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Documentation Index

Fetch the complete documentation index at: https://docs.degreewellness.com/llms.txt

Use this file to discover all available pages before exploring further.

The filter bar sits at the top of the Dashboard page and applies to every widget below it.
ControlWhat it does
Compare (toggle)Adds “Previous / Current / Change %” columns to every row on the page.
Previous Year / Previous PeriodVisible only when Compare is on. Picks which window the “Previous” column uses — see table below.
Studios (multi-select)One or more studios. A user only sees studios in their access scope — their own studio, all studios in their franchise, or all opened MBO-connected studios for ZOR-level users. A studio appears in the list only if it has opened (grand_opening_date ≤ today) and is MBO-connected (mbo_site_id and mbo_shop_id both set).
Date (range picker)The current period. Defaults to month-to-date ending yesterday (startOfMonth(today-1)today-1). Max date is today − 1.
ApplyCommits the filter selections and re-fetches data.

Multi-studio behavior

When more than one studio is selected:
  • Count-style values (Sales ,appointmentcounts,newclientcounts,budget, appointment counts, new-client counts, budget ) are averaged per studio.
  • Rates and percentages (Conversion %, Lead Conversion %, Batting Average, Stick Rate, Cancellation Rate, Saline Bag Add On %, Member Mix %) are computed on the combined totals — never averaged.

”Previous” column logic

Period selectorPrevious window
Previous YearThe entire calendar year one year back. startOfYear(startDate − 1 year) to endOfYear(startDate − 1 year). Current window length is ignored.
Previous PeriodThe same date range one year ago. startDate − 1 year to endDate − 1 year. Preserves the current window’s length.