Analytics

Organization → Analytics gives you a single dashboard summarising what's happening across the clinic. It's scoped to whatever modules you have enabled — disabling Billing hides the revenue block, disabling Appointments hides the appointment charts, and so on.

Time range

The date range selector at the top applies to every widget on the page. Common presets:

• Today — live snapshot, useful first thing in the morning.
• This week / This month — compared to the previous period.
• Quarter / Year — for trend lines.
• Custom — pick an arbitrary start + end date.

What you see

• Clients — new clients in the period, total active clients.
• Appointments — booked, completed, no-show, cancelled; trend chart.
• Revenue — invoiced, collected, outstanding (requires Billing module).
• Occupancy — % of available practitioner slots actually booked.
• Top practitioners — ranked by appointment count.

Each card has an Export CSV action in its menu for deeper analysis in Excel / Google Sheets.

Sharing access

Analytics is admin-only by default. To give a non-admin person access (e.g. a clinic manager who isn't technically an admin):

1. Open Organization → Staff → Active.
2. Click their row, scroll to Permissions.
3. Enable View analytics.

They'll see the Analytics page in their sidebar on next sign-in.

Caveats

• Numbers are computed in your clinic's timezone (set in Organization setup).
• "No-show" counts include cancellations within the cancellation window, not just silent no-shows. See Receptionist → Cancel / reschedule.
• Revenue is invoiced (not accrued). If you invoice on completion rather than on booking, charts lag real activity by a day or two.

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In-app help: no dedicated in-app article yet — the analytics dashboard's own widgets have contextual tooltips.