The Club Dashboard helps you manage the key parts of your organization in one place. Each panel gives you a quick view into common admin responsibilities such as registrations, finances, member activity, and overall club performance.
Use these panels to spot trends, confirm how programs are tracking, and take action quickly when something needs attention.
What you’ll find in this collection
This collection includes step-by-step guidance for each Dashboard panel so you can quickly understand what you’re seeing and how to use it.
Common panel categories include:
Registrations and enrollment tracking
Financial performance and follow-up items
Program activity and comparisons across programs
Member and website engagement
Operations and action items that require attention
How to use the Club Dashboard effectively
Most panels follow the same workflow:
Confirm you are viewing the right Club (if you manage more than one).
Choose a timeframe (for example: All Time, Past Day, Past 7 Days, Past 30 Days).
Use filters to narrow the data to the programs or seasons you care about.
Select Update (when available) to refresh results after changing filters.
Use blue links to open the underlying reports and take action.
Use Detailed View (when available) for deeper reporting, charts, and breakdowns.
When to use panels vs reports
Panels are designed for fast check-ins and trend spotting. Reports are best when you need the full list behind a number or you need to reconcile details.
Use panels when you want to:
Validate high-level totals quickly
Spot changes in registrations, revenue, or engagement
Identify what needs follow-up today or this week
Use reports when you need to:
See the specific records behind a total
Export detailed lists
Reconcile financial activity or audit transactions
Tips for getting consistent results
Start each review by confirming your time period and filters. Many unexpected totals come from viewing the wrong timeframe or a filtered view.
If you rely on the same views often, set personal default filters on panels that support it.
When a panel looks incomplete or unexpected, open the linked report (when available) to confirm what is included.
FAQs
Why do totals look different than what I expected?
Confirm the selected Club, time period, and filters first. If available, open the linked report to validate what is included.
Why are some values clickable?
Blue links open the underlying report or related details so you can see the specific list behind a total.
What is Detailed View and when should I use it?
Detailed View provides a more granular breakdown of the same metrics, often with charts and additional filtering options.
Can I make the Dashboard load with my preferred filters?
Some panels allow you to set personal default filters so your preferred view loads automatically.