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SMB Owner Morning Glance: what's inside

SMB Owner Morning Glance: what’s inside

The single screen an SMB owner opens with their morning coffee — revenue, bookings, new customers, target progress, a revenue-vs-target trend, weather, and today’s calendar.

Template overview

  • Name: SMB Owner Morning Glance
  • Best for: Café owners, salon owners, gym owners, clinic owners, boutique owners
  • Theme: Minimal light (#fafafa background, #10b981 accent)
  • Layout: four KPI tiles top row, big revenue chart + weather, today’s calendar strip

Widgets included

1. Revenue today

  • Type: Metric — $2,184 in green
  • Position: x=0, y=0, w=3, h=3

2. Bookings today

  • Type: Metric — 23 in blue
  • Position: x=3, y=0, w=3, h=3

3. New customers

  • Type: Metric — 4 in purple
  • Position: x=6, y=0, w=3, h=3

4. Target progress

  • Type: Metric — 92% in amber
  • Position: x=9, y=0, w=3, h=3

5. Revenue vs target

  • Type: Chart (line) — week of revenue plus a target line
  • Position: x=0, y=3, w=8, h=4

6. Weather

  • Type: Weather — New York, full style with humidity, wind, feels-like, 3-day forecast
  • Position: x=8, y=3, w=4, h=4

7. Today’s schedule

  • Type: Calendar — five sample events (open, delivery, briefing, prep, close)
  • Position: x=0, y=7, w=12, h=3

How to customise

  1. Update the four metric tiles daily (or wire them to your POS/booking system)
  2. Adjust the chart data each morning — keep the target line so context comes through
  3. Update the weather location to your city
  4. Replace the calendar sample events with your real opening checklist

Common use cases

  • Owners checking the morning numbers before opening
  • Multi-location owners wanting a per-location glance
  • Back-of-house owner screen by the desk

Getting started with this template

  1. From the dashboard creation screen, select “From Template”
  2. Choose “SMB Owner Morning Glance”
  3. Update the metrics, chart, weather, and calendar with your real data
  4. Save and pin this dashboard as your morning view
  • Restaurant Staff Board: kitchen-side board with covers, 86’s, and shift roster
  • Gym Leaderboard: community-wall KPIs