Appointment Dashboard Details

Overview

This dashboard was built to help career centers get instant, visual insights from Handshake appointment data—no analyst or technical setup required. It’s ideal for directors, coaches, and anyone trying to make smarter, faster decisions using their data.

Dashboard preview

✔️ Key Metrics Included

  • Total Appointments
  • % Approved/Completed vs Cancelled
  • No-Show Count
  • Drop-In Appointments
  • Appointments by Staff Member, Type, Medium, Category
  • Student Engagement Breakdown (optional fields)
  • Current Year vs Last Year (YTD and This Month Comparisons)

📊 Pages Included

  • Overview: KPIs + visual breakdown of counselor loads, appointment types, and no-shows
  • Downloadable Table: Filterable matrix by staff, category, and more—great for sharing raw numbers
  • Comparison Section: Tracks this year’s progress against last year’s usage and trends

🎯 Filters Included

Semester, Month, Year, Appointment Status, Medium, Category, Type, Drop-In Flag, Staff Member

📁 What’s Included with Purchase

  • ✅ Power BI Template (.PBIT)
  • ✅ Setup Instructions PDF
  • ✅ Handshake Export Guide PDF

💳 Purchase Info

One-time cost: $200 – No recurring fees. Immediate download after checkout.
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Need help or want to ask about a customization? Email us