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Dashboard - Main 📊


The Dashboard tab works as the main system dashboard, bringing together the key performance and operational indicators in one place. It provides an overall, real-time view of the business, making it easier to monitor results without accessing detailed reports.


General Indicators 📌


Located at the top of the screen, they show a summary for the selected period (for example, the current month):


  • Appointments: total number of scheduled appointments.
  • Confirmed clients: appointments already confirmed.
  • Clients to be confirmed: appointments pending confirmation.
  • Canceled clients: total number of cancellations.


These data help understand the service flow and identify possible losses.


Revenue 💰


Shows the financial performance for the period:


  • Actual: amount already received.
  • Forecast: expected amount based on future appointments.


Allows comparison between billed revenue and projected income.


Average Ticket 📈


Displays the average amount spent per client, helping evaluate sales performance and pricing or sales strategies.


Capacity ⏱️


Indicates the agenda occupancy rate, showing how much of the available capacity is being used.


Payments by Type 💳


Shows the distribution of payments by method, such as:


  • Credit card
  • Debit card
  • Others

Helps analyze customer payment behavior.


Appointments by Source 🌐


Shows the channels where appointments originate, such as:


  • Internal
  • WhatsApp
  • Google Reserve
  • My page


Helps identify which channels generate the best results.


Clients 👥


  • Active and inactive clients: overview of customer retention.
  • New clients: number of new clients in the period.


These data help track the growth of the client base.


Rankings ⭐


Highlights of the period:


  • Top collaborators: professionals with the highest revenue.
  • Top services: best-selling services.
  • Top clients: clients with the highest spend.


The purpose of the Dashboard is to:


  • Provide a quick and strategic view of the business
  • Support decision-making
  • Facilitate financial and operational control




Updated on: 10/01/2026

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