ℹ️ The Clinic Performance Metrics Dashboard is a powerful tool for tracking clinic performance, financial trends, and patient metrics.
With this dashboard, you can monitor revenue growth, appointment efficiency, patient retention, and operational performance—all in one place
How to Access the Clinic Performance Metrics Dashboard
To access the Clinic Insights: Performance Metrics Dashboard, navigate to:
Reports → Clinic Performance Metrics from the main menu bar.
If you do not see the Performance Metrics Dashboard in your account, please contact support for activation or check with your clinic administrator for access permissions.
📌 If you do not see Clinic Health Overview menu option, please be sure to check your Role Permissions and ensure you have the View Clinic Health Overview permission selected.
Understanding the Clinic Performance Metrics Dashboard
The Performance Metrics Dashboard provides a visual breakdown of key clinic metrics, helping you make data-driven decisions. Below are the main sections of the dashboard and how they can be used to optimize clinic operations.
ℹ️12-month trailing data refers to financial or performance metrics calculated over the past 12 months, continuously updating as time progresses. It provides a rolling view of trends, smoothing out seasonal variations and short-term fluctuations.
Total Clinic Revenue
📊 What it shows: A bar chart tracking revenue trends by week, month and quarter for the past 12 months trailing, with gross profit percentage changes for performance comparison.
✅ Why it matters: Helps clinics monitor revenue fluctuations, forecast financial stability, and plan strategic growth.
Average Revenue per Visit (by Visit Type)
📊 What it shows: A comparative revenue chart detailing income generated per visit type and total pet spend.
✅ Why it matters: Identifies high-performing services, allowing clinics to optimize pricing and service offerings.
Top 10 AAHA Codes Revenue by Month
📊 What it shows: A trend analysis graph displaying the Top 10 AAHA revenue-generating codes, tracking monthly fluctuations over a 12-month period.
✅ Why it matters: Helps clinics understand which services and treatments contribute most to profitability.
Appointment by Source
📊 What it shows: A percentage breakdown of appointments booked online, via the mobile app and in-clinic.
✅ Why it matters: Shows trends in client preferences, helping clinics streamline booking options and reduce administrative workload.
Cancelled and No-Show Appointments
📊 What it shows: A graph measuring total cancellations and no-show rates as a percentage of total appointments.
✅ Why it matters: Identifies patterns that lead to missed appointments, helping clinics implement strategies to minimize scheduling disruptions.
Treatment Plan Acceptance
📊 What it shows: A comparison chart tracking created, signed, and synced treatment plans over time.
✅ Why it matters: Provides insights into treatment adherence and helps clinics improve patient compliance and care strategies.
New Clients (Year-over-Year)
📊 What it shows: A bar chart displaying the number of newly registered clients, with comparisons to previous years.
✅ Why it matters: Helps clinics assess growth trends and the effectiveness of client acquisition efforts.
Referral Source
📊 What it shows: A pie chart visualizing client referral sources based on responses to “How did you hear about us?”
✅ Why it matters: Helps clinics evaluate the success of referral programs and improve marketing outreach.
Next Steps
Now that you understand the Clinic Performance Metrics Dashboard, here’s how to make the most of it:
✔ Regularly review revenue trends to adjust pricing and service offerings.
✔ Monitor appointment efficiency to optimize scheduling and reduce no-shows.
✔ Use referral data to refine marketing strategies and improve client acquisition.
By leveraging these insights, clinics can enhance operational efficiency, improve patient care, and drive financial success. 🚀