The Business Intelligence suite transforms raw clinic data into clear, visual insights. Track KPIs across revenue, bookings, retention, marketing performance, staff productivity, and stock levels. Identify trends, spot opportunities, and make confident decisions — backed by real numbers from your own business.
How It Works
01
Navigate to Reports → Business Intelligence
02
Select your date range and comparison period
03
View the summary dashboard: revenue, fill rate, retention, leads
04
Drill down into any KPI for granular breakdowns by staff, service, or location
Key Features
Revenue Trend Analysis
Appointment Fill Rate
Client Retention Rate
Staff Productivity Scores
Marketing ROI Tracking
Service Performance Ranking
Stock Movement Reports
Multi-Location Comparison
Pro Tips
Review your business intelligence dashboard every Monday morning for the week ahead
Set KPI targets and compare actual vs target monthly
Share the BI summary with your team — transparency drives accountability