# Your home screen

> What your Dashboard home screen shows for your role, switching between Overview and My Day, and what the revenue, rebooking rate and client numbers count.

Source: https://heylilo.co/help/home-and-reports/home-screen

Your home screen is the first page you see in Lilo on the web. It's **Dashboard** in the menu at the top. What's on it depends on your role:

- The owner and admins get **Overview**: revenue, key rates, clients, money owed and the team.
- Location managers get their location's day.
- Front desk staff get today's arrivals and who's working.
- Service providers get **My Day**: their next client, today's schedule and their last 30 days.

## Switch between Overview and My Day

Owners, admins and location managers who can be booked for services have two views. **Overview** is about your business. **My Day** is about your own appointments today.

1. Go to [**Dashboard**](https://app.heylilo.co/dashboard).
2. Select **Overview** or **My Day** at the top.

Lilo remembers your choice on this browser.

In the Lilo app, **Home** works the same way, with **Overview** and **My Day** at the top. On Lilo Booth, **My Day** comes first. Owners and admins also get **Grow**, a list of suggested next steps, while there's something left to set up.

## Overview

Owners and admins see these cards, top to bottom. Some only show up when there's something in them.

- A suggested next step, one at a time, like adding your services. Select the card's button to do it, or **Maybe later** to hide it.
- **Revenue · Month to date**: your revenue so far this month, compared with all of last month. **Pacing toward** adds the appointments still booked this month. **Avg ticket**, **Completed** and **Tips** cover this month. Hover over the card to see each day.
- **Appointments Today**, **Active Clients**, **Rebooking Rate** and **Cancellation Rate**.
- **Pending Approvals**: time-off and schedule-change requests waiting for you. [Approve or deny them](https://heylilo.co/help/team/schedules-and-approvals) on the **Requests** tab in **Team**.
- **Client insights**: this month's **Retention** and **New clients**, plus your **At risk** and **Lapsed** clients.
- **Revenue lost**: the booked price of cancelled and no-show appointments, and how many there were.
- **Outstanding Balances**: what's still owed on your [invoices](https://heylilo.co/help/payments/invoices), and on how many invoices.
- **Team On Duty**: who's working today, their hours, how many appointments they have and their first open time. A green dot means they're with a client.
- **Today's appointments**: the first six. **View all** opens the calendar.
- **Location Comparison**: if you have more than one location, it ranks them by revenue. Choose **Weekly** or **Monthly**.

On Lilo Booth, there's no **Pending Approvals**, **Team On Duty** or **Location Comparison**.

Select a client's name in any list of appointments to open their [profile](https://heylilo.co/help/clients/client-profile).

Want a number the cards don't show? Ask [Lilo AI](https://heylilo.co/help/lilo-ai/what-lilo-ai-can-do).

The account owner also sees:

- a warning here when credits run low. See [Message and AI credits](https://heylilo.co/help/messages/credits).
- **Setup** in the bottom-right corner while getting set up. See [Your setup checklist](https://heylilo.co/help/getting-started/setup-checklist).
- a bar at the top of every page while moving from another platform. See [Switch to Lilo from another platform](https://heylilo.co/help/getting-started/switch-to-lilo).

## Location manager and front desk views

Location managers see their location:

- **Floor Status**: **In Service** counts who's with a client now, out of everyone working today. **Available** counts the rest, and how many have gaps left today.
- **Open Slots**: each person's open stretches of 30 minutes or more left today.
- **Running Late**: checked-in clients whose service hasn't started 10 minutes after the start time.
- **Low Stock**: products at or below their low-stock level. See [Products and stock](https://heylilo.co/help/inventory/products-and-stock).
- **Revenue · Month to date** and **Today's appointments** for the location, and **Pending Approvals**.

Front desk staff see **Appointments Today**, **On Duty**, **Next Arrivals** (the next three clients due today), **Currently Checked In**, today's **Cancellations & No-Shows** and **Team On Duty**.

## My Day

My Day is your own schedule for today. Service providers get it as their home screen.

The top card is your **Next client**: your next appointment today that hasn't ended. Hover over it to see the client's last three visits and their notes. Their alerts always show. With nobody next, it says **Your schedule is clear**, **You're off today** or **That's a wrap for today**.

To move your next client along:

1. Select **Check in** when they arrive. You'll see **Client checked in**.
2. Select **Start service** when you begin. You'll see **Appointment started**.

Once the service starts, the card moves on to your next client. To complete the appointment, open it on the [**Calendar**](https://app.heylilo.co/dashboard/calendar). See [Check-in, statuses, and no-shows](https://heylilo.co/help/calendar/check-in-and-statuses).

With **Checkout-First Workflow** on, the card has **Checkout** instead of **Check in** and **Start service**.

Until the service starts, **Reschedule** moves the appointment to a new time. To cancel or mark a no-show, open the appointment on the **Calendar**. Before check-in, the **⋯** menu on the card does both right away, without asking first.

The card also doesn't show what happens to a deposit, and it always records a cancellation as the client's request. See [Cancellations, no-shows, and deposits](https://heylilo.co/help/payments/cancellations-and-deposits).

Below the card:

- **Paid**: today's appointments that are completed and paid, out of all of today's that aren't cancelled or no-shows.
- **Earned** and **Projected**: the booked prices of those paid appointments, and of all of today's.
- **Today's schedule**: your first six appointments. **View all** opens the calendar.
- **Your performance**: your last 30 days.
- **Weekly** shows your appointments and tips this week, Sunday to Saturday. It appears on Lilo Booth and for booth renters and contractors on a team. Contractors see it as **This Week**.

## How it works

### What the numbers count

- Revenue is what invoices charged after discounts, before tax and tips. Only invoices with the status **Paid** count, each on the date it was created. Once you refund part of an invoice, its status changes and it stops counting.
- **Pacing toward** is your revenue so far plus the booked prices of this month's remaining appointments. The bar compares how much of that you've made with how much of the month has passed.
- **Avg ticket** is revenue divided by paid invoices. **Completed** counts this month's completed appointments.
- **Appointments Today** leaves out cancellations and no-shows. **Active Clients** counts clients who aren't archived or blocked.
- **Rebooking Rate** is the share of clients with a completed visit this week, since Monday, who have another appointment after it. The small figure beside it compares this week with the last 28 days.
- **Cancellation Rate** and the percentages on **Revenue lost** cover the last 30 days. They're shares of appointments that were completed, cancelled or no-shows, not of every appointment.
- **Retention** is the share of this month's clients who've had more than one visit with you. **New clients** counts clients whose first completed visit was this month.
- In **Your performance**, **Appointments** counts each service you completed, so a visit with two services counts twice. **Unique clients** counts everyone you've ever completed a visit for.

### Locations

- The revenue card follows the location menu at the top of the page. With **Overview** chosen there, it adds up all your locations.
- **Appointments Today**, **Active Clients**, **At risk**, **Lapsed** and **Outstanding Balances** always count your whole business.
- **Rebooking Rate**, **Cancellation Rate**, **Retention**, **New clients**, **Revenue lost**, **Team On Duty** and **Today's appointments** show one location at a time. With **Overview** chosen, they still show a single location. To pick which one, choose it in the menu.

### Timing

- Your home screen refreshes every minute. Revenue, rates, balances and client numbers can take up to 15 minutes to catch up after a checkout.
- Today and this month follow your business's time zone.

## Common questions

### Why is my revenue way down at the start of the month?

**vs last month** compares this month so far with all of last month, so every month starts far behind. Check **Pacing toward** to see where the month is heading.

### Why don't the cards add up all my locations?

Only some of them do. With **Overview** chosen in the location menu, the revenue card adds up every location. **Appointments Today**, **Active Clients**, **At risk**, **Lapsed** and **Outstanding Balances** count your whole business. The rates, **Retention**, **New clients**, **Revenue lost**, **Team On Duty** and **Today's appointments** show just one of your locations. To see another location's numbers, choose it in the menu.

### Why do Current, 30 days, 60 days and 90+ all show zero?

Those columns sort balances by how overdue they are, and invoices in Lilo don't have due dates. So no balance lands in them. The total above them is right. See each balance in [**Operations** → **Invoices**](https://app.heylilo.co/dashboard/invoices).

### Why don't I see revenue on my home screen?

The revenue card is for the owner, admins and location managers. Service providers see their own day's earnings in **My Day**.

### Why don't I see My Day?

You get My Day when you can be booked for services. That's the **Can be booked for services** switch, in the **Locations** section of your [profile](https://heylilo.co/help/team/team-member-profiles) on the **Team** page. Front desk staff don't have My Day.

### Why did a suggestion I hid come back?

Lilo remembers what you hide on this browser only, so it can show again on another computer. On Lilo Booth, website suggestions also come back a week after you hide them. After you choose **Maybe later**, the next suggestion waits three days.

### Why doesn't my revenue match Reports?

**Applies to:** Lilo Pro · Owners and admins

Your home screen counts every paid invoice by the date it was created, including products sold on their own. Reports count paid invoices for appointments, by the appointment's date. See [Reports](https://heylilo.co/help/home-and-reports/reports).