Analytics dashboard
Read revenue trends, appointment outcomes, lead conversion, and top appointment types to understand how your clinic is performing.
Open /practice/analytics to compare recent revenue, lead conversion, appointment attendance, and the appointment types earning the most.
Read the four views
- Revenue trend — weekly credited payments for the last 12 weeks.
- Lead funnel — counts and drop-off across leads, qualified, booked, and paid stages.
- Appointments — this month's upcoming, attended, cancelled, and no-show appointments, plus the attended percentage.
- Top earners — appointment types ranked by revenue from paid bookings in the last 90 days.
The summary also shows revenue for the 12-week period, total appointments this month, lead-to-paid conversion, and paid bookings. Select Refresh after a known booking or payment change.
Use a falling qualified rate to revisit your funnel questions. Use a low attended rate to review appointment reminders and your no-show policy.