Dashboard overview

By the end of this guide you'll know how to read every panel on your dashboard — the key numbers, the earnings chart, where your bookings come from, the attention list, and the get-started checklist.

What the Dashboard is

Dashboard in the sidebar is your account home — a single page that sums up everything across all your places, services, and products at once. It's different from two other views you may already use:

• The Revenue dashboard (above a place's calendar) shows year-by-year earnings for one place.
• The Booking dashboard (your Bookings list) is where you review and act on individual bookings.

The Dashboard pulls all of it together in one place.

The date range switch

Top-right of the page, a 7 days / 30 days / 90 days / Year to date switch sets the window for your key numbers — revenue, transactions, occupancy, average order value, and how each compares to the period before. Pick whatever matches how you like to track things.

The earnings chart and the "Where your bookings come from" panel always show the last 12 months, whatever range you pick. So they stay full and useful even when you've zoomed in on a short window like 7 days — you won't land on an empty chart.

Showing — the type filter

The Showing switch (All / Places / Services / Products) re-points every number and chart on the page at one kind of inventory. Tabs only show for what you actually have — if you only run places, you won't see a Services tab.

• All — totals across every place, service, and product.
• Places — place bookings only.
• Services — service bookings only.
• Products — product orders only.

Narrowing to specific items

Next to the type filter is a picker listing everything of the current type. Untick one and it drops out of every number on the page — the cards, the charts, all of it. Handy for comparing performance with one quiet property set aside, or for focusing on a few items while you look into something.

The four key numbers

Four cards sit at the top. The exact ones shift with the type filter, but the usual set is:

• Revenue — money collected in the window (after any refunds).
• Transactions — how many bookings or orders completed in the window.
• Occupancy / Utilization — for places, the share of available nights that were booked; for services, the share of available slots that were filled. Shown as a percentage.
• Average order value — revenue divided by transactions.

Each card shows how it compares to the period before (e.g. the 30 days before your current 30-day window) — a green arrow for up, red for down. A small trend line along the bottom sketches the shape of the period, so you can spot a mid-window dip at a glance.

Earnings chart

A stacked monthly bar chart for the last 12 months. Each bar has two parts:

• Paid (solid) — money you've actually collected, after refunds.
• Booked, not yet paid (lighter) — the expected value of confirmed bookings the guest hasn't paid for yet.

The split matters because a booking can sit confirmed on your calendar long before the guest settles up. "Booked" is what you can expect; "Paid" is what's in (or on its way to) your account. Hover any month to see it broken down by places, services, and products.

Where your bookings come from

Below the chart is a breakdown panel. What it shows depends on the type filter:

• All or Places → By source: where bookings came from. Direct means guests who booked through your own widget. Named sources (Airbnb, Booking.com, and so on) are the channels you connected via iCal import. You see both the share and the amount.
• Services → a per-service revenue breakdown.
• Products → a per-product revenue breakdown.

Services and products don't carry a channel yet — every service booking counts as direct — so the "By source" split only reflects place revenue when Showing is set to All.

Needs your attention

A to-do list of things waiting on you right now, most urgent first, up to seven at a time. Items clear themselves once handled. You might see:

• A booking to approve — a guest requested a booking through your widget and is waiting. Click Confirm to approve right there, or the × to start a decline (you'll be asked to confirm first).
• A payment to collect — a confirmed booking that was never paid. A nudge to chase the guest.
• A failed payment to retry — a card charge didn't go through.
• A pending refund — a refund in progress that needs a look.
• Today's arrivals / checkouts / service slots — a heads-up for the day.
• A new order — a product order just came in.
• A voucher redeemed — a guest used a voucher code.
• No payment gateway connected — you're taking bookings but haven't linked a gateway yet, so guests can't pay online until you do.

Get started with cabintale

A setup checklist covering the five steps most owners do when they go live:

1. Set up availability — add seasons and pricing so your calendar knows when you're open.
2. Add a booking widget — embed a button or form on your website.
3. Take your first booking — ticks off once you have at least one booking or order.
4. Connect a payment gateway — so guests can pay online.
5. Connect your channels — import your Airbnb or Booking.com calendar so availability stays in sync.

Each step has a Continue button that drops you exactly where you need to be. Done steps show a tick, and the checklist sticks around afterwards to point out new features worth a look.

Search

The search box at the top finds your bookings, service slots, orders, and items as you type. Click any result to open it.

A brand-new account

Before you have any activity, the dashboard shows a slim preview of the numbers and the get-started card with placeholder chart shapes. Real numbers and the attention list appear as soon as your first bookings and orders come in.

More than one currency

If your account has bookings in more than one currency, the totals show in your account's main currency, with a note that amounts in other currencies aren't rolled into them. The per-item breakdowns show each item in its own currency.

Related guides

• Revenue dashboard (per-place, year view) — Revenue dashboard
• Booking dashboard (your bookings list) — Booking dashboard
• Set up availability — Availability calendar
• Connect a payment gateway — Payment gateways
• iCal import (connect channels) — iCal import