How to use analytics dashboards

Use this guide to view, create, and customise dashboards to monitor your clinic's performance in Cosmesoft.

For a high-level explanation of analytics, see About Analytics.

Where to find Analytics

• Navigate to Sidebar in the main menu.

• Click Analytics.

You can view your dashboards in either a Grid or List view using the icons in the top right.

Before you begin

Make sure:

• You have Manager or Admin access to view standard dashboards.

• You have Admin or Owner access if you wish to create or design custom dashboards.

• You know the specific Date Range or Location you want to report on.

Step 1 — Access and Navigate Dashboards

• Use the Search bar at the top to find a specific dashboard by name.

• Toggle between Grid View and List View to find your preferred scannable format.

• Click on a dashboard's name or thumbnail to open it and load live data.

Step 2 — Create a new dashboard

• Click the + New Dashboard button.

• Select a Template from the options (e.g. "Sales Overview" or "Clinic Performance").

• Enter a Dashboard Name and click Create.

• The dashboard will open and is now ready for customisation.

Step 3 — Customise a dashboard (Designer Mode)

If you have designer permissions, you can change the layout and metrics.

• Open the dashboard and click the Designer button (top right).

• Add Widgets — Choose from charts (Bar, Line, Pie) or data comparison boxes.

• Rearrange — Click and drag widgets to change their position.

• Resize — Click and drag the corner of any widget to make it larger or smaller.

• Click Save to apply your changes.

[Insert screenshot: <filename> — Screenshot – Dashboard Designer: widget library and drag-and-drop interface]

Step 4 — Use filters and insights

Refine the data shown in all widgets simultaneously.

• Date Range — Click the date filter for presets (e.g., This Month, Last Quarter) or a Custom Range.

• Location — Select one or more locations to see data for specific clinics.

• Staff — Filter to see metrics for individual clinicians or front-desk staff.

• Interact — Hover over charts to see exact values. Click on chart segments to "drill down" into the detailed data tables.

Step 5 — Manage and organise dashboards

• Click the ... (More Actions) menu on any dashboard card or row.

• Favourite — Mark important dashboards for quick access at the top of your list.

• Duplicate — Create a copy of an existing dashboard to use as a starting point.

• Delete — Remove a dashboard that is no longer needed.