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Access the Zenoti Driven Growth dashboard

To monitor and measure the impact of growth features on your business, Zenoti provides a Zenoti Driven Growth dashboard that offers real-time insights into key performance metrics.

Note

This feature is not enabled by default. Reach out to your CSM or Zenoti representative to enable this feature for your business.

Role permissions to view the Zenoti Driven Growth dashboard

To grant a user permission to view the Zenoti Driven Growth dashboard, follow these steps:

  1. At the organization level, click the Configuration icon.

  2. Navigate to Security > Security roles.

  3. Select a role and click the Permissions tab.

  4. Expand the Data & Insights section, and for Growth Story, select the View checkbox.

To view the Growth Features dashboard, follow these steps:

  1. Navigate to the Zenoti Driven Growth dashboard using one of the following options:

    • At the organization or center level, navigate to Data & insights > Business review > Zenoti driven growth.

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    • At the organization or center level, click More Insights in the “How's Zenoti working for your business?” section of the Admin Dashboard.

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  2. Select the timeframe from the calendar drop-down on the top-right corner of the screen. For example, select Last year to view the dashboard data for the previous year.

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  3. The dashboard displays data for the following metrics related to the growth features available to you:

    • Additional Sales: Additional sale value generated through the feature

    • Bookings: Number of bookings completed through the feature

    • Time Saved: Total time saved by using the feature

    Note

    Features are sorted in descending order of impact, with the most valuable ones listed at the top. For example, if Referral marketing generated the most value, then it would appear on top of the list of features.

  4. Click the See more button to view the data for any feature in more detail.

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  5. Click the Download button to download the detailed report for the feature as an Excel file.

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    Note

    You can download these feature reports only for the Current month and Last month.

  6. Click the contextual help icon next to the feature name to access the related help article.

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The Zenoti Driven Growth dashboard also displays suggested features at the bottom section of the screen. To know more about how these features will help your business grow further and generate value, click the desired feature.

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