ClubRight lets you set up multiple dashboards, each focused on a different aspect of your club. You can use one of six pre-built templates, build your own from a blank canvas, or have several dashboards side by side for different roles or focuses. This article walks through how dashboards work, what templates are available, and how to add, customise, and manage them.
How dashboards work
Your dashboards are listed at the top of the burger menu (top left). Click any dashboard name to open it. You start with a default Home dashboard, and can add more dashboards at any time to suit your role or focus.
A yellow star next to a dashboard name marks it as your default landing view. Only one dashboard can be the default at a time.
The default Home dashboard
Every club starts with a Home dashboard, which gives a comprehensive picture of the state of your club at a glance, including key metrics, members in the club right now, your next diary entries, recent member messages, active tasks, and quick links to operational areas.
You can leave Home as it is, customise it to suit your day-to-day, or add further dashboards for specific use cases.
Dashboard templates
When you add a new dashboard, you can choose from six pre-built templates designed for different roles and use cases, or start from a blank canvas.
Owner Overview
Actions, strategic growth and loss graphs, sales engine, and today's activity at a glance. Best for club owners who want the strategic picture without going into operational detail.
Staff Dashboard
Actions, live sessions, class occupancy pressure, KPIs, and upcoming classes. Best for managers and team members who need to know what is happening at the club today.
Financial Overview
Revenue, collections health, overdue debt, retail takings, and future revenue signals. Best for finance-focused work and reviewing the financial picture of the club.
Retention Focus
Spot churn signals early: who is at risk, why they leave, and the tools to act. Best for membership retention activity and reducing churn.
Front Desk
Perfect for reception, with live sessions, class fullness, walk-in tools, and today's special members.
Sales & Growth
Your sales pipeline: where leads come from, how they convert, and what it takes to keep them. Best for sales and lead management.
Blank Canvas
Start from scratch and drag in exactly the widgets you want. Useful when none of the templates quite match your specific need, or when you want to build something very focused.
Adding a new dashboard
In the burger menu, click the + icon next to Home
Choose a template from the available options, or select Blank Canvas
Your new dashboard opens and is ready to use or customise
Customising your dashboard
To make changes to a dashboard, open it and click Edit dashboard (the pencil icon in the top right). The Dashboard editor opens on the right, with a library of widgets organised by category that you can add to the dashboard.
In edit mode you can add new widgets from the library, remove widgets you do not need, and drag widgets around to rearrange or resize them to suit your layout.
The Dashboard editor also includes:
Rename to change the dashboard's name. Alternatively, click the dashboard title at the top of the page to open the rename dialog directly.
Default (star icon) to mark this dashboard as your default landing view
Reset layout to revert the dashboard to its template's original arrangement
Delete to permanently remove the dashboard
When you are happy with your changes, click Done editing (the green button at the top of the editor) to exit edit mode.
š” Tip: if you want to revert a dashboard's layout without going into edit mode, the Reset button at the top right of any dashboard does the same job as Reset layout in the editor.
Adjusting the date range
Every dashboard has a Showing dropdown in the top right that controls the time period your widgets cover. The default is Last 30 days. Change it to see your dashboard for a different range. The setting applies to the dashboard you are currently viewing.
Switching between dashboards
All your dashboards are listed in the burger menu. Click any dashboard name to switch to it. This is useful when different members of your team want different views, or when you want to switch focus during the day (for example, from operational to financial views).
Tips for using multiple dashboards
Use Home as your default starting point and add specialised dashboards for specific tasks
Start with a template and customise it rather than building from scratch unless you have a very specific layout in mind
Match dashboards to roles: an Owner Overview for the morning review, a Front Desk dashboard for reception staff, a Sales & Growth dashboard for your sales team
Switch dashboards as your focus changes through the day, rather than crowding a single view with everything
Set the dashboard you use most as your default with the star, so it loads first when you sign in
Have more questions about dashboards?
If you have a question that is not covered here, our Customer Success team is happy to help. Reach out via the orange chat button at the bottom right of your ClubRight dashboard.
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