Dashboard

How the practice is doing, and what needs sorting out first.

Where: Sidebar › Dashboard. It's the Administrator's home page.
Who: The Administrator only. Nobody else can see it.

About this feature

At the top, Needs attention lists what to sort out, and Today counts today's appointments by status, with the revenue so far; both update by themselves about once a minute. Below, six tabs show the figures for a period, each next to the same figure for a comparison period.

N3E

DashboardWhat needs attention, how full the calendar is, and how the period is going.

Needs attention Only lines with at least one case are shown.

⚠ 2Past appointments still BookedCompletedNo-showShow

⚠ 3Failed messages for upcoming appointmentsSee messages

Today · 7 appointments · ● 4 completed · ● 3 booked · 1.450 RON so farBy provider ▾

Illustration: the screen may look slightly different.

Jobs you can do here 2 pages

Clear Needs attention Administrator

Every loose end is sorted, and the card says nothing needs your attention.

Pick a period and compare Administrator

Every tab shows the period you chose, next to the comparison you chose.

Reference

What each Dashboard tab shows

Six tabs, each with its own cards. In a solo business the sixth tab is called Insights instead of Team.