Staff Performance Dashboards

Staff Benchmark and KPI Dashboards

Dashboards designed to monitor how your staff are performing in your practice as a whole.

Navigation: Go to main menu → My Dashboards → Select dashboard

 

 

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Instructions

  1. . 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.

     

     

  2. 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)

     



     

     

  3. 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.

     

  4. To share a dashboard at the report level you can share a variety of ways. The share button is highlighted below.

 

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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