The Dashboards show a graphical overview of useful data involved in the management of the Practice.

A Dashboard can be selected on the left-hand side, reflective of the patient journey through FLEX.

Management can identify well performing sectors, areas with room for growth, and also those in need of development. 

The views can be customised to show one or all branches for Today, this Week, this Month, this Year, by Q1, Q2, Q3, Q4 or the Year to Date (YTD) - all mapped around your financial year.

A bespoke date range can also be entered. The Year to Date goes from the start of your tax / accounting year, which can be changed in the Setup. To discuss the data on these screens and how figures are arrived at, please raise a support ticket to book a call. We recommend checking out the video below before you do this:

A recent addition to the Dashboards is the ‘Business Performance’ Dashboard – drawing together key metrics into one place. Sales targets can be set against staff members / practices and ‘% met’ is displayed in the dashboard. Tooltips explain how figures are calculated.

To set the Branch target, navigate to Menu - Setup - Branch - Integration tab.

To set the Staff targets, navigate to Menu - Setup - Staff / Roles