Business Performance Dashboards
- Bill Eastgate (Unlicensed)
Business Benchmarks and KPI Dashboards
The data is collected in a read only format from you practice management and accounting systems and is updated every 24 hours.
These dashboards are released globally to all practices.
Navigation: Go to main menu → My Dashboards → Select Dashboard
Instructions
. 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.
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)
To share a dashboard at the report level you can share a variety of ways. The share button is highlighted below.
If choosing the Share Dashboards Periodically link listed below from the report level (not setup wizard), go to step 3
Your Profit Diagnostix support staff will have provided a detailed demonstration of the dashboards made available on your data hub at the time of setup. For further information please use the following link to book a call or meeting.
https://calendly.com/profit-diagnostix
Click on Images to enlarge
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