How to Use the Dashboard

 

When you first log in to your account, you’ll see the Kicksite Dashboard. On the Dashboard, you can find lots of valuable information about your members and your school. Modules can be rearranged or hidden to best fit your school’s needs.

Read on for an overview of the Dashboard!

 

Kicksite Dashboard

The Dashboard provides tabs and modules to show important information in an easy to read manner.

Dashboard tabs

At the top of the Dashboard, you can click a tab to see modules specific to that category.

• My View: Shows a default order of modules (if you haven’t customized the Dashboard) or your custom order (if you have customized the Dashboard). Modules in the My View tab can include: Past Due Invoices, No Payments Scheduled, Expired Memberships, Soon to Expire Memberships, No Active Memberships, Pipeline Prospects, Distribution Prospects, and Absent Alerts. Click here to read the article on how to customize your Dashboard.
• Revenue: Shows the Past Due Invoices and No Payments Scheduled modules. If you have a billing integration, you will also see modules for Declined Recurring Billings and Inactive Unpaid Billings (recurring billings that are automatically inactivated after 5 declines).
• Memberships: Shows the Expired Memberships, Soon to Expire Memberships, and No Active Memberships modules.
• Prospects: Shows the Pipeline Prospects and Distribution Prospects modules.
• Alerts: Shows the Absent and Frozen Students modules.

To collapse a module, click the ^ in the upper-right corner of the module. Click the v to expand a collapsed module.

If you see up and down arrows in the column headings (called carets), you can click to sort that column’s data.

If a module has more data, you can click the View More+ or View All buttons. Some modules will have an Actions menu; click the Actions and then Export to download a .csv of the data from that module.

Right side modules

The modules on the right side of the Dashboard also show important information:

• Vitals: Shows the number of Active students (orange), New students (green), Lost student (red), and the Growth as a percentage (blue). Click the New, Active, or Lost number to go the the Student List with only those students shown.
• Getting Started Checklist: Shows tasks that you’ll want to do soon after you opened your Kicksite account. Click the links in the list to go to the appropriate page to add information. (Note that you’ll only see this module if you recently opened your Kicksite account. If you’ve been with Kicksite for a while or you completed the checklist, you will not see it.)
• Birthdays: Shows people with birthdays in the current and upcoming months.
• Calendar: Shows appointments and tasks so you can quickly see current or upcoming appointments, as well as classes and events.
• Recent Activity: Shows recent changes within your Kicksite account, such as adding a Student, paying an Invoice, or changing the status of a Prospect.