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Adam Smith
The Customizable Dashboard allows each user to choose which information appears on their dashboard and how it is arranged. Management, Pet Sitters, and clients receive different panels based on their role, permissions, and the features the business uses.
The
Customizable Dashboard
requires the
Modern Interface Update
 and is available through
PPC Labs
.
Select
Edit
to add panels from the
Panel Library
, remove panels, change their order, and choose between half- and full-width panels on desktop. Desktop and mobile layouts are saved separately.
Administrators can publish their Management layout as the portal default. Users can then personalize that layout without changing it for anyone else.
Management panels
New panels
  • Booking Outlook:
    Separates ongoing care, other scheduled work, and requests over the next 7, 14, or 28 days.
  • Scheduling & Staffing Insights:
    Shows upcoming assignment workload and how it is distributed across staff. It measures scheduled assignments, rather than hours or available capacity.
  • Visits to Review:
    Identifies past visits that may need attention because they were not marked completed, have missing start or finish times, have incomplete journals, or received a rating below four stars. The available information depends on the business's journal and rating settings.
  • Completed Visit Charges & Pay:
    Compares completed-service charges with recorded staff visit pay by service date. This panel requires access to scheduling, reports, payroll, and financial information.
  • New Client Conversion:
    Measures whether newly registered clients schedule and complete their first care within 30 days. It includes referral-source results and a comparison with an equally mature group from the prior year.
  • Recorded Payroll Comparison:
    Compares recorded staff pay over calendar years, rolling periods, or custom dates. This panel requires Payroll access and reflects payroll recorded in Precise Petcare, rather than confirmed bank payouts.
Panels connected to other features
These are new dashboard panels for information that already exists elsewhere in Precise Petcare:
  • Client Pipeline & Health:
    Highlights new-booking opportunities, recent returns, and Watchlist relationships. Requires
    Client Insights + Lifecycle Automations
    .
  • First-Care Profile Progress:
    Shows Profile completion for clients approaching their first care. Requires the
    Client Onboarding & Information Experience
    ; Pet, Form, and Billing completion remain separate steps within that experience.
  • Automation Performance:
    Brings Automation Analytics information onto the dashboard, including reach, engagement, bookings, payments, lifecycle outcomes, and unsubscribes. Requires
    Client Insights + Lifecycle Automations
    and existing automations.
  • To Do:
    Summarizes task workload, status, priority, and completion trends using existing PPC To Do information.
Improved panels
  • Operations Overview:
    Replaces the previous
    Current Visits
    summary with today's progress, recent completed-visit comparisons, and assignment coverage over the next seven days.
  • Upcoming Visit Charges & Pay:
    Replaces
    Projected Earnings
    with a clearer view of charges and staff pay for upcoming booked visits.
  • Monthly Completed Visits:
    Adds selectable periods, prior-period or year-over-year comparisons, and the ability to distinguish ongoing from other scheduled services.
  • Monthly Received Payments:
    Adds selectable periods and prior-period or year-over-year comparisons.
  • New Clients:
    Adds selectable periods, comparisons, and separate totals for profiles that are currently prospects, active, or inactive.
Established panels such as
Invoicing
,
Staff Celebrations
,
Live Sitter Map
,
Activity Log
,
Precise Petcare Updates
, and the Management-only
Communication Center
remain available.
Pet Sitter panels
  • My Work - Improved:
    Replaces the previous current-assignment summary with a clearer view of today's progress, active assignments, and upcoming assignments grouped by day.
  • Upcoming Assignment Pay - Improved:
    Shows estimated pay for upcoming assigned visits without exposing client charges. This panel requires sitter pay to be enabled.
  • My Payroll - New:
    Shows the Pet Sitter's latest recorded payroll and the dates it covers, with access to their full payroll history. This panel requires Payroll access and recorded payroll.
  • My To Do - New panel:
    Summarizes the Pet Sitter's existing PPC To Do tasks when they have access to that feature.
Client panels
  • My Care - Improved:
    Replaces the separate
    Upcoming Services
    and
    Past Services
    summaries with the client's ongoing routine or next care period, what follows it, and the assigned care team when available.
  • Invoices - Improved:
    Prioritizes the amount currently due or confirms that everything is paid, shows recent invoice statuses, and links directly to individual invoices.
  • Journals & Photos - Improved:
    Replaces the mixed client timeline with a focused presentation of recent journals and shared photos.
Each user sees only the panels and information allowed by their account. Personal layouts follow the user across portals, while access continues to be determined separately within each portal.

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