Understanding your Found Dashboard

Overview

The Found dashboard is your at-a-glance view of what is happening across your care business right now. It brings together the key numbers that matter most - from enquiries and occupancy to tasks and fees - so you can start each day knowing exactly where things stand without having to run multiple reports.

⚠ Important: The dashboard is for Found Pro users only

What the dashboard shows

The dashboard is made up of widgets - individual metric cards, each covering a specific area of your business. Which widgets appear depends on your location type (care home, home care), and some widgets may be hidden by default.

Care home widgets

• Open enquiries
  Shows the number of enquiries currently open and those pending a follow-up. A trend badge indicates whether this number has gone up or down compared to the previous period. Click any figure to go straight to your open enquiries list.

• Closed enquiries
  Shows how many enquiries were closed as won or lost in the last seven days. Useful for understanding recent conversion activity at a glance.

• Enquiry conversion
  Shows your conversion rate as a percentage over the last 30 days. This tells you what proportion of enquiries are resulting in a booking. You can click through to the funnel insights report for more detail.

• Occupancy – physical
  Shows the number of occupied beds and your current physical occupancy rate as a percentage. The subtitle confirms what "effective beds" means for your home. Click through to the occupancy rates report.

• Occupancy – financial
  Similar to physical occupancy, but calculated on a financial basis. Helpful for understanding revenue-generating occupancy rather than just bed counts.

• Beds
  Shows the number of vacant and closed beds, with context about your total effective bed count. Clicking through takes you to the rooms section in operations.

• Average weekly fee
  Shows the average agreed weekly fee across your residents, formatted as a currency figure. Trends show whether this is moving up or down. Click through to the agreed fees report.

• Task status
  Shows a count of your tasks broken down by status — including overdue and pending tasks. Keeping an eye on this helps ensure nothing slips through the cracks.

Home care widgets

Home care locations see a focused set of widgets: open enquiries, enquiry conversion, and task status.

The locations view

If your workspace covers more than one location, a Locations tab appears next to the Dashboard tab in the header. Switching to this view shows a card for each location with all its key metrics displayed side by side. This is useful for area managers or anyone responsible for multiple homes who wants to compare performance across sites quickly.

Drilling down into the detail

Each widget has a clickable header that opens a breakdown panel on the right-hand side. This panel shows the same metric split out by individual location, so you can see at a glance which sites are driving the overall figure. Within the panel you can:

• Search by location name

• Sort results (A–Z, Z–A, highest value, lowest value)

Filtering by location

At the top of the dashboard is a location selector. If you manage multiple locations, you can use this to filter all widgets to show data for only the locations you select. The widgets update immediately when you change your selection.

Customising your dashboard

You can tailor the dashboard to show only the widgets most relevant to you:

1. Click the Customise button in the top-right area of the dashboard.

   

2. The dashboard enters edit mode. You can drag widgets to reorder them and toggle individual widgets on or off.

   

3. Click Save when you are happy with the layout.

Your configuration is saved to your browser, so it persists between sessions on the same device.

Setting targets (admins only)

Admin users have access to a Settings menu on the dashboard (the gear icon). From here, admins can configure targets for metrics. Targets give the team something to aim for and provide a benchmark against which current performance can be compared.

Suggesting a new widget

If there is a metric you would like to see on the dashboard that is not currently available, you can submit a suggestion directly from the dashboard. Look for the Suggest a widget option and describe what you would find useful. Suggestions are reviewed by the Found team.