Get ready to see your business like never before!
The BI Dashboard is your brand-new home for insights — to track key metrics across Clients, programs, and performance — all in one visual, powerful view.
Currently, the dashboard includes metrics for General, Training, and Nutrition — and this is just the beginning. More dashboards and analytics are coming soon!
1. Accessing Your Dashboard
Owners can access the BI Dashboard from the Coach webpage under the BI Dashboard tab.
When you first visit this tab, you’ll land on your main dashboard called “My Dashboard” — your personal space to pin and organize charts that matter most to your business.
- Note: Your dashboard will appear empty at first. You’ll customize it by adding (pinning) charts from the Dashboard Library. 
2. Filtering Your Data
Easily focus on specific periods by adjusting the time range filter at the top of your dashboard — choose from Last 30, 60, or 90 days.
These filters help you quickly analyze recent performance trends and identify changes over time.
3. Exploring the Dashboard Library
The Dashboard Library is your hub for all BI insights, featuring pre-built dashboards with key metrics shown in Metric Cards, Bar Charts, Line Charts, and Stacked Charts.
You can browse dashboards based on different focus areas:
- General Dashboard
Discover how your Clients engage with the platform — from activation rates and app usage to content engagement and integrations.
- Training Dashboard
Monitor Client training performance — from program completion and total workout time to adherence and consistency.
- Nutrition Dashboard
Track your Clients’ nutrition progress — see meals logged, logging consistency, and macro adherence across Calories, Protein, Carbs, and Fats.
4. Creating Your Custom Dashboard (Pinning Charts)
You can personalize your Main BI Dashboard by pinning charts from the Dashboard Library. Follow these steps:
- Browse through the General, Training, or Nutrition dashboards. 
- Find any chart you want to track regularly. 
- Click Pin — the chart will instantly appear on your Main BI Dashboard. 
You can Unpin charts anytime to remove them from your main view. This flexibility allows you to build a tailored dashboard that highlights the metrics most important to your business.
That’s it! With the BI Dashboard, you can effortlessly visualize your workspace’s performance, uncover trends, and make data-driven decisions — all in one place.
💡 Coming Soon: More dashboards and advanced filtering options will be added in upcoming updates to enhance your analytics experience.



