The Analytics Dashboard and Analytics pages give Team Admins real‑time insight into:
Appointment volume, Booking methods, Cancellations and upcoming Schedule.
Treatment Note completion and Clients without Notes.
Client demographics and attendance patterns.
Revenue generated over the time frame.
From the Main Dashboard
In the Dashboard, Team Admins can view a general overview of your Clinic performance - including New Clients, Cancellations, Revenue and Online Bookings. You can also preview your Upcoming Appointments for the current and following week.
The main Dashboard providing a general overview of your Clinic.
Further down on the Dashboard, the Analytics overview, provides a quick glance into how your Clinic is doing that week with regards to Prescriptions, Appointment and Revenue Trends and various other Performance aspects.
The Analytics Overview within the Dashboard.
Team Admins can access a quick look at any pending Notes that still need completing.
Viewing Pending Notes from the Analytics Overview on the Dashboard.
A quick view of Pending Treatment Notes.
The Analytics Overview also gives you insight into Team Performance. Here you can view the Revenue generated per Practitioner, as well as Appointments and Cancellation rates.
Team Performance at a glance.
There is also the ability to View Detailed Reports at the top of the Dashboard, which is another way to access the Analytics page.
Using the View Detailed Reports to navigate to the Analytics Dashboard.
How to use the Analytics Dashboard
Another way to access Analytics is from the top menu.
Navigating to Analytics from the Dashboard.
In Analytics, you can use different date ranges to view your Analytical Data for a specified time period.
Using the dropdown Calendar to filter for a specific date range.
Appointments Analytics
Select Appointments from the Analytics page side menu. You will land on the Overview tab, which details Appointment Trends, Appointments by Practitioner and Appointments by Type.
Navigating to the Appointment Analytics page.
Various Filters are available in the Appointments Analytics page, apart from the Dates filter. You can filter your search with Practitioners and Appointment Type filters.
Using the Practitioners filter.
Using the Appointment Types filter.
From the Appointments Analytics page, you can navigate through the different tabs for Booking Methods trends, Cancellations and Upcoming Appointments.
Using the navigation tabs in Appointment Analytics.
Treatment Notes Analytics
The Treatment Notes Analytics module focuses on completion and gaps in your clinical documentation, displaying overall Completion Rate of Notes, as well as per Practitioner. The Completion Rate is determined by finalised versus total Treatment Notes.
Viewing Treatment Notes Analytics.
Use the Clients without Treatment Notes navigation tab, to view Clients who have has Appointments, but where Notes are missing. Here, you can quick add Notes directly into the Client profile as needed.
How to view Pending Treatment Notes that are in Draft state.
The Clients without Treatment Notes section helps you identify Clients who have appointments but no corresponding Treatment Notes.
Programmes Analytics
Within Programmes Analytics, there is a broad overview of Total Programmes Issued, and Total Unique Patients. The graph visually displays the overall trends for the selected date range.
Viewing the Programmes Analytics overview.
Client Analytics
Client Analytics helps you understand who your Clients are and how they attend Appointments.
Available parameters include:
Demographics (Age) - including Most Common Age Group and Average Client Age
Gender Distribution
Visit Patterns - grouped into New Clients (1-2 visits), Regular Clients (3-10 visits) and Loyal Clients (10+ visits)
Schedule Analysis (to highlight your Peak and Quietest days of the week).
These insights can support staffing, scheduling and marketing decisions by highlighting key demographic and attendance patterns. If you are part of a larger Team account, these Analytics can also help you understand colleague activity, client engagement and financial performance over time.
If you would like to suggest a specific functionality within the new Analytics Dashboard, please feel free to make a Feature Request within the Rehab Guru webpage.