Analytics & Reporting

Dashboard KPI cards

The main dashboard shows 12 KPI cards above the calendar:

Row 1 — Operational:

Slot Utilisation Rate, Appointment Completion Rate, No-Show Rate, Average Session Duration

Row 2 — Financial / Patient:

Average Revenue per Patient, Overdue Balance (alert if over EGP 1,000), New Patients This Month, Retention Rate

Row 3 — Specialty-specific (changes based on your clinic type):

Dental: Active Treatment Plans, Lab Requests Pending, Pending Rx, Patient Satisfaction

Optical: Eye Exams Today, Frames Dispensed, Contact Lens Orders, Satisfaction

Pediatrics: Vaccines Due This Week, Growth Alerts, Pediatric Patient Count, Satisfaction

Cardiology: High-Risk Patients, Pending ECGs, Device Patients, Satisfaction

Dermatology: Active Packages, Isotretinoin Patients, Before/After Pending, Satisfaction

Physiotherapy: Active Programs, Reassessments Due, Discharge Ready, Satisfaction

General: Chronic Patients, Certificates Issued, Referrals Sent, Satisfaction

All cards are clickable and navigate to the relevant detailed page.

Revenue analytics

Analytics > Revenue — available to Clinic Owner and Admin roles.

Total Revenue — by period (day/week/month/quarter/year)

Collected vs Billed — collection rate trend (healthy target: above 90%)

Daily Revenue Chart — spot busy and slow days

Revenue by Payment Method — cash, card, insurance, instalment

Revenue by Procedure — which services generate the most income

Revenue by Doctor — per-doctor contribution

All charts support custom date ranges. Export as Excel (one row per transaction) or PDF (summary report).

Patient cohort retention

Analytics > Cohort Retention — tracks whether patients come back.

The cohort matrix shows: for each month new patients, what percentage returned in months 1, 2, 3, 6, and 12 after their first visit.

Healthy retention benchmarks by specialty:

Dental: 60% at 6 months (scaling recall)

Dermatology: 70% at 3 months (active treatment)

Physiotherapy: 85% at 1 month (ongoing programmes)

General: 50% at 12 months (annual check-up)

Patients who have not returned within their expected recall window appear in the Lapsed Patients list for targeted recall campaigns.

Demand forecasting

Analytics > Demand Forecast — predicts appointment volume for the next 4 weeks.

The forecast uses historical appointment data (minimum 60 days required) and accounts for:

• Day-of-week patterns
• Public holidays in Egypt
• Seasonal trends
• Recent growth rate

Outputs a narrative summary and a week-by-week chart. Use this to schedule additional doctor sessions before predicted peaks, adjust staff rotas, and plan consumable stock ordering.

Doctor performance analytics

Analytics > Doctor Performance — available to Clinic Owner role.

Per-doctor KPIs over any date range:

VOLUME & PRODUCTIVITY

• Total appointments completed
• Average appointments per day
• Average session duration (from IN_CHAIR to session saved)
• Slot utilisation rate (appointments completed vs available slots)
• No-show rate

REVENUE

• Total revenue generated
• Average revenue per patient
• Top services by revenue

QUALITY

• Patient satisfaction score (average from post-visit WhatsApp rating — 1 to 5)
• Readmission rate (patients returning within 7 days of a session)
• Prescription volume (Rx written per session)

COMPARISON VIEW

Select 2 or more doctors to compare their KPIs side by side. Useful for identifying high performers and scheduling optimisation.

Note: Doctors can view their own KPIs from the Analytics section. They cannot see other doctors' data unless they have Clinic Owner role.