Business Intelligence
Understand your performance, switch data sources, and monitor key KPIs.
What this does
Business Intelligence brings your key metrics into one dashboard so you can:
- Track revenue, bookings, retention, and practitioner performance
- Review marketing email results alongside website insights
- Switch between Internal, EMR, and Demo data
- See how current data compares across different time ranges
Where to find it
Open Business Intelligence from your website workspace.
If your account has access, you can also open it from Settings. Use the settings search field and look for Business Intelligence or related terms like analytics, reports, traffic, conversions, revenue, and metrics.
What’s inside
- Overview: High‑level KPIs and trend charts
- Revenue: Totals, trends, and breakdowns by practitioner and income type
- Practitioners: Patients, retention, LTV, and revenue per visit/hour
- Bookings: Booking volume, cancellations, and no‑shows
- Marketing: Email performance metrics
- Website & SEO: Traffic, pages, and search insights
Related guides
Related Help Docs
Updated Jun 25, 2026
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