Analytics

Go to Analytics for a summary of your practice performance.

13.1 KPI Cards

Card	What it shows
Total sessions	All completed appointments
Sessions this month	Completed appointments in the current calendar month
Revenue this month	Total from paid invoices this month
Active patients	Current active patient count

13.2 Trend Charts

• Session trend — bar chart of completed sessions per month for the last 6 months
• Revenue trend — bar chart of paid invoice revenue per month for the last 6 months

Revenue is displayed in your configured default currency.

13.3 Practice Health Metrics

Below the trend charts you'll find color-coded health metrics:

Metric	What it shows
Patient retention	% of active patients seen in the last 30 days
Cancellation rate	% of appointments cancelled
No-show rate	% of no-show appointments
Note completion	% of completed sessions that have notes written
Avg sessions / patient	Lifetime engagement
Avg revenue / patient	From paid invoices
New patients (30d)	Growth metric
Outstanding	Total unpaid invoices, plus overdue count

13.4 Profit & Loss This Month

Revenue minus expenses for the current month, with expense ratio.

13.5 Busiest-Hours Heatmap

7-day × 14-hour grid (8 AM to 9 PM) showing where sessions cluster — useful for adjusting availability.

13.6 Ask AI (Premium)

A floating Ask AI button on the dashboard opens an AI assistant that can answer questions about your practice metadata — today's count, outstanding receivables, pending approvals, etc. The assistant never has access to clinical content (no patient names, no notes, no messages).