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What is the Dashboard?

As an admin, learn how to customize and use the Dashboard to monitor your space performance at a glance

Written by Raul Zhou

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.
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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?

To open your Dashboard:

  1. Log in to your Optix admin panel
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  2. Click Dashboard in the left-hand navigation


The Dashboard is made up of four main areas:

  1. Header
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    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.

  2. Sections
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    • 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

  3. Widgets
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    • 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

  4. Add widget panel
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    • 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?

The Dashboard includes widgets across these categories:

Your Focus


When you first set up your Dashboard, Optix adds a Your Focus section at the top with a compact view of Currently checked in, Upcoming Tours, and Time Saved. You can edit or remove this section anytime, and you can still add these widgets from Operations or Automations & efficiency.
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Inbox


Keep track of member conversations.

  • Inbox — most recent Inbox conversations

  • Public group conversations — public group conversation activity in your community

  • Support chat — support chat conversations between users and admins

Bookings & assignments


Track reservations and desk or office assignments.

  • Upcoming Bookings — reservations scheduled in the near future with account and resource details

  • Assignments Starting Soon — desk or office allocations about to begin

  • Assignments Ending Soon — desk or office allocations due to end

  • Top bookers — members with the most bookings in the selected period

Operations


Understand how your space is being used day to day.

  • Upcoming Tours — scheduled visits from prospective members

  • Completed Tours — tours completed in the selected period

  • Previous check-ins — recent check-in activity

  • Currently checked in — members currently present in your space

  • Your tasks — open tasks assigned to you

Revenue & financial


Track invoicing, payments, and credit (Manager role or higher; may be Owner-only depending on your organization’s revenue visibility setting). On Invoices, Invoices paid, Unpaid invoices, and Credit owed, you can choose Exclude tax or Include tax from the widget menu.

  • Invoices — amount due by status (Overdue, Due, Upcoming)

  • Invoices paid — payments successfully collected in the selected period

  • Unpaid invoices — outstanding balances requiring attention

  • Credit owed — credit from invoices with a negative balance

Growth


Measure how inquiries, tours, and drop-ins convert into members and purchases (Manager role or higher).

  • Inquiry → member conversions — inquiry leads that converted to members

  • Inquiry → member conversions rate — conversion rate for inquiry leads

  • Tour → member conversions — tour visitors that converted to members

  • Tour → member conversions rate — conversion rate for tour visitors

  • Drop-in → member conversions — drop-in users that converted to members

  • Drop-in → member conversions rate — conversion rate for drop-in users

  • Tour → plan/pass purchase — tour users that bought a plan or pass

  • Drop-in → return booking — drop-in users that made a second booking

  • Drop-in → plan/pass purchase — drop-in users that bought a plan or pass

Plans


Monitor your membership plan changes.

  • Plans Starting Soon — subscriptions beginning in the near future

  • Plans Ending Soon — subscriptions due to expire

Automations & efficiency

Measure the performance and adoption of your automation workflows.

  • Best practices automated — automation coverage against recommended best practices

  • Most enrolled automations — workflows with the highest enrollment

  • Recent Automation Enrollments — members recently enrolled in a workflow

  • Custom Automations — your custom automation workflows

  • Tasks handled automatically — actions completed by automations in the selected period

  • Time Saved — estimated time saved by your automations

How to add and remove widgets?

To add a widget:
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  1. Open the Dashboard
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  2. Scroll to the section where you want to add the widget
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  3. Click the + (Add widget) button on the right side of the section header
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  4. Browse or search for the widget you want
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  5. Click Add — the widget will appear in that section immediately

To remove a widget:

  1. Hover over the widget you want to remove
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  2. Click the settings icon (⚙) in the top-right corner of the widget
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  3. Select Remove widget

How to customize Dashboard widgets?

How to rearrange Dashboard widgets?
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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?
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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?
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Each widget tracks its own date range independently. To change it:

  1. Hover over the widget and click the ⋮ menu in the top-right corner
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  2. Select Widget Settings
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  3. 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

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.
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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.
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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.
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Can I see the Dashboard on mobile?

The Dashboard is designed for the admin web panel and is best used on a desktop browser.
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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

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.
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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.
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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.

Revenue & financial and Growth widgets are also limited by role: they require Manager or higher. Depending on your organization’s revenue visibility setting, some revenue widgets may be Owner-only. If you still can’t find the widget you need, contact support for assistance.

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