Practice Overview dashboard: Data about the performance of your practice
IDEXX Insights has the Practice Overview dashboard. The dashboard gives easy visual access to analytics about the performance of your practice.
Examples of what you can use the dashboard to do:
- See the gross revenue
- See the number of invoices
- See the gross revenue for each invoice
- See the number of appointments and the number of invoiced patients
- Compare each value with the value for the same period in the previous year
- See how revenue changes during a selected date range
- See which services and products make the most revenue
- See the number of patient visits of appointments for each day of the week
- See the percentage of appointments for each species
- Export data as CSV format or as PDF
- Download the dashboard data in a file
Note: To get access to the practice overview dashboard, you must sign up for IDEXX Insights. To sign up, you must have the user account permission to see the Performance Summary report and the Invoice Revenue by Group report.
Note: The Practice Overview dashboard refreshes data daily.
Note: To show the analytics of one practice only, use the Practice Name filter. The dashboard does not have filters for a department or a business unit.
Note: The Revenue by Top Invoice Items table shows only the 25 products and services that have the most gross revenue. The Appointments by Species chart shows only the 5 species that have the most appointments.
Dashboard values and ezyVet reports
You can compare some values in the dashboard with the values in ezyVet reports. Use the same date range in the dashboard and in the report.
| Dashboard value | ezyVet report | How to compare |
|---|---|---|
| Gross Revenue | Invoice Revenue by Group | Group the report by product group. |
| Invoices | Performance Summary | Use the same date range. |
| Gross Revenue per Invoice | Performance Summary | Use the same date range. |
| Invoiced Patients | Invoice Revenue by Group | Group the report by animal. |
| Clinic Revenue Trend | Performance Summary | Use the same date range. |
| Revenue by Service | Invoice Revenue by Group | Group the report by product group. |
| Revenue by Top Invoice Items | Invoice Revenue by Group | Group the report by product. |