Dashboard
Dashboard widgets
Omoplata provides a library of widgets that surface key information across two pages: the main Dashboard (your daily operational view) and the Analytics page (your strategic, long-term view). Each widget is a self-contained card that loads its own data and updates independently. This page documents every available widget, organized by category.
Permission-based visibility
Widgets only appear if your account has the required permission. For example, you need "see finance transactions" to view financial widgets and "see members overview" to view member-related widgets. If a widget is missing from your screen, ask your club administrator to check your role permissions.
Financial widgets
These widgets help you understand the money flowing through your club -- from membership revenue and expense tracking to invoice status and payment health.
Finance overview
Page: Analytics | Permission: see finance transactions
A line chart showing income and expenses over time. You can switch between three time periods using the dropdown: last month, last quarter, or last year. Income is rendered as a green filled area and expenses as a red filled area, making it easy to see whether your club is operating in the positive.
When there are membership charges scheduled for the rest of the current month that have not yet been collected, the chart also displays a dashed "projected" line. This gives you a forward-looking estimate of where your monthly income will land once all pending charges are processed. The projection accounts for active memberships, scheduled fees, and any paused memberships.
Budget overview
Page: Analytics
A bar chart comparing your scheduled budget, expenses, and income month by month. Each month shows three stacked bars with a color-coded legend:
- Scheduled -- the amount you planned to spend.
- Expenses -- what you actually spent.
- Income -- what came in.
Summary cards above the chart show the totals for each category along with percentage change indicators, so you can see at a glance whether income is trending up and expenses are under control. You can filter the view by time period (for example, last year).
Revenue forecast
Page: Analytics | Permission: see finance transactions
A forward-looking line chart that projects your club's revenue based on current membership data and historical growth trends. Two lines are plotted:
- Existing revenue -- the recurring revenue you can expect from current active memberships.
- Growth revenue -- a projected line based on your recent growth rate, shown as a dashed line.
You can forecast 3, 6, or 12 months ahead using the period selector. The growth percentage is displayed below the title so you can see the monthly growth rate being applied. This widget is especially useful for planning -- whether you are considering hiring another coach, expanding your mat space, or investing in new equipment.
Failed payments ratio
Page: Analytics | Permission: see finance transactions
Displays the percentage of failed payments out of all processed payments for the current month as a single, bold number. A healthy club should see this number close to zero. If the ratio climbs, it usually means members have expired credit cards or insufficient funds, and you should follow up before it affects your cash flow.
Watch this number
A failed payment ratio above 5-10% is a warning sign. It often indicates that many members need to update their payment methods. Consider sending a bulk reminder or reaching out individually to avoid revenue loss.
Unpaid invoices
Page: Dashboard | Permission: see finance invoices
Lists members with outstanding invoices, sorted by total amount owed (highest first). For each member you can see:
- Number of open invoices and how many are overdue.
- Total outstanding amount in your club's currency.
- The next due date.
Clicking a member's row navigates to their transaction history. A "View all" link at the top takes you to the full invoices list filtered to open status. The widget shows up to 8 members to keep the view concise.
Recent transactions
Page: Analytics
A tabbed list of recent financial transactions with three views: Incoming, Outgoing, and Pending. Each transaction shows the type (for example, "Membership"), a description, the amount, and the date. This gives you a quick scrollable feed of money movement without needing to open the full finance section.
Spending summary
Page: Analytics
A half-donut chart breaking down your club's spending by category (for example, Salaries, Utilities, Others). Below the chart, each category shows its individual total. A note at the bottom reminds you of your weekly spending limit if one is configured. You can change the time period to review spending over different intervals.
Invoices donut chart
Page: Analytics | Permission: see finance invoices
A doughnut chart showing the split between paid and outstanding invoice amounts for the current month. The chart uses green for paid and amber for outstanding. Hovering over a segment shows the exact amount in your club's currency. This provides an instant visual answer to "how much of this month's billing has been collected?"
Member widgets
These widgets give you visibility into your membership base -- who is active, who might be leaving, where your members live, and what your demographic mix looks like.
At-risk members
Page: Dashboard | Permission: see members overview
Identifies members with active memberships who have not attended any classes in the last 30 days. The widget shows up to 10 members, sorted by who has been absent the longest. Each row displays:
- The member's profile photo and name.
- When they were last seen (for example, "Last seen January 12, 2026") or "Never attended" if they have no attendance records.
- A badge showing the relative time since their last visit (for example, "3w 2d ago").
If your club has multiple demographics (for example, Adults and Kids), use the dropdown filter to narrow the list. A link at the bottom navigates to the full member list pre-filtered to at-risk members.
Members map
Page: Analytics | Permission: see members overview
An interactive Google Map showing where your members live. Each marker represents a geographic location and displays the number of members at that address. The map automatically zooms to fit all markers.
Member addresses are geocoded via the Google Maps Geocoding API when they are first entered, and the latitude/longitude coordinates are stored for fast loading. This widget is useful for understanding your club's geographic reach -- for example, if you are considering opening a second location, you can see where clusters of members are concentrated.
Plan members chart
Page: Analytics | Permission: see members memberships
A line chart tracking the number of active members over time, broken down by demographic group (for example, Adults, Kids, Competition Team). Each demographic gets its own colored line, so you can see growth trends for each segment independently.
You can switch between last month, last quarter, and last year using the period selector. The chart updates automatically when you change the period. This is valuable for answering questions like "Is our kids program growing faster than adults?" or "Did we lose competition team members after the summer?"
Next birthdays
Page: Dashboard | Permission: see members overview
Shows the five nearest upcoming member birthdays. Each entry displays the member's photo, name, birthday date, and how many days away it is. Birthdays happening today are flagged. Use this to send a personal message, announce it during class, or offer a small gift -- it strengthens the community feeling that keeps members coming back.
Retention
Page: Analytics | Permission: see members memberships
A cohort retention heatmap covering the last 24 months. Each row represents a monthly cohort (members who started in that month) and each column shows how many from that cohort are still active in subsequent months. The cells are color-coded by intensity -- darker cells mean higher retention.
Hovering over any cell shows the exact month and count (for example, "Jan 2025: 12"). This visualization makes it easy to spot patterns: are members who join in September (after summer break) more likely to stick around? Did a price change in March cause higher churn in the following months?
Reading the heatmap
Look at the diagonal trend from top-left to bottom-right. Consistent color means steady retention. If you see a sharp drop-off at the 3-month mark across many cohorts, that is the critical window where you should focus your retention efforts -- perhaps by scheduling belt promotions, goal-setting meetings, or social events around that timeframe.
Activity widgets
These widgets track what is happening on the mat -- class attendance, daily schedules, and operational alerts.
Attendance tracker
Page: Analytics
Displays individual member attendance status, grouping members into categories like "Absent" (no attendance for an extended period) and "Away" (missed recent sessions). Each member shows their profile photo, name, the plan they are on, and how long they have been absent. Status indicators use color coding -- faded for long absences and amber for shorter ones.
Attendance trend
Page: Analytics | Permission: see classes occurrences
A bar chart showing total check-ins per week over the last 12 weeks. Each bar represents one week's total attendance across all classes. This helps you identify seasonal patterns -- for example, you might notice attendance dips during school holidays or spikes after a competition. The chart loads lazily (only when scrolled into view) to keep the Analytics page fast.
Schedule
Page: Dashboard | Permission: see classes occurrences
A weekly class schedule with day-by-day navigation. The widget shows a 5-day view (Monday through Friday) and lets you navigate between weeks. For each day you select, all class occurrences are listed with:
- Class name and time range.
- Trainer assigned to the session.
- Member avatars showing who is confirmed or checked in.
- Spot count when the class has a capacity limit (for example, "8/16").
You can open a detailed attendance modal directly from the widget to check members in, review attendance intentions, or manage the participant list -- all without leaving the dashboard.
Alerts
Page: Dashboard | Permission: see alerts
The Alerts widget shows the most recent system-generated alerts, with a badge counting how many are still open. Alerts are categorized (system, member, membership) and color-coded by status:
- Open (red) -- needs attention.
- In progress (amber) -- being worked on.
- Done (green) -- resolved.
- Ignored (gray) -- dismissed.
You can mark alerts as done or ignored directly from the widget. Completed alerts fade out after a few seconds and a "Reload" button appears to refresh the list. A "View all" link takes you to the dedicated Alerts page where you can see the full history and filter by status or category.