses you found along the way. Having something to continually reach for will keep you motivated and engaged.

The Zen Planner dashboard can help give you visibility into these goals and your progress. On the same page where you can customize the metrics you’d like to track, you will also see some empty boxes to the right of each option. Zen Planner uses a green-yellow-red color-coding system so that you can define both the goal and minimum for each metric you place on the dashboard. By configuring these values, you get an at-a-glance view of your business performance every time you use Zen Planner. We hope that this will help you spot positive trends as they progress, and identify negative patterns before they become larger issues.

Venture into Uncharted Territory

Charts provide another great set of visual cues for your business performance. They can be added to your dashboard by clicking the “Customize” button and navigating to the Charts section. Just click the checkbox and save your changes to add each one.

Once you’ve added some of these charts – which are centered on prospects, customer retention and attendance trends – you’ll have even more information at your fingertips that you can use to make decisions. Dashboard charts are also unique because they can be filtered by location, program, or staff member to dive even deeper, without leaving the dashboard page. With just a few minutes worth of setup, your dashboard can look like the one below. Zen Planner already tracks all of this information through your use of the software, so start putting it to work for you!

Share Your Dashboard With Us!

Do you have particular statistic you track on the dashboard that correlates with your success? Share it with us in the comments below!

Consider adding retention metrics to your dashboard to help you identify churn warning signs early. For more tips on fighting member turnover, get your copy of our free guide, Member Churn Prevention & Warning Signs.

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