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Staff
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Performance Dashboards
Dashboards designed to monitor how your staff are performing in your practice as a whole.
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| Child pages (Children Display) |
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Instructions
To share a dashboard at the report level you can share a variety of ways. The share button is highlighted below.
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These dashboards assess how your Veterinary staff are performing in your practice.
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. Every dashboard has a drop down arrow to switch between dashboards. Click on the arrow and select the new dashboard you wish to navigate to.
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The refresh button is yellow when a refresh is required to update a report with new data. It will be green when updated (as below)
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The menu on each dashboard includes a copy dashboard. The copy dashboard will create an editable duplicated dashboard where you can make or test any modifications you may need.
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The targets are set according to the estimated workload of that Vet. You will notice the target lines in the graphs of the staff reports are not a straight line. If the “target dentals” for a practice is 10 a week and a vet does 20% of the consults, repeat consults and vaccinations ( Client Facing Events ), then it allocates 20% of the total practice target to that vet - in this example “2 dentals” would be the target.
The table for each metric will show the period ( weekly or monthly ) the number of dentals Invoiced ( The actual doing count ), followed by the target and then the dentals converted ( The count of the dental that vet has generated for the practice )
The conversion number will usually continue to count when a Vet is on leave as they may have booked in a dental prior to going on leave.
The Business logic in the system will automatically identify when a vet is on leave and set their target to zero.
Your Profit Diagnostix support staff will have provided a detailed explanation of the dashboards made available on your data hub at setup. For further information please use the following link to book a call or meeting.
https://calendly.com/profit-diagnostix
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