Who can do this?
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Account owners have default access
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All other access levels may be granted access by the account owner
The practice dashboard gives you a snapshot view of your practice's overall health and performance. With clear reporting across key metrics, you can quickly identify trends and track progress against your business goals within a selected time period.
With the practice dashboard, you can:
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View your practice's overall performance in one place
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Track progress against your business goals and KPIs
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Filter reports by location or practitioner to focus on insights relevant to you
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Identify trends and make data-driven decisions with confidence.
The practice dashboard contains the following information:
Click the tabs below to view the different parts of the practice dashboard.
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Filters Panel
The filters panel allows you to narrow the dashboard data to a specific location, specific practitioner and/or within a selected date range.
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Practice Metrics
At the top of the dashboard, you'll find a quick summary of data based on the filters you set.
Metric
Description
Notes
Total Revenue
The total amount received from invoice payments within the selected date range, including processing fees and deposits
Deposits that are not assigned to a specific location or practitioner will be included in the group revenue, but not for location or practitioner revenue.
Processing fees are included as revenue regardless of the method you wish to pay them - deducted from payments or charged to your credit card.
Total Outstanding
The total unpaid balance for invoices within the selected date range
This includes all invoices including those without linked appointments.
Average Session Value
The total amount from appointment invoices divided by the number of appointments within the selected date range
Includes both paid and unpaid invoices with appointments linked to them
Applies only to appointments with attended, confirmed or booked status
Average Rebooking Rate
The percentage of appointments made by patients who already attended a prior appointment within the same date range
Applies only to appointments with attended, confirmed or booked status
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Charts
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Appointment Attendance: This chart displays a visual breakdown of appointments by attendance status: Attended, Cancelled or Did Not Attend.
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Patient Type: This chart displays a visual breakdown of patients who are new vs. existing.
A new patient is a patient who attended their first ever appointment at your practice group within the selected date range, regardless if they attended another appointment later in the same time period.
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Practitioner Performance
This table provides a detailed breakdown of your practice's performance by practitioner, including key metrics such as revenue, attendance and patient retention.
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Click Reports > Practice Dashboard.
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Configure the filters on the left panel:
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Locations: Filter the dashboard data for only a single location or all locations.
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Practitioners: Filter the dashboard data for only a single practitioner or all practitioners.
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Date Range: Select the date range for your dashboard data.
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Click Generate.
Your practice dashboard now displays performance data based on the filters you set.
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