Your first day: the Dashboard, Needs you and Today so far

The Dashboard is where your day starts (it used to be called Home). It tells you what needs you, how today compares with last week, and what Duke has done for you.

From top to bottom

The greeting and the ask box

The Dashboard greets you and sums up your day, for example “10 things need you today, and I've prepared each one.” Type in the ask box to ask Duke anything or tell it what to do, or tap one of the suggestions such as “What should I do first today?”.

Getting started

A new business sees a short list of things to set up, each taking a minute, in any order: add your membership plans, set up your classes, import your members, invite your team, switch on your automations, add your logo and colours. You only see the steps your role can do.

Needs you

Needs you lists what's waiting for you, most important first. Duke prepared these, and nothing goes out until you say so. For example:

• A customer asked to speak to a person (Reply).
• Messages Duke drafted that are ready to send, or changes waiting for your approval (Review and send).
• Replies Duke drafted for customers on WhatsApp (Send).
• A goal that's behind.
• Overdue tasks and tasks due today.
• Overdue invoices (Draft reminders).
• Memberships ending this week (Prepare reminders) and members who haven't visited in 14 days.
• Tickets assigned to you, and products running low.

The first three show; click Show more for the rest. When an automation already handles something, it says so and moves to the bottom. When there's nothing: “All clear. Nothing needs you right now.”

See Approvals and “Waiting for you”.

Today so far

Today's numbers compared with the same day last week, such as visits, new enquiries, bookings and fees collected, each with a small 7-day chart. The numbers depend on your type of business.

What Duke did for you

The last few things Duke did this week, with See everything for the full list on Duke's work.

Goals

Your goals and how they're going. See Goals.

This month

Up to four numbers for the month, such as active members, renewals due, open pipeline, won to date, collected this month and owed to you.

A good first-day routine

1. Open the Dashboard and work through Needs you.
2. Glance at Today so far and This month.
3. Ask Duke one question about your business, for example “Which leads should I call today?”.
4. If you're the owner, finish the Getting started steps.