> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Analyze utilization, revenue, customers, and services in one place with custom, shareable dashboards.

With dashboards in anny, you analyze key metrics around utilization, revenue, customers, and services clearly in one place. You can build custom reports, define time periods flexibly, configure widgets, and share relevant dashboards with your team.

## How do dashboards work?

In the admin area, you reach the dashboards through the **Dashboard** menu item in the left sidebar. There you see an overview of your private and shared dashboards.

### Create a dashboard

<Steps>
  <Step title="Create the dashboard">
    Click **+New** in the top right and give your dashboard a name (for example, Office CGN).
  </Step>

  <Step title="Optional: share the dashboard">
    Turn on the toggle to share the dashboard with your organization. Shared dashboards are visible to authorized users.
  </Step>

  <Step title="Add widgets">
    Click **Widgets** and select the reports you want. You can add an unlimited number of widgets per dashboard and arrange them by drag-and-drop using the six grey dots.
  </Step>
</Steps>

### Private vs. shared dashboards

|            | Private dashboards  | Shared dashboards                                   |
| ---------- | ------------------- | --------------------------------------------------- |
| Visibility | Only for you        | For authorized users                                |
| Ideal for  | Personal reports    | Team-wide reports (for example, Marketing, Revenue) |
| Impact     | No impact on others | Consistent data basis for meetings                  |

### Roles and permissions

In the admin user management, you define per role which shared dashboards are visible:

* **Dashboard (All)**: access to all shared dashboards
* **Dashboard Selection**: access to one specific dashboard only

You can also set permissions per widget category, so you control which reports a role is allowed to see.

## Widget overview

Widgets are the individual reporting building blocks of your dashboard. Each widget has its own time period and its own filter options.

### General widget functions

* **Fullscreen mode**: open any widget in fullscreen for detailed analysis
* **Time period per widget**: dynamic periods (for example, this week, last 30 days) or a custom period with a freely chosen start and end date (max. 365 days)
* **Consistent resource colors**: all widgets use the same colors per resource
* **Export**: download via the three dots in the top right of the widget as CSV (raw data) or PNG (image export)
* **Display options**: depending on the widget, you can adjust the legend, averages, and other display settings

<CardGroup cols={2}>
  <Card title="Booking widgets" icon="calendar-check">
    Booking volume, trends, check-ins, and an operational preview of upcoming appointments.
  </Card>

  <Card title="Customers" icon="users">
    Top customers, customer growth, and a new-customer overview.
  </Card>

  <Card title="Finances" icon="coins">
    Balance, total revenue, MRR, booking code sales, and revenue by product.
  </Card>

  <Card title="Analytics" icon="chart-line">
    Utilization, heatmaps, top resources, category distribution, quotas, and more.
  </Card>

  <Card title="Queues" icon="ticket">
    Ticket reports for citizen and service offices.
  </Card>
</CardGroup>

***

### Booking widgets

<AccordionGroup>
  <Accordion title="Bookings by date">
    Shows the number of bookings over time as a bar chart. Depending on the grouping, bookings are also segmented (for example, by resource, service, or UTM source).

    Typical questions: Which days are booked especially heavily? Are there weekly patterns? Which campaign brings the most bookings?
  </Accordion>

  <Accordion title="Bookings by creation date">
    Shows when bookings were created in the system, regardless of the actual booking time. The creation date is always in the past. Distinction: Bookings by date shows the date the booking takes place, this widget shows when the booking came in.
  </Accordion>

  <Accordion title="New bookings">
    Shows the newly received bookings and the related revenue within the selected period. Well suited for daily or weekly monitoring and short-term performance analysis.
  </Accordion>

  <Accordion title="Up next">
    Operational preview of the upcoming bookings for the next 7 days. Shows time, resource, status, and check-in option. You can adjust the columns via the gear icon.
  </Accordion>

  <Accordion title="Booking requests">
    Shows all open booking requests that have not yet been confirmed or declined. You can confirm or decline requests directly from the widget and optionally send a message along with it.
  </Accordion>

  <Accordion title="Check-Ins">
    Real-time overview of currently checked-in bookings relative to the total (for example, 2/5 checked in).
  </Accordion>

  <Accordion title="Peak times and days">
    Shows when your resources are busiest: by weekday or by time of day. Helps with capacity planning, staff planning, and price optimization.
  </Accordion>
</AccordionGroup>

### Customers

<AccordionGroup>
  <Accordion title="Top customers">
    Your highest-revenue or highest-booking customers within the selected period. You choose the metric: bookings, revenue, or both combined. Ideal for identifying key accounts.
  </Accordion>

  <Accordion title="Customer growth">
    Shows how new-customer acquisition develops over time. A customer counts as new when their first booking happens within the selected period. Includes a comparison to the previous period.
  </Accordion>

  <Accordion title="New customers">
    Table of all new customers from the last seven days. Updates automatically and shows the newest entries chronologically.
  </Accordion>
</AccordionGroup>

### Finances

<AccordionGroup>
  <Accordion title="Balance">
    Shows the current account balance based on all booked revenue and payments, including pending payments.
  </Accordion>

  <Accordion title="Total revenue">
    Total income within the selected period, broken down by bookings, subscriptions, and packages. Revenue is evaluated by the day it arises (invoice creation), not by the booking time. Tax view: gross, net, gross after fees, net after fees. Status filter: draft, open, paid, online.
  </Accordion>

  <Accordion title="MRR">
    Monthly recurring revenue from active subscriptions. One-time bookings or packages are not included.
  </Accordion>

  <Accordion title="Booking code sales">
    Sales statistics for vouchers and multi-cards, grouped by package over time. Reflects the time of purchase, regardless of redemption.
  </Accordion>

  <Accordion title="Revenue by product">
    Breaks down revenue by individual products and compares it to online transaction fees. You can export the overview as a PDF.
  </Accordion>
</AccordionGroup>

### Analytics

<AccordionGroup>
  <Accordion title="Utilization">
    Percentage usage of your resources within the selected period. Filterable by resource, service, category, group, community, and address.
  </Accordion>

  <Accordion title="Heatmap">
    Booking distribution as a matrix. You can choose day x hour (weekly analysis) or day x month (seasonal view). The darker a cell, the higher the utilization.
  </Accordion>

  <Accordion title="Utilization heatmap">
    Shows the utilization of workspaces and rooms on an interactive map (including 3D view), per location or across locations.
  </Accordion>

  <Accordion title="Top resources">
    The highest-performing resources based on bookings, revenue, or both. Shown as a bar chart.
  </Accordion>

  <Accordion title="Top services">
    The most popular and highest-revenue services within the selected period. Compares usage and economic performance.
  </Accordion>

  <Accordion title="Category distribution">
    Distribution of bookings or revenue across your categories as a pie or donut chart. Shows the leading category with its percentage share.
  </Accordion>

  <Accordion title="Tests by date">
    Available when the Certificates feature is enabled. Shows completed or planned tests over time.
  </Accordion>

  <Accordion title="Provided resources">
    Visualizes duration, cost, and number of appointments for provided resource assignments. You can choose duration and cost or count and cost.
  </Accordion>

  <Accordion title="Booking frequency">
    Average bookings per customer over time. Filterable by all customers or active customers only, and by resource, service, or category.
  </Accordion>

  <Accordion title="Quota utilization">
    Usage rates of quotas over time, split by allocation type (community or subscription). Shows what percentage of the assigned credit is actually used.
  </Accordion>

  <Accordion title="Current quota usage">
    Open quota assignments aggregated per quota. Compares used value to total value in stacked bars. Filterable by allocation type.
  </Accordion>

  <Accordion title="Waiting list by resource">
    Number of active waiting list spots grouped by resource. Makes bottlenecks and high-demand resources instantly visible.
  </Accordion>

  <Accordion title="Bookings by role">
    Evaluates daily bookings by user role. Lets you run a target-actual check on defined presence quotas (for example, a minimum number of first-aiders on site).
  </Accordion>

  <Accordion title="Cancellation reasons">
    Shows the cancellation reasons within the selected period as absolute values. Helps you analyze why bookings are cancelled.
  </Accordion>
</AccordionGroup>

### Queues

<AccordionGroup>
  <Accordion title="Tickets per user">
    Number of closed tickets per staff member, grouped by queue. Makes workload and distribution across the team visible.
  </Accordion>

  <Accordion title="Tickets by date">
    Number of tickets closed each day, split by queue. Shows trends over time and seasonal peaks.
  </Accordion>
</AccordionGroup>

## When do I use this?

* **You want to share KPIs across the team**: create a shared dashboard and assign permissions per role.
* **You need a quick daily overview**: use the New bookings and Up next widgets on a private dashboard.
* **You want to measure campaign impact**: group Bookings by date by UTM source.
* **You are planning capacity or staff**: use Peak times and days, Utilization, and the Heatmap.
* **Not suitable for**: tabular raw-data exports. Use [(Automatic) Exports](/en/automatic-exports) for that.

## Settings and options

| Setting (admin)                 | Description                                         |
| ------------------------------- | --------------------------------------------------- |
| +New                            | Creates a new dashboard                             |
| Toggle Share with organization  | Makes the dashboard visible to authorized users     |
| Widgets                         | Opens the widget selection                          |
| Time period (per widget)        | Dynamic or custom period (max. 365 days)            |
| Grouping (per widget)           | Segments by resource, service, category, UTM source |
| Tax view (revenue widgets)      | Gross, net, gross/net after fees                    |
| Status filter (revenue widgets) | Draft, open, paid, online                           |
| Drag-and-drop                   | Move widgets using the six grey dots                |
| Adjust columns                  | Configurable via the gear icon                      |

<Tip>
  Define standard dashboards for recurring reporting needs (for example, Operations, Revenue, Marketing) and share them, instead of having everyone maintain their own reports.
</Tip>

## Real-world examples

<AccordionGroup>
  <Accordion title="A coworking space tracks finances and subscriptions">
    A coworking space wants to evaluate revenue development and memberships centrally, to plan price changes based on data.

    <Steps>
      <Step title="Create a shared dashboard">
        Open **Dashboard** in the sidebar and click **+New**. Name it Finance and turn on the **Share with organization** toggle.
      </Step>

      <Step title="Add revenue widgets">
        Click **Widgets** and add **Total revenue** and **MRR**. Set the period to a custom 90-day range. For Total revenue, choose the Net after fees tax view and the Paid status.
      </Step>

      <Step title="Add booking code sales">
        Add the **Booking code sales** widget to see the sales of multi-cards and vouchers over time.
      </Step>

      <Step title="Restrict permissions">
        Go to **Avatar** (top right) and then **Manage admin users**. Create or edit the Finance role and enable access to the Finance dashboard and the Finances widget category.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="A company tracks seat utilization and first-aider presence">
    A company with desk sharing wants to monitor workspace utilization and make sure the minimum number of first-aiders is on site every day.

    <Steps>
      <Step title="Create a dashboard">
        Open **Dashboard** and click **+New**. Name it Office Compliance and turn on **Share with organization**.
      </Step>

      <Step title="Add the utilization widget">
        Add the **Utilization** widget. Filter by your location's address and the Workspace category. Set the period to this week.
      </Step>

      <Step title="Add Bookings by role">
        Add the **Bookings by role** widget. It shows the daily target-actual evaluation: how many people with the First-aider role have a booking on each day?
      </Step>

      <Step title="Review the result">
        In the Bookings by role widget, you see at a glance whether the minimum quota is met on the coming days. If it falls short, you can proactively invite qualified people into the office.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="How do I export widget data?">
    Click the three dots in the top right of the widget and choose **Download CSV** (raw data) or **Download PNG** (image export). The export respects the currently set period and the active filters.
  </Accordion>

  <Accordion title="Why can't a team member see a shared dashboard?">
    Check in **Avatar** and then **Manage admin users** whether the person's role has access to the specific dashboard and the relevant widget categories.
  </Accordion>

  <Accordion title="Why do the numbers in my widget differ from what I expected?">
    First check the set period (dynamic vs. custom period) and the active filters (resource, community, address, status). Each widget has its own settings.
  </Accordion>

  <Accordion title="How do I create marketing reports for campaign analysis?">
    Group the Bookings by date widget by **UTM source**. Combine this with grouping by date to compare the performance of individual channels over time.
  </Accordion>

  <Accordion title="How many dashboards can I create?">
    There is no limit. You can create an unlimited number of private and shared dashboards.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My shared dashboard is not showing for other users">
    The affected person's role has no access. Go to **Avatar** and then **Manage admin users**, edit the relevant role, and enable access to the dashboard.
  </Accordion>

  <Accordion title="The revenue numbers in the widget don't match my invoices">
    The Total revenue widget evaluates by the date revenue arises (invoice creation), not by booking time. Also check the tax view and the status filter.
  </Accordion>

  <Accordion title="The heatmap shows utilization at the wrong times">
    Check whether the time zone in your account settings is set correctly. If it is off, the displayed hours can be shifted.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> UI path: Dashboard (left sidebar), then +New to create. Permissions path: Avatar (top right), then Manage admin users, then edit role, then dashboard permissions. Time period limit: max. 365 days for custom periods per widget. Export per widget: three dots (top right), then CSV or PNG. No plan gate: dashboards are available in all plans. Default widgets on creation: Bookings by date and Utilization. Distinction: Dashboard provides visualizations, Exports provide tabular raw data. Cancellation reasons widget: absolute instead of relative values since 22.07.2026. Total revenue widget: payment status filter available since 06.07.2026. Bookings by role: checks target-actual of role quotas (for example, first-aiders). Based on account roles in the Skills category.