The dashboard is the first screen you see after logging in. It displays real-time business metrics, revenue trends, booking activity, and operational alerts -- all organized into a customizable, drag-and-drop widget grid. Each staff member maintains their own layout, so changes you make will not affect other users.
Dashboard header
The header greets you by name and provides quick-action buttons:
| Button | What it does |
|---|---|
| New Booking | Opens the booking page to create a new reservation |
| Manage Fleet | Navigates to the inventory page |
| Theme (paintbrush icon) | Opens the theme customization popover where you can change colors, fonts, border radius, and toggle dark mode |
Available widgets
The dashboard is built from modular widgets. Each widget can be toggled on or off and repositioned by dragging.
Booking and operations widgets
| Widget | Description |
|---|---|
| Revenue Stats | 7-day revenue total with a gradient area chart showing daily revenue trends |
| Tickets Stats | 7-day booking count with an animated bar chart showing daily ticket volume |
| Inventory Stats | Count of active inventory types with a horizontal bar chart of usage |
| Recent Bookings | Table of the six most recently booked reservations, showing customer name, asset, date booked, rental date, total price, and status |
| Certification Alerts | Lists staff certifications that are expiring or have already expired |
| Pricing Season Gaps | Flags inventory items that have no pricing season configured for the next three months |
| Terminal Orders | Shows recent Stripe Terminal (in-person) transactions |
Analytics widgets
| Widget | Description |
|---|---|
| Year-over-Year Revenue | Compares current year revenue against the previous year on a chart |
| Revenue Correlation | Dual-axis chart plotting daily revenue against booking count, with the calculated average ticket value |
| Booking Activity | GitHub-style heatmap showing booking volume over time |
| Demand Forecast | AI-predicted daily renter volume for the next five days |
| Top Inventory | Ranked list of your most-booked asset types over the past seven days |
| Daily Briefing | AI-generated operations summary for today covering bookings, weather, and staffing |
| Maintenance Alerts | AI-predicted maintenance needs for your fleet |
Financial / Ledger widgets
| Widget | Description |
|---|---|
| Cash Flow Trends | Chart of cash inflows and outflows over recent periods |
| Account Breakdown | Pie chart breaking down revenue by GL account category |
| Recent Transactions | List of the latest ledger transactions across all accounts |
Messaging widget
| Widget | Description |
|---|---|
| Unread Messages | Shows up to five conversations with unread customer messages, with quick links to open each conversation |
Customizing your layout
- Click the gear icon in the dashboard header to open the widget management panel.
- Toggle individual widgets on or off using their switches.
- Drag any widget card by its header to reposition it within the grid.
- Resize widgets by dragging the bottom-right corner handle.
- Click Reset to Defaults to restore the original layout.
Your layout preferences are saved to your user profile automatically. If the RentalTide team releases a layout update, your grid will reset once to include new default widgets.
The dashboard auto-refreshes booking data to keep metrics current. Revenue and ticket charts cover a rolling 7-day window ending today.
Location filtering
The dashboard respects your location selector in the sidebar. When a specific location is selected, all widgets show data scoped to that location. When All Locations is selected, widgets aggregate data across every location.
Banners and onboarding
The dashboard may show contextual banners depending on your account state:
| Banner | When it appears |
|---|---|
| Connect Account | One or more locations are missing a Stripe Connect account for payment processing |
| Settings Wizard | A new location has not completed initial setup |
| Inventory Wizard | The selected location has zero inventory configured |
| Welcome Tour | First-time users are guided through the main features of RentalTide |
Banners can be dismissed individually and will not reappear once closed.
Kiosk mode
When a non-manager staff member is logged in through kiosk mode, the dashboard is restricted to only the Recent Bookings table and Unread Messages widgets. This keeps the view focused on day-to-day operations without exposing sensitive financial data.
Permissions
Widget visibility is governed by your user role and the dashboardWidgetPermissions setting configured by your admin. Admin and SuperAdmin users can see all widgets regardless of permission settings. Standard staff may only see widgets their admin has enabled for them.