Features/The dashboard
The dashboard

Where the money is,
and where it leaks.

Revenue in full: year to date against last year, the monthly trend, the money owed to you, per-unit yield, and the quiet leaks most owners never get to see. All on your clinic's own billing basis, defensible to the invoice.

/dashboard · Financials
/dashboard · Financials
01Money owed to you

The cash in your invoices.

Outstanding invoices bucketed by age plus attended-but-unbilled work, the single biggest fast pot of recoverable revenue and usually invisible in the PMS.

  • Outstanding balances by age
  • Attended-but-unbilled work at your real rate
  • A recoverable total, updated daily
Financials · Money owed
Financials · Money owed
02Per-unit yield

What each hour and visit earns.

Revenue per clinical hour and per visit, so you can see whether a busy diary is actually a profitable one.

Financials · Per-unit yield
Financials · Per-unit yield
03Revenue by day

Which days actually earn.

Revenue by day of week over the period, so you can staff to where the money really comes from.

Financials · Revenue by day of week
Financials · Revenue by day of week
04This month vs last

Are you ahead or behind?

Cumulative revenue this month plotted against the same run last month, day by day.

Financials · This month vs last month
Financials · This month vs last month
05Year on year

This year against last.

Cumulative revenue this year against the same point last year, on complete data.

Financials · This year vs last year
Financials · This year vs last year
06Time comparison trend

Every metric, year on year.

Revenue, attended, new patients, revenue per visit, completion and DNA as a year-on-year change over twelve complete months, one switchable chart.

Financials · Time comparison trend
Financials · Time comparison trend
07Monthly revenue trend

Twelve months at a glance.

Twelve months of revenue with the peak, average and low called out, the current partial month in pink so it never reads as a real drop.

Financials · Monthly revenue trend
Financials · Monthly revenue trend
08Weekly revenue trend

Momentum, week by week.

The last eight weeks with the average, peak week and eight-week total, the resolution you actually manage the clinic at.

Financials · Weekly revenue trend
Financials · Weekly revenue trend
How it is worked out

The numbers behind it.

Revenue follows your clinic's billing basis automatically: invoice totals where you invoice, real charged appointment fees where you do not, never a mix that double counts. The year-on-year trend plots complete months only, so an early-month partial never reads as a scary drop, and prior-year comparisons only appear where there is a real invoice anchor.
Where it shows up

It travels with you.

The Revenue YTD figure and month-end projection are shared with the Overview and the monthly report, so every surface tells the same story.
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Monthly reportOwner-ready, always currentServicesWhat you sell and what it earnsPatientsThe value of a patient over time

See your real numbers.

Revenue, owed, yield and trend, defensible to the invoice.

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