The Dashboard feature in HirePOS provides a snapshot of your key business metrics for quick reference.

To access the Dashboard, follow these steps:

1. Go to the Home screen.

2. Choose the Dashboard tile.

If you wish to add extra tiles to the Dashboard, you can do so by following these steps:

1. While on the Dashboard screen, click the "Customise Dashboard" link, which is located towards the bottom left.

2. Depending on your user permissions, you will see a variety of tiles available for customisation. It's important to note that HirePOS Admin users have access to all available tiles for customisation.

Displays count of active Bookings/Invoices for the next 4 days that do not require a delivery.

Displays count of active Bookings/Invoices for the next 4 days that do not require a pickup.

Displays count of active Bookings/Invoices for the next 4 days that require a delivery.

Displays count of active Bookings/Invoices for the next 4 days that require a pickup.

Displays count of Bookings/Invoices per month for both the previous and next 12 months.

The New Customers vs Churned (per Month) dashboard tile provides a visual representation of New Customers and Churned Customers on a monthly basis.

New Customers Calculation

New customers are calculated based on the first Invoice Date of all active customers in the system.

Churned Customers Calculation

Churned customers are calculated based on the last Invoice Date of all inactive customers in the system.

Displays total payments received per month for the last 12 months with comparisons on the previous 12 months.

Displays total sales amounts (Invoices) per month for the last 12 months with comparisons on the previous 12 months.

Displays average sales amounts (per Invoice) per month for the last 6 months with comparisons on the previous 6 months.

The Sales Conversion Rates (% per month) will display the customers that have been successfully 'converted'.

In the context of HirePOS and this dashboard tile, both "Bookings" and "Invoices" count as converted records.
Quotes and Reservations count as "unconverted" records in the context of this tile.
Additionally, only the record date (quote date, booking date, invoice date) is considered by this tile.

For a more detailed look at Quote conversation progress, consider using the dedicated Quote screen In HirePOS. You can access this from the main menu (CRM > Quotes)

Displays count of Recurring Invoices due to be created and count of Recurring Invoices not emailed yet.