Financial overview
Revenue & profit
Track income, clinical costs, and expenses for the selected period.
Revenue
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By treatment date
Cost of Service
—
Same period as revenue
Gross Profit
—
Revenue − cost of service
Promo / Free visits
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Promo and free treatments
Lost Promo / Free revenue
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Promo reductions and free treatments in this period
Loyalty Free visits
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Earned 2-paid, third-free rewards
Loyalty lost revenue
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Not included in cash revenue or profit
Outstanding patient credit
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Prepaid balance · not revenue
Prepaid package sales
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Recognized once at sale
Expenses
—
Same period
Net Profit
—
Gross profit − expenses
Cash activity
Revenue trend
Collected revenue by day for the selected period.
Revenue
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Clinical team
Revenue by doctor
Compare collected revenue across doctors.
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Spending mix
Expenses by category
See where operating expenses are concentrated.
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Record an expense
Recurring expenses
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