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Sales

Updated

Sales sums up billing for the selected clinic over the period you choose.

Who can use it: professionals, administrators and owners. What you see depends on the plan.

Sales with the totals and the revenue chart

How to use it

  1. Go to Finance → Sales and choose the clinic at the top.
  2. Choose the period (7 days, 30 days, 90 days or 1 year) and how to group the chart (Daily, Weekly or Monthly).
  3. Overview shows the totals and charts. By Doctor shows what each professional billed.

What each number means

Figure What it counts
Total Revenue The sum of the prices of completed appointments in the period.
Pending Payments Appointments not yet paid (confirmed or completed) and their amount.
Average ticket Revenue per completed appointment.
Total volume Appointments in the period.
Top performer The professional with the most revenue.

What each plan includes

Plan What you see
Free The totals.
Solo Plus the revenue-over-time chart and the payment split.
Growth and Pro Plus By Doctor.

Good to know

  • Revenue counts completed appointments, even if the patient hasn't paid yet. For what's still to collect, see Pending Payments.