Dashboard Overview
Monitor key metrics across all business functions
Total Appointments
1,247
+12% from last month
Revenue
$24,580
+8% from last month
Active Clients
847
+15% from last month
Conversion Rate
78%
+5% from last month
Recent Activity
New appointment booked - Dr. Smith at 2:30 PM
5 min agoPayment received - 50 from John Doe
12 min agoInventory low - Vitamin D supplements
1 hour agoQuick Actions
Business Type Selector
Doctors
Patient scheduling, EHR management, prescriptions
Clinics
Multi-practitioner, queue tracking, lab management
Yoga Studio
Class booking, membership, attendance tracking
Recruitment
Job posting, candidates, interview management
Wellness
Spa booking, memberships, service management
Coaching
Session booking, progress tracking, goal management
Manufacturing
Production tracking, inventory, quality control
Astrologer
Horoscope booking, chart generation, consultations
Vaastu Consultant
Site visits, reports, geo-location services
Property Consultants
Listings, leads, site visits, transactions
Appointment Management
Calendar View
Today's Schedule
9:00 AM - John Doe
Consultation • 30 min
10:30 AM - Jane Smith
Follow-up • 15 min
2:00 PM - Mike Johnson
New patient • 45 min
3:30 PM - Sarah Williams
Lab review • 20 min
Quick Stats
Patient Records
Recent Records
| Patient | Last Visit | Status | Actions |
|---|---|---|---|
John Doe john.doe@email.com |
Today, 9:00 AM | Active | |
Jane Smith jane.smith@email.com |
Yesterday, 2:30 PM | Pending | |
Mike Johnson mike.j@email.com |
May 4, 11:00 AM | Active |
Quick Stats
Total Patients
1,247
New This Month
+42
Active Records
892
Recent Activity
John Doe - updated
Jane Smith - new record
Mike Johnson - scheduled
Analytics & Insights
Data-driven insights to optimize your business performance
Total Revenue
$24,580
+12% from last month
Active Records
1,247
+8% from last month
Conversion Rate
78%
+5% from last month
Weekly Growth
12%
+3% from last week
Performance Metrics
Top Metrics
- Revenue per Patient 95.47
- Average Session Time 45 min
- Patient Satisfaction 94%
- Repeat Rate 78%
Key Insights
Revenue increased by 12%
Compared to last month
Customer satisfaction improved
Based on recent feedback
Engagement rates rising
Across all channels
Insights Dashboard
Interactive Analytics Dashboard
Monthly Trends
Chart visualization
Real-time Stats
Quick Actions
Real-time Analytics
Timeline Insights
Revenue increased 12%
This week vs last week
New patients +47
This month
Retention rate improved
Based on recent data
Performance Indicators
Monthly KPIs
Billing & Payments
Streamlined invoicing and payment processing for all business types
Digital Payments
Accept payments via credit card, digital wallets, and ACH transfers
Mobile Payments
Process payments on-the-go with mobile POS solutions
Payment Analytics
Track payment trends and customer spending patterns
Revenue Overview
Payment Methods
Quick Actions
Recent Transactions
| Invoice | Client | Amount | Status | Date | Actions |
|---|---|---|---|---|---|
| INV-001 | John Doe | 50.00 | Paid | May 15, 2024 | |
| INV-002 | Sarah Miller | $200.00 | Pending | May 20, 2024 | |
| INV-003 | Robert Wilson | $75.00 | Paid | May 18, 2024 |
Payment Analytics
Auto-billing
Recurring payments enabled
For memberships and subscriptions
Payment reminders active
Sent 3 days before due date
Compliance
Inventory Management
Track products, supplies, and equipment across all business types
Stock Tracking
Real-time inventory levels with automated alerts for low stock
Smart Replenishment
AI-powered reordering based on usage patterns and demand
Multi-Channel Sync
Sync inventory across online, retail, and warehouse locations
Stock Overview
Quick Actions
Top Categories
Inventory Items
| Item | SKU | Stock | Location | Status | Actions |
|---|---|---|---|---|---|
| Stethoscope | MED-001 | 25 | Room A-1 | In Stock | |
| Bandages | MED-002 | 3 | Room B-2 | Low Stock | |
| Thermometers | MED-003 | 0 | Room C-1 | Out of Stock |
Stock Alerts
Supplier Management
Active Suppliers: 12
Last order: 2 days ago
Pending Orders: 3
Expected delivery: May 25
Analytics
Staff Management
Manage your team across all business types and roles
Team Dashboard
Unified view of all staff members and their current status
Smart Scheduling
AI-powered shift assignment based on availability and workload
Performance Tracking
Monitor staff performance with real-time metrics and insights
Team Overview
Departments
Quick Actions
Staff Directory
| Staff | Role | Department | Status | Actions |
|---|---|---|---|---|
|
JD
Dr. John Doe
john.doe@clinic.com
|
Doctor | Cardiology | Active | |
|
SM
Sarah Miller
sarah.miller@clinic.com
|
Nurse | Emergency | Active | |
|
RW
Robert Wilson
robert.wilson@clinic.com
|
Admin | Reception | On Leave |
Performance Metrics
Shift Analytics
Morning: 8 staff
7 AM - 3 PM
Evening: 12 staff
3 PM - 11 PM
Night: 4 staff
11 PM - 7 AM
Team Features
Client Communication
Unified messaging across all business touchpoints
Workspace Booking
Book meeting rooms and coworking spaces for client sessions
Group Sessions
Manage group meetings and collaborative sessions efficiently
Professional Spaces
Professional meeting environments for client consultations
Communication Channels
Engagement Stats
Automation Status
Recent Messages
| Client | Channel | Message | Status | Date | Actions |
|---|---|---|---|---|---|
| John Doe | Appointment reminder for tomorrow | Sent | May 15, 2024 | ||
| Sarah Miller | SMS | Follow-up message after session | Delivered | May 20, 2024 | |
| Robert Wilson | Payment reminder for outstanding balance | Pending | May 18, 2024 |
Client Satisfaction
Active Campaigns
Welcome Series
2,347 recipients
Follow-up Series
1,892 recipients
Birthday Campaign
567 recipients