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 staff 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 staff member and income type
- Staff: Patients, retention, LTV, and revenue per visit/hour
- Bookings: Booking volume, cancellations, and no‑shows
- Marketing: Email performance metrics
- Website & SEO: Traffic, top referral sources, pages, and search insights
Understand empty sections
Revenue, visits, and staff activity can stay at zero when that work is recorded in an EMR or another system. Business Intelligence explains this in the empty section and links you directly to the Marketing, Website traffic, and Google Search views that can still have data.
Import an EMR export when you want those outside records included. See
CSV Integrations for supported CSV workflows and Data Options for data source settings.
Review referral sources
Open Website & SEO to see the external sites that sent visitors to your website during the selected period.
- Top Referral Sources lists up to five sources with visitor counts.
- The card follows the dashboard date range for periods up to 90 days.
- If website analytics is not connected, the card explains what is missing instead of showing sample traffic.
- A period with no recorded referrals stays separate from a temporary analytics service problem, so you know whether to change the date range or try again.
Google Search alert settings stay collapsed until you select them, keeping the report and current alerts in view. Open Alert settings when you need to change thresholds, mute an alert type, or restore the defaults.
Related guides
Related Help Docs
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