The Dashboard is a customizable overview screen in your Optix admin panel that surfaces your most important space performance data in one place. Instead of navigating to different sections to check revenue, bookings, or member activity, the Dashboard organizes everything into widgets — individual data cards that you can add, remove, and rearrange to match how you manage your space.
With the Dashboard, you can:
See your space at a glance: monitor revenue, bookings, check-ins, plans, and member activity, and more
Customize what matters to you: choose which widgets appear and arrange them in the order that fits your workflow
Track performance over time: compare metrics across different periods to spot trends and identify areas for improvement
Stay on top of what's coming: surface upcoming bookings, plans starting or ending soon, and open tasks all in one screen
Measure your automation impact: understand how your workflows are performing and how much time they're saving your team
How does the Dashboard work?
How does the Dashboard work?
To open your Dashboard:
Log in to your Optix admin panel
Click Dashboard in the left-hand navigation
The Dashboard is made up of four main areas:
Header
Displays a welcome message and quick links to help resources. From here, you can preview the Dashboard or click Edit to enter customization mode and rearrange your layout.
Sections
The Dashboard is organized into collapsible sections (for example, Overview, Automations)
Each section contains one or more widgets
You can add new sections or rename existing ones
Widgets
Each widget is a data card displaying a specific metric — such as invoices paid, upcoming bookings, or active plans
Widgets can be added, removed, resized, and repositioned within a section
Add widget panel
Click the + button inside any section to open the Add Widget panel, where you can browse and select from all available widgets
What are the Dashboard widget categories?
What are the Dashboard widget categories?
The Dashboard includes widgets across five categories:
Revenue & Billing
Track financial performance, outstanding invoices, and top-paying members.
Invoices — total invoiced amount in the selected period
Invoices Paid — payments successfully collected
Unpaid Invoices — outstanding balances requiring attention
Plan Revenue — recurring subscription revenue breakdown
Top Accounts by Revenue — members or teams generating the most revenue
Members & Plans
Monitor your membership base and subscription health.
Plans Starting Soon — subscriptions beginning in the near future
Plans Ending Soon — subscriptions due to expire
Assignments Starting Soon — desk or office allocations about to begin
Assignments Ending Soon — allocations due to end
Activity
Understand how your space is being used day to day.
Upcoming Bookings — reservations scheduled in the near future with account and resource details
Top Bookers — members with the most bookings in the selected period
Check-ins — total drop-in or day pass count
Checked In — members currently present in your space
Upcoming Tours — scheduled visits from prospective members
Automations
Measure the performance and adoption of your automation workflows.
Automations Score — an overall health score for your automation setup
Most Popular Automations — workflows with the highest enrollment
Recent Enrollments — members recently enrolled in a workflow
Manual vs. Automated — comparison of actions handled manually versus by automation
Time Saved — estimated hours saved by your automations
Communication & Tasks
Keep track of member conversations and internal follow-ups.
Latest Messages — most recent Inbox conversations
Tasks — open tasks assigned to your team
How to add and remove widgets?
How to add and remove widgets?
To add a widget:
Open the Dashboard
Scroll to the section where you want to add the widget
Click the + (Add widget) button on the right side of the section header
Browse or search for the widget you want
Click Add — the widget will appear in that section immediately
To remove a widget:
Hover over the widget you want to remove
Click the settings icon (⚙) in the top-right corner of the widget
Select Remove widget
How to customize Dashboard widgets?
How to customize Dashboard widgets?
How to rearrange Dashboard widgets?
You can drag and drop any widget to reorder it within its section. Your layout is saved automatically — it will appear the same way the next time you log in or switch between locations.
How to filter the Dashboard by location?
If your organization has multiple locations, use the location filter in the top bar to view data for a single location or all locations combined. Changing the location filter updates every widget on the Dashboard at once.
How to change the date range?
Each widget tracks its own date range independently. To change it:
Hover over the widget and click the ⋮ menu in the top-right corner
Select Widget Settings
Choose a new date range from the dropdown (e.g. Last 7 days, Last 30 days, This month)
Note: Some widgets — such as Upcoming Bookings or Plans Ending Soon — always display future-looking data and are not affected by the date range selector.
FAQs
FAQs
Can I have multiple Dashboard sections?
Yes. You can organize your widgets into multiple sections. Click Add section at the bottom of the Dashboard to create a new one, then add widgets to it. Sections can be renamed or removed at any time.
Can different admins have different Dashboard layouts?
Yes. Each admin's Dashboard layout is saved individually. One admin can display revenue widgets while another focuses on automation performance — layouts do not affect each other.
Will my Dashboard layout carry over if I switch locations?
Yes. Your layout is saved per user account and applies across all locations. However, the data shown in each widget will update to reflect the location you have selected in the filter.
Can I see the Dashboard on mobile?
The Dashboard is designed for the admin web panel and is best used on a desktop browser.
Why is a widget showing no data?
There are a few common reasons:
The feature the widget tracks may not be enabled for your organization — go to Settings → Features to check
There may be no activity in the selected date range — try widening the period
Your location filter may be set to a location with no activity for that metric
Troubleshooting
Troubleshooting
A widget I added is missing after I log back in
Try refreshing the page. If the widget is still missing, it may have been removed by another admin. Re-add it from the Add Widget panel.
The Dashboard is loading slowly
If you have a large number of widgets enabled, try:
Reducing the date range to a shorter period
Removing widgets you no longer use
Filtering to a specific location instead of viewing all locations
A metric looks different from what I see in the corresponding section
Some widgets apply their own filters or grouping logic. For example, the Invoices Paid widget may count by payment date while the Invoices section filters by due date. Check the widget settings (⚙) for notes on how the data is calculated.
I can't find a specific widget in the Add Widget panel
The widget may require a feature that is not currently enabled on your account. Go to Settings → Features to confirm the relevant feature is active, or contact support for assistance.