Not applicable for sites without Practice Manager
Practice KPI provides an overview of the practice in a graphical format using the information in the database. You can see things at a glance at any point in time.
You can view the key performance indicators (KPI) associated with:
an employee (personal)
the practice as a whole.
These views show the following information:
Select the Practice Manager view from the drop-down. The associated graphs are displayed.
Use the right-click menu to customise the input data for the graph in the view. Each graph has an individual set of associated right-click menu options.
Practice Manager only
You can make some changes to the views within Practice KPI, such as selecting display options and data filters.
Click Save homepage from the Tasks bar to keep these changes for the view.
Click Reset homepage from the Tasks bar to revert to the previous settings for that view.
(AE) Aged Debt Toolbox option
(AE) Aged WIP Toolbox option
(AE) Approve Toolbox option
(AE) Employee Budget Analysis Toolbox option
(AE) KPI Data Toolbox option
(AE) Productivity Toolbox option
(AE) Top Ten Toolbox option
(AE) Twelve Month Data Toolbox option
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