Revenue this month and this year, projected month end and operating profit.

New patients, rebooking, did not attend (DNA) and second-visit rates, and how patients found you.

Team performance, services and how full your diaries are.

Patients to recall, a custom report builder, a monthly report you can download, and advice on where to improve.

If past appointments are still marked as scheduled, a yellow bar tells you how many. Click View details to review them and update their status.

Four cards show New clients, Cancellations, Your revenue and Online bookings, each compared with last month. Your revenue counts your own invoices only.

The Upcoming appointments card has This week and Next week tabs and an Open calendar link.

The Billing card shows Open invoices (View invoices), Overdue (Send reminders) and Ready to invoice this week (View all), with Go to billing at the top.

Prescriptions: programmes sent this week, compared with last week.

Trends: appointments and cancellations by month, and revenue growth.

Types: your appointments by appointment type.

Notes: treatment notes still in draft, form responses without a client (View all), and your treatment notes completion rate. Click View pending to see the notes still in draft.

Team: new clients, team revenue and cancellation rate this month, revenue and appointments by practitioner, and a weekly team summary.

Use the Location and Practitioners filters at the top of a page to narrow every figure on it.

Each figure shows the period it covers underneath, for example Last 30 days or This month to date.

Some pages have quick period buttons: Team (This month, Last month, This quarter, Last quarter), Services (Last 3 complete months, Last 12 complete months) and Utilisation (Last 30, 60 or 90 days).

For any other date range, use Explore (see below).

Download SVG, for a sharp image you can resize.

Download PNG, for a picture to paste into a document or email.

Download CSV, for the figures behind the chart in a spreadsheet.

Tiles for Revenue this month (with progress against your monthly revenue target, if you have set one), Projected month end (with a likely range), Projected operating profit and New patients.

The Operating scorecard shows your Rebooking rate, Clinic utilisation, Appointment completion and Practitioner targets, each marked against a guide figure or your own target.

Needs attention lists anything worth a look. Click Open to go to the page with the detail.

Further down: the Month-end projection chart, Health pillars this month and the Acquisition mix of new patients by how they found you.

Revenue this year, Revenue this month and Projected operating profit, compared with the same point last year or last month.

Revenue per clinical hour and Money owed, with View open invoices.

The Profitability chart shows revenue, estimated profit and margin by month against your break-even point.

New patients, Rebooking rate, DNA rate, Second-visit rate (patients back within 45 days of their first visit) and Mature visits per patient.

The New patients chart has New patients, New and returning and By weekday views, and When new patients arrive shows your busiest day for first visits.

Referrers and Journey by referral source show which referral sources bring patients and how those patients go on. They appear once at least half of your new patients have a referral source recorded.

Choose This month, Last month, This quarter or Last quarter.

Tiles for Active clinical team, Revenue per clinical hour, Clinic rebooking, Clinic DNA rate, Clinic diary fill, Notes finalised and Strongest performer.

Team overview shows revenue concentration, DNA outliers, median caseload, invoiced revenue by practitioner over the period, and a table of revenue, share and patients for each practitioner.

Choose Last 3 complete months or Last 12 complete months.

Tiles for Treatment revenue, Attended treatment visits, Leading service, Top three services, Private revenue and Class fill rate.

Treatment mix shows revenue share by appointment type, or by practitioner, with a table of appointments and revenue for each service.

Choose Last 30 days, Last 60 days or Last 90 days.

Tiles for Clinic utilisation, Appointment completion, Gaps next 7 days, Unfilled capacity next 14 days, Bookings added this week (online and by the practice), Next availability and Next 7 days (with View schedule).

How this number is built shows each practitioner's attended and available hours. Available hours come from working hours less leave, or from contracted hours if you set them in Analytics settings.

Choose a group: New, not rebooked, 14 to 30 days, 30 to 60 days, 60 to 90 days or 90 days to 12 months since the last visit.

Tiles show Patients to contact, Recoverable revenue (15% of their value to date) and New this week.

The Patients to contact list shows each patient's last practitioner, last visit, visits, value to date, days since their last visit and marketing consent for email and SMS. Filter it by practitioner or location, tick New this week only or Opted in to marketing only, change the sort order, or click Export CSV.

Patients with any future booking (including classes), patients under 18, and discharged or deleted patients are not listed.

Choose a date range, or a preset: This month, Last month, Last quarter, This year, Last year or Last 12 months.

Narrow it to some Appointment types, Practitioners or a Location if you like, then click Run.

The report shows attended visits, clients seen, new clients, revenue, rebook, cancellation and DNA rates, average days between visits, visits per client, PVA (attended visits per new client), revenue per client and revenue per visit, with a By practitioner table you can export as a CSV.

Choose a Location and a Month. The current month runs to the end of yesterday.

The report covers: At a glance, Monthly revenue trend, Profitability, Patient activity, Appointments per month, Operations and Practitioner performance.

Click Download PDF to save it, or Print.

Advice suggests ways to improve, based on your figures, such as a practitioner's quiet day, a price that has not changed for a long time, or attended visits with no invoice.

Each suggestion shows an estimate of what it could be worth a year and the figures behind it. Click Open (or View list) to see the detail.

Use All, Active and Dismissed to filter the list. To hide a suggestion for a while, choose Dismiss for 30 days, 90 days or a year.

The Data health score (out of 100) shows how complete your records are, and Freshness shows when the figures were built and when they will next be rebuilt.

Checks are grouped under Billing, Appointments, Patients, Team, Services and System, for example attended appointments with an invoice, past appointments with a final status, and new patients with a referral source.

Each check shows which Analytics figures it feeds, what to do, and a link to the records to fix. A fix shows in the next day's figures.

Appointments by type and practitioner: Explore and Services, and the Trends and Types tabs on the Dashboard.

Treatment notes completion: the Notes tab on the Dashboard, and Notes finalised in Team.

Programmes sent: the Prescriptions tab on the Dashboard.

Billing: the Billing card on the Dashboard, and Financials.

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