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Revenue Tracking

Monitor your clinic's financial performance with real-time revenue dashboards and analytics.

5 articles Updated: Apr 25, 2026 ~1 min read
1

Revenue Dashboard

Go to Reports › Revenue Dashboard to see your clinic's financial performance at a glance. View daily, weekly, and monthly revenue trends, top-performing services, and payment collection rates.

Pro Tip: Check the dashboard weekly to spot trends and identify opportunities for improvement.
2

Revenue by Service

See which dental procedures generate the most revenue. This helps you understand your clinic's service mix and identify high-value treatments to promote.

3

Revenue by Doctor

Track revenue generated by each doctor on your team. This helps with performance evaluation and compensation planning.

Note: Revenue by doctor includes all services, products, and procedures billed under that doctor.
4

Outstanding Balances

View all unpaid invoices and outstanding balances in one place. Sort by age, amount, or patient to prioritize collection efforts.

Important: Regular follow-up on outstanding balances improves cash flow and reduces bad debt.
5

Payment Methods Breakdown

See how patients are paying — cash, card, insurance, or online. This helps you understand payment patterns and optimize your payment processing.

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