Dashboards

Overview

This guide explains Dashboards in the Reports & insights area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

In the top menu of the Today section, you will find multiple options, including Activity Feed, Activity Feed Expanded, Leads & Quotes Analytics, Sales & Business Analytics, and Marketing & Tasks Analytics.

1)Activity Feed

The Activity Feed allows you to monitor various activities, such as sending and receiving SMS and emails, booking, rescheduling, resizing, or canceling appointments, adding leads, logging calls, managing online bookings, and handling balance deposits or withdrawals, among others.

If you are looking for specific information, you can utilize the search function to quickly find a client or any relevant activity.

2)Activity Feed Extended

The Activity Feed Extended provides a detailed table view, allowing you to track activities over a selected period. You can filter data by location (if you have multiple locations) and view activity for a specific staff member or all staff. The available categories include bookings, leads, calls, products, online orders, contacts, and marketing events.

3)Leads & Quotes Analytics

The Leads & Quotes Analytics section provides an overview of your appointments, revenue, and lead trends. For a more detailed analysis, you can select View Report To access comprehensive data.

Additionally, this section offers a brief summary of recent activities, including emails, SMS messages, leads, and reviews.

4)Sales & Business Analytics

The Sales & Business Analytics section provides a comprehensive overview of your business performance. Here, you can review key metrics such as total invoices over the past 12 months, total appointments, total sales, revenue from sales, top-selling categories or products, recent bookings, and rejuvenation procedures.

5)Marketing & Tasks Analytics

The Marketing & Tasks Analytics section allows you to view your tasks for the day, including their status—completed, in progress, or total.

Additionally, you can access detailed information about your contacts, total invoice revenue, unpaid invoices, gross income, top customers by spend, and newly added customers.

Benefits for your clinic

• Save time: Turns operational data into clear reports so owners and managers can review performance without building spreadsheets by hand.
• Win clients and leads: Insight into enquiry and conversion trends helps the team focus follow-up effort where it will win more clients.
• Generate revenue: Better visibility of sales, utilisation and product performance supports faster commercial decisions that protect and grow income.