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

# What are dashboards and the insight tabs?

> The Dashboards, Revenue, Retention and Operations tabs summarise your club from a nightly snapshot you can refresh on demand.

<Note>
  **Must know**

  * These tabs read a snapshot taken nightly, not live data. The header shows **Last synced** and a **Sync now** button when you need today's numbers.
  * They are part of the **Reports** feature and need the *View Financials* permission. Staff without it do not see these tabs at all: **Reports** opens on **Club reports** for them. There is no classic view of them — CCM had nothing comparable.
</Note>

**Dashboards** is a widget board. The menu offers **My dashboards**, **New dashboard…**, **Edit layout**, **Add widgets**, **Save layout**, **Rename…**, **Set as my default**, **Share with org** and **Make personal**. Widgets include **Revenue (MTD)**, **Revenue (YTD)** (with the amount taken in your club's current season, when a season is active), **Active members**, **New members (30d)**, **Churned (30d)**, **Outstanding AR**, **Refund rate**, **Revenue by program**, **Members by level**, **Members by age** and **Cohort retention**. A new dashboard starts with six: Revenue MTD, Active members, New members, Outstanding AR, Revenue by program and Members by level.

**Revenue** shows **Gross revenue (MTD)**, **Net revenue (MTD)**, **Avg / member**, **Avg / household** and **Refund rate**, with panels for **Revenue by program (MTD)**, **Accounts receivable** (ageing) and **Fees (MTD)**. It can be filtered by program.

**Retention** covers **Active members**, **Cohort retention** and **Household concentration**, broken down by level and by age.

**Operations** shows **Org capacity utilization**, **Waitlisted across org**, **Avg no-show rate (30d)** and a **Programs** table with enrolled, utilization, waitlist and no-show columns.

Any of these views can be kept with **Save current view**, after which it appears under **Saved reports** and can be scheduled like a club report.

**Related:** [What are club reports?](/club/reports/what-are-club-reports) · [How do I email a report on a schedule?](/club/reports/how-do-i-email-a-report-on-a-schedule) · [What is the financial overview?](/club/money/what-is-the-financial-overview)


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