WriteUpp’s New ‘Dashboard’ Feature Explained
Here at WriteUpp, we love making life easier so recently, we introduced your own dashboard so you are able to see a timeline view of your recent activity along with simple KPI information to review how well your business is performing.
To access the dashboard, click on the ‘eye’ icon and then ‘Dashboard’. Alternatively, you can make it the default screen that you see when you log into WriteUpp by going to Settings->My Settings and ten specify your default start page as: Dashboard.
The Dashboard is simple and easy to navigate with neat little features to help managing your practice that bit easier!
The “Latest Activity” view which features infinite scroll allows you to scroll through all the key events that occur in your practice in a timeline style view. From here, you can then click on a row to see the detail relating to the event and at the same time the related patient (to the event) will become the Active Patient.
Specify Your Own KPIs (Key Performance Indicators)
We know how hard it is to run a small business so we have provided a simple mechanism to allow you to specify a single metric which we then use to provide you with a clean real-time view of the performance of your practice.
The measure we have chosen is “Monthly Target Income”.
This isn’t intended to be too complex so all you need to do is set your target income so that you cover your overheads (rent, rates etc) and any costs of sale that you incur PLUS your desired income.
- If the overheads (like Rent, Wages etc) for your practice are £1,100 per month
- and your costs of sales (i.e. costs there are directly attributable to sales like taping, telephone costs and postage) are £200 per month
- and over above those costs you want a desired (pre-Tax & NI) income of say £2,000 per month
- Then your Monthly Target Income = £1,100 + £200 + £2000 = £3,300
To set your ‘Month Target Income’ go to Settings>General Tab and scroll down to the bottom of the page to the Business Targets section at the bottom of the page.
The Monthly Target Income is then used to provide you with the following information on your dashboard
|Today’s Appointments||Shows the total value of the appointments across your practice for the current day|
|Month To Date Income||Shows the total value of the appointments across your practice in the current month up to the current day. For example, if its 15th of the month this figure will show the total value of all appointments from the 1st of the month to the 15th.|
|Total Value of Appointments in Diary this Month||Shows the total value of all of the appointments currently in the diary for the whole month. This gives you an indication as to whether or not you are going to generate enough income to achieve your income target|
|Appointments Not Invoiced This Month||Shows the total value of appointments that you have undertaken and not yet invoiced. This one’s really in here to make sure that you stay on top of cash collection.In case you might forget someone reasonably smart said “Revenue is Vanity … Margin is Sanity … Cash is King!”|
Colour Coded KPI’s
To make it even easier to make use of the KPI’s we have colour-coded them relative to your target. Figures in the “Current” column of the KPI’s will appear red when you are below target and will appear green when you are above target.