1. Bookings Overview (Top Section)
This card shows your key booking stats at a glance:
Completed
Upcoming
In Progress
Canceled
Pro tip: Use the filter at the very top of the page (Today / This Week / This Month) to instantly change what numbers appear here and throughout the entire dashboard.
2. Business Overview (Reporting Card)
Scroll down and you’ll see the money and growth metrics that matter:
Revenue (Realized vs Unrealized)
Profit (Realized vs Unrealized)
Refunds
Customers (New vs Lost)
Jobs (New vs Recurring)
The side-by-side comparisons make it dead-simple to spot trends without digging through reports.
3. Task Management (Stay on Top of To-Dos)
Every task you create in ScheduleDrop lives here.
Create a task in 10 seconds:
Click Create Task
Add a Title
Write a Description
Set Date & Time
Assign to any admin/user (yourself, your assistant, a tech — anyone on your team)
Optionally link it to a Contact
All tasks sync across the team so nothing slips through the cracks.
(We’ll dive deep into advanced task features in the “Task Management Masterclass” article.)
4. Upcoming Today (Right Sidebar)
This panel is your daily lifeline — it always shows every booking happening TODAY, no matter which date filter you picked at the top.
Never miss a job again.
5. Lightning-Fast Shortcuts
Two buttons on the dashboard save you clicks every single day:
View All Bookings → jumps straight to the full Bookings list
Go to Advanced Reports → opens your detailed booking reports instantly
That’s it! You now know exactly where everything lives in the dashboard and how to fly around your ScheduleDrop dashboard like a pro.