Welcome to the Home Page of RentalTide! This guide will help you navigate and utilize all the features available to you, ensuring you get the most out of your dashboard experience.
Introduction
The Home Page serves as your central hub, providing a comprehensive overview of your booking activities and financial performance. It features interactive charts, recent sales data, and customization options to tailor the dashboard to your preferences.
Dashboard Overview
Upon logging in, you'll be greeted with the Home Page dashboard, which includes the following key components:
NPS Survey: Participate in our Net Promoter Score survey to provide feedback.
Dashboard Header: Displays your personalized welcome message and quick access to customization settings.
Interactive Charts: Visual representations of your rental revenue and ticket sales.
Recent Sales Table: A detailed list of your latest bookings and transactions.
Theme Customization: Options to personalize the appearance of your dashboard.
Theme Customization
Personalize your dashboard to match your style and preferences with our theme customization feature. You can adjust colors, fonts, border radii, and switch between light and dark modes.
How to Customize Your Theme
Access Customization:
Click the "Customize Theme" button located in the dashboard header.
Color Scale:
Choose from a variety of color palettes such as Primary, Fuchsia, Violet, Blue, Green, Yellow, Red, and Orange.
Click on your preferred color to apply it to the dashboard.
Radius Scale:
Adjust the border radius of UI elements for a more rounded or flat appearance.
Options include None, Small (sm), Medium (md), and Large (lg).
Font Selection:
Select your preferred font from options like Roboto, Inter, Ubuntu, and Manrope.
The chosen font will be applied across the dashboard for better readability.
Color Mode:
Toggle between Light and Dark modes to suit your lighting environment and personal preference.
Save Your Settings:
Changes are applied in real-time and automatically saved to your user profile.
Understanding Your Data
The Home Page provides insightful data visualizations to help you monitor your business performance. Here's how to interpret each section:
Rental Revenue Chart
Description: Displays your projected rental revenue over the next 7 days.
Features:
Line Chart: Shows daily revenue trends.
Total Revenue: The sum of expected revenue for the upcoming week is highlighted above the chart.
Usage Tips:
Hover over data points to see exact revenue figures for each day.
Use this chart to identify peak revenue days and plan accordingly.
Tickets Sold Chart
Description: Illustrates the number of tickets sold each day for the next 7 days.
Features:
Bar Chart: Represents daily ticket sales.
Total Tickets Sold: Displayed above the chart to give an overview of your sales performance.
Usage Tips:
Analyze sales trends to understand customer demand.
Identify days with high sales to optimize staffing and inventory.
Tickets Sold by Boat Chart
Description: Breaks down the number of tickets sold per boat over the next week.
Features:
Bar List Chart: Lists each boat alongside the corresponding number of tickets sold.
Total Tickets Sold: Summarizes the total sales across all boats.
Usage Tips:
Determine which boats are most popular.
Allocate resources to high-demand boats to maximize efficiency.
Recent Sales Table
Description: Provides a detailed view of your most recent bookings and transactions.
Features:
Table Format: Lists bookings with relevant details such as booking ID, customer name, date, boat, and total price.
See More Button: Navigate to the full bookings page for an extensive view of all transactions.
Usage Tips:
Quickly review recent activities and identify any discrepancies.
Use the "See More" button to access comprehensive booking data for in-depth analysis.
Administrative Features
The Home Page includes administrative features that allow you to manage your account and settings effectively.
Switching Between Customers
You can switch between different customer profiles to manage multiple accounts seamlessly.
How to Switch Customers
Open Customer Selection Modal:
Press
Ctrl + Ion your keyboard to open the customer selection modal.
Select Customer ID:
From the dropdown menu, choose the desired customer ID you wish to manage.
Confirm Selection:
Click the "Confirm" button to apply the changes.
The dashboard will reload to reflect the selected customer's data.
Cancel Selection:
If you decide not to switch, click the "Cancel" button to close the modal without making changes.
Note: Ensure that you have the necessary permissions to switch between customer profiles. If you encounter any issues, please contact support for assistance.
Frequently Asked Questions (FAQs)
1. How do I customize the theme colors and fonts?
Answer: Click the "Customize Theme" button in the dashboard header. From the popover, select your preferred color scale, radius scale, font, and color mode. Changes will apply instantly and save automatically.
2. Why am I not seeing any data in the charts?
Answer: If there are no upcoming bookings within the next 7 days, the charts will display no data. Ensure that you have active bookings scheduled in the near future.
3. How can I view more than the recent sales listed in the table?
Answer: Click the "See More" button above the Recent Sales table to navigate to the full bookings page, where you can view all your transactions.
4. I'm having trouble opening the customer selection modal with Ctrl + I. What should I do?
Answer: Ensure you are pressing the correct key combination (
Ctrl + I). Additionally, verify that your account has the necessary permissions to access this feature. If the issue persists, contact support for assistance.
5. Can I switch back to my original customer profile after switching?
Answer: Yes, you can reopen the customer selection modal by pressing
Ctrl + Iagain and select your original customer ID to switch back.
Troubleshooting
Issue 1: Charts Are Not Displaying Data
Possible Cause: There are no bookings scheduled in the next 7 days.
Solution: Check your bookings to ensure there are upcoming reservations. Add new bookings if necessary.
Issue 2: Theme Customization Options Are Unresponsive
Possible Cause: A temporary glitch or browser issue.
Solution: Refresh the page and try customizing again. If the problem persists, clear your browser cache or try accessing the dashboard in a different browser.
Issue 3: Recent Sales Table Is Empty
Possible Cause: No recent bookings have been made.
Solution: Verify that bookings have been completed recently. If you have made bookings but they are not appearing, contact support for further assistance.
Issue 4: Cannot Access Administrative Features
Possible Cause: Your account may not have the necessary permissions.
Solution: Confirm your account permissions in your settings. If you believe this is an error, reach out to your system administrator or support team.