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.
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.
Widgets for joiners and leavers
To see joiners and leavers on your dashboard, add the Net Gain graph. Click Edit dashboard and add it from the Graphs group in the Dashboard editor, where it's described as Joiners vs leavers per month, with net line.
The graph shows joiners against leavers for each month, with a net line. Leavers are memberships with a cancellation date in that month. The graph follows the date range you choose, including a custom date range. It's available on every plan.
What do the KPI Trend tiles show?
The tiles in the KPI Trend group, such as New Members Trend, give a quick view of how things are changing day to day. Each tile moves through four slides:
Today: the count for today.
Yesterday: the count for yesterday.
Daily Trend: an arrow and the difference between today and yesterday.
MTD Trend: an arrow and the difference between this month so far and last month up to the same date. This is a comparison with last month, not a total for the month.
A few things to know about these tiles:
They count memberships, not people.
New Members Trend counts memberships that have already started, on plans set to show on the dashboard. Renewals aren't included.
The Showing date range doesn't change them.
They refresh about once an hour.
To see exactly how many new members and cancellations you have had this month, use the reports rather than the dashboard tiles:
Contacts > Members > New Members shows the members who have joined.
Reporting > Accounting > Operating & Performance Report, run over the month, summarises your sign-ups and cancellations. It is only visible to Owner and Business logins.
For more on where each report lives, see Where to find attendance, revenue and member reports.
⚠️ Note: the Net Gain graph and the KPI Trend tiles are only available to Owner logins and above, so Managers and other staff logins will not see them in the Dashboard editor. The Net Gain graph is available on every plan, but the KPI Trend tiles need the Complete plan. If you would like the KPI Trend tiles, contact our Customer Success team.
How often does the Active Members number update?
The active members number isn't updated in real time. It's recalculated every 5 minutes, so it can be up to about 5 to 10 minutes behind a change.
On your dashboards, this number is the Members tile. If you have a different number of memberships to members, the tile also shows from [number] active memberships underneath. The same figure appears as the Members chip on the Headline KPIs widget and in the Status widget. You'll find it on the Owner Overview, Staff Dashboard, Financial Overview, Front Desk and Sales & Growth dashboards.
The number leaves out:
Members who are overdue, even if they have another membership that's paid up.
Frozen memberships.
Memberships that haven't started yet.
Memberships on plans with Include in Dashboard Stats switched off. You'll find this setting on the plan's edit page, under Reporting & Integrations. It's switched on by default.
⚠️ Note: because overdue members aren't counted, the number dips when a member misses a payment.
Can I see how many active members I had each day?
No. There's no screen that shows your active member count for each past day.
To see your joiners and leavers day by day, add the Membership Trends widget to your dashboard. It shows New, Cancelled and Net for each of the last 30 days. For a quick look at new members today compared with yesterday, use the New Members Trend tile described above.
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, click the chat button to contact our Customer Success team.