With the dashboards in anny, you can analyse key figures relating to capacity utilisation, turnover, customers and services clearly in one place. You can create individual evaluations, flexibly define time periods, configure widgets and share relevant dashboards with your team.
This allows you to present operational developments, financial key figures and marketing performance in a structured way – tailored to different roles and areas of responsibility within the company.
Creating a dashboard
In the admin area, you can access the dashboard overview here or by clicking on Dashboard (in the menu on the left). To create a new dashboard, proceed as follows:
Go to +New in the top right-hand corner
Assign a name for the dashboard (e.g. Office CGN)
Optional: By activating the toggle, the board can be shared with the organisation.
Private vs Shared Dashboards
Private Dashboard | Shared Dashboard |
✅ Only visible to you | ✅ Visible to multiple users (depending on role permissions) |
✅ Ideal for personal evaluations or individual analyses | ✅ Suitable for team-wide reports (e.g. marketing, revenue) |
✅ No impact on other users | ✅ Uniform data basis for meetings and coordination |
Roles & permissions for shared dashboards
In the admin user management, you can define for each role for shared dashboards whether access is granted:
Dashboard (All): includes all shared dashboards
Dashboard selection: includes only the selected dashboard
Widget Guide
Various widgets are available to help you evaluate your data optimally. You can select these via Widgets and add them to your dashboard.
Notes on use
Widgets can be opened in full-screen mode.
Resource colours are consistent across all widgets.
The time period is defined per widget and can be flexibly adjusted:
Dynamic time periods (e.g. ‘this week’, ‘last 30 days’)
Custom time period with freely selectable start and end dates
Custom time periods allow you to view data for up to 365 days
Depending on the widget, display options can be customised, for example:
Show or hide legend
Display average values
Additional display-related settings per widget
The time period is defined per widget and can be flexibly adjusted
Booking widgets
Bookings by date
Bookings by date
The ‘Bookings by date’ widget shows the number of bookings over time. The data is displayed as a bar chart per day within the selected period.
Depending on the selected grouping, the bookings are additionally segmented (e.g. by resource or service).
Typical analysis questions
Which days are particularly busy?
Are there seasonal or weekly patterns?
Which resource contributes most to bookings on a given day?
How has demand developed compared to the previous month?
Bookings by creation date
Bookings by creation date
The ‘Bookings by creation date’ widget shows when bookings were created in the system, regardless of when they take place.
Important:
The creation date is always in the past, as a booking can only be created retrospectively.
In contrast, ‘Bookings by date’ refers to the date on which the booking takes place (i.e. often future dates).
This widget therefore answers the question → When was the booking made?
Typical use cases:
Analysis of daily booking receipts
Measuring the success of campaigns (When was the booking made after campaign xyz?)
Identification of booking peaks (e.g. after newsletters, event announcements)
Analysis of booking behaviour (e.g. short-term vs. long-term bookings)
New bookings
New bookings
The widget displays new bookings and the corresponding revenue for the selected period. By default, the focus is on a quick performance overview, e.g. for day-to-day business. However, the period can be flexibly adjusted to analyse weekly or monthly developments.
The widget is particularly suitable for:
Daily or weekly monitoring
Short-term performance analyses
Evaluation of current marketing measures
Management dashboards with a focus on new revenue
Up next
Up next
The widget shows an overview of upcoming bookings for the next 7 days.
It serves as an operational preview and helps teams keep track of upcoming appointments – including time, resources, status and check-in options. The columns can be customised using the ⚙️ icon.
Check-Ins
Check-Ins
The widget shows how many bookings are currently checked in. It provides a real-time overview of how many active uses are currently taking place – in relation to all bookings in the selected period.
The upper area displays:
Number of checked-in bookings
Ratio to total number (e.g. 2 / 2 checked in)
Peak Times and days
Peak Times and days
The “Peak times & days” widget shows when your resources are most heavily utilized—either by weekday or by hour.
It helps you identify typical usage patterns and make data-driven operational and strategic decisions.
At a glance, you can see:
Which days of the week have the most bookings
At what times utilization is highest
Where potential capacity bottlenecks arise
Which times still offer growth potential
The widget is particularly suitable for capacity planning, personnel planning, price or tariff optimization, and identification of peak times.
Customers
Top-Customers
Top-Customers
The customers with the highest sales or bookings in the selected period are displayed. Depending on the metric selected, you can analyze:
Which customers made the most bookings
Which customers generated the highest sales
Or view both metrics combined
The widget is particularly suitable for:
Sales and customer analyses
Identification of key accounts
Prioritizing existing customers
Basis for upselling or loyalty measures
Customer growth
Customer growth
The development of new customer acquisition over time. The total number of new customers (in the selected period) is displayed in comparison to the previous period (including percentage change).
The graphical representation visualizes when new customers were added and how growth is developing. A customer is considered new if their first booking in the system took place during the selected period.
New customers
New customers
The widget displays a table showing all new customers from the last seven days.
This gives you a quick overview of who has newly registered or made their first booking. Ideal for keeping track of growth, following up on new contacts, or proactively engaging in customer communication.
The table updates automatically and displays the latest entries chronologically.
Financial
Balance
Balance
Display of the current account balance based on all transactions and payments posted in the system. It provides a quick overview of:
The current total balance
Pending payments (e.g., amounts not yet finally posted)
Total sales
Total sales
The widget shows the total revenue for the selected period, broken down by bookings, subscriptions, packages, and other types of sales, if applicable. Total sales are evaluated according to the date on which the sales were generated, i.e., the date on which the booking was made and the invoice was created. The decisive factor is not when the booking actually takes place, but when the sales were actually generated. This allows you to see:
How revenue is developing
Which types of revenue account for the largest share
Whether there are strong fluctuations or peaks
Which days are particularly strong or weak in terms of revenue
Use the tax view to define how revenue is displayed: gross, net, gross after fees, net after fees. Here, the anny fees are deducted from the total revenue.
Under Status, you can define which booking or payment statuses are taken into account, e.g.: Draft, Open, Paid, Online
This allows you to display only sales that have actually been realized (status “Paid”), for example.
MRR
MRR
The monthly recurring revenue from subscriptions is displayed. It only shows revenue from ongoing, recurring contracts – one-time bookings or packages are not included here.
Typical analysis questions
How high is our current monthly recurring revenue?
Is our MRR growing or declining over the course of the year?
Which subscriptions contribute most to MRR?
How stable is our recurring revenue level?
Analytics
Occupancy
Occupancy
The widget shows the percentage usage of your resources in the selected period. It shows how heavily individual resources, categories, or the total inventory are being used and helps you quickly identify over- or underutilization.
The display is in percent (%) and is particularly suitable for capacity planning, performance analyses, and strategic decisions such as price adjustments or expansions of the product range.
Heatmap
Heatmap
The heat map shows the distribution of bookings in a clear matrix display by time. The darker a field is colored, the higher the utilization in that period. This allows you to quickly identify peak times, periods of low utilization, and recurring usage patterns.
You can select day × hour (utilization by weekday and time) or day × month (distribution over the course of the month). This makes the heat map suitable for both operational weekly analyses and seasonal observations.
The slider below the heat map can be set to 7, for example, so that only periods with utilization greater than 7 are displayed. This allows you to highlight strong peaks while hiding low-utilization time slots. The slider does not change the database, but only filters the visual display.
Occupancy-Heatmap
Occupancy-Heatmap
The utilization heat map shows which workstations and rooms are particularly busy – either per location or across locations. The data is displayed on an interactive map (including a 3D view), making geographical differences immediately apparent. The color intensity shown indicates the relative utilization during the selected period.
The utilization heat map is particularly suitable for location comparisons, strategic space planning, capacity decisions, and identifying growth or optimization potential.
Top-Resources
Top-Resources
The most powerful resources in the selected period based on bookings, revenue, or both metrics are displayed. This allows you to see:
The display is in the form of a bar chart and can visualize both the number of bookings and revenue, depending on the selected metric.
Typical use cases
Which rooms generate the most revenue?
Which resources are in particularly high demand?
Are there resources with many bookings but low revenue?
Where is there potential for upselling or price adjustments?
Top-Services
Top-Services
The widget displays the most popular and highest-grossing services in the selected period. It helps you understand which services/booking options are booked most frequently and how much revenue they generate.
The data is displayed as a bar chart. Depending on the selected metric, bookings, revenue, or both values are displayed. This allows you to directly compare usage and economic performance.
Category distribution
Category distribution
This shows how bookings or revenue are distributed across your categories (e.g., flex desk, meeting room, course, coaching, etc.). The display can be either a pie chart or a doughnut chart, allowing you to see at a glance which categories account for the largest share.
To the left of the chart, the leading category is highlighted with its percentage share. Below that, you can see the other categories with their respective shares – this allows you to quickly identify focal points and dependencies in your offering.
Typical use cases
Which category dominates my booking volume?
Which category contributes most to revenue?
Am I heavily dependent on one category?
Is there growth potential in smaller categories?
Tests by date
Tests by date
The widget is available when the “Certificates” feature is enabled. It displays all completed or scheduled tests over time and enables transparent evaluation of examination activities.
FAQ
How can data be exported from widgets?
How can data be exported from widgets?
Data from a widget can be exported directly from the dashboard. Here's how it works:
Go to the desired widget.
Click on the three dots (⋯) in the upper right corner of the widget.
Select one of the following export options:
Download CSV → Export the underlying data for further processing (e.g., in Excel)
Download PNG → Export the current widget view as an image (ideal for presentations or reports)
The export always takes into account the currently set filters and the selected time period of the widget. If numbers differ, first check the time period and filter settings.
How can I customize the layout of the dashboard?
How can I customize the layout of the dashboard?
Arrange your widgets using drag and drop via the 6 gray dots and move them to the position that suits you best.
How do I create marketing reports for campaign analysis?
How do I create marketing reports for campaign analysis?
For marketing evaluations, you can group bookings by UTM source. Recommended procedure:
Group bookings by UTM source.
Group additionally by date to see the development over time.
This allows you to:
Compare campaign channels.
Identify performance trends.
Optimize marketing measures based on data.