Introduction
Your Clubworx Dashboard is fully customizable, allowing users to add and manage up to 40 reports/dashlets to help you better understand your business at a glance. This article will show you how to:
Add and remove dashlets
Customize individual dashlets
Set goals for active Member and Prospect dashlets
Manage dashlet permissions (for account owners)
Adding Dashlets
Click the “Add Dashlet” button in the top-right corner.
A list of available dashlets will appear (based on permissions set by the account owner).
Use the on/off toggle to hide or display your default dashlets.
Add new dashlets by clicking the “+ Add” button.
Once added, dashlets will appear in your dashboard layout.
Note: You can add up to 40 dashlets to your dashboard.
Customizing Dashlets
Each dashlet can be customized to fit your needs:
Click the gear icon (⚙️) on the dashlet you want to edit.
Modify data filters (e.g., date ranges, or specific metrics)
Click Save Changes to apply your customizations.
Setting Goals for Active Member Dashlets
If you have an Active Member Dashlet or Prospect Dashlet, you can set goals to track performance:
Click the goal-setting link inside the dashlet.
Enter a target value
Select the time frame (daily, weekly, monthly).
Click Save Goal to apply.
Your goal progress will now be displayed inside the dashlet.
Hide, Refresh or Manage Dashlet Settings
Hide
If you no longer need a dashlet:
Click the gear icon (⚙️) on the dashlet.
Select Hide Dashlet from the options.
Confirm the removal.
Refresh Cached Data
If you have made changes to records in your account and these changes are not reflecting on your dashlet, you may need to refresh.
Click the gear icon (⚙️) on the dashlet.
Select Refresh Cached Data from the options.
Manage Dashlet Settings
If you want to adjust/change the filters on your dashlet:
Click the gear icon (⚙️) on the dashlet.
Select Manage Settings from the options.
You will now be able to update the dashlet name, access settings and data filters related to that dashlet.
Managing Dashlet Permissions (For Account Owners)
Account owners determine which dashlets users can add:
Go to Admin Settings > Dashboard Management.
Open the Dashlet Permissions section.
Enable or disable dashlets for different user roles.
Click Save Changes to update access.
Troubleshooting & FAQs
Q: I can’t add a new dashlet.
A: You may have reached the maximum limit of 40 dashlets. Try removing an existing dashlet before adding a new one.
Q: Why don’t I see all dashlets in the selection list?
A: Your account owner controls which dashlets are available. Contact them for access.
Q: How do I reset a dashlet to default settings?
A: Click the gear icon (⚙️) on the dashlet and select "Reset to Default".
Need More Help?
If you have additional questions, visit our Help Center or contact Support.