Dashboard
The Dashboard is the first screen you see after logging in. It surfaces the numbers and the day-to-day signals you need to run the practice, all on a single scrollable page.
If one data source fails or is slow, the others still render. You will never see a fully blank dashboard because of a single broken query.
Patient Statistics
The top row shows headline counts:
- Total patients on your roster
- Active patients (those marked active)
- Today's appointments across all staff
- This week's appointments
- Completed this month and cancelled this month
Revenue and Cost
The revenue widget computes:
This month
- Total revenue (paid invoices)
- Total cost (services + materials)
- Net profit (revenue minus cost)
Per-appointment averages
- Average revenue per appointment
- Average cost per appointment
Today's Appointments
A live list of every appointment scheduled for today, ordered by start time. Each row shows:
- Patient name (clickable, opens the patient profile)
- Start and end time
- Appointment type or service
- Current status
- Any notes
Inventory Alerts
Every inventory item at or below its minimum stock alert is listed here with its current quantity and unit. Click an item to jump to its inventory record.
Skim it once a week. Any item on this list should be on a purchase order before it disappears.
Service Capacity
For every service that has linked materials, the dashboard computes how many times you could perform it with your current stock. The limiting material is named explicitly.
- "Routine cleaning: 8 (limited by Prophy paste)"
- "Root canal: 3 (limited by Endodontic files)"
Trends and Forecasts
The trends section visualizes:
- Monthly trends - appointments, revenue, and cost over the last several months
- Top services - the services driving the most visits
- Patient cost analysis - top patients by revenue and cost per visit
- Top used materials - what your practice consumes most
- Upcoming reservations - planned materials for the next set of appointments
- Financial trends - growth rates and next-month projections
The forecasts use simple historical extrapolation. They are useful for spotting direction, not for committing to specific targets.
Configurable Boards
The dashboard is yours to arrange. Click the gear icon in the top right to open the customization panel, where you can:
- Turn boards on or off so you only see what matters to you
- Reorder boards by dragging them, or with the move up and move down controls
- Choose which key stats appear in the top row (total patients, today, this week, completed, revenue, net profit)
Every change is saved on your device the moment you make it, so your arrangement survives reloads and relaunches. The layout is per user, so each clinician can tailor their own dashboard.
Branding the Dashboard
The Settings > Branding tab lets you set a primary color and logo for your practice. The dashboard cards pick up your colors automatically, with contrast adjusted so the text stays readable.
- Logo appears in the top bar and on printed invoices
- Card accent colors follow your brand palette
- Defaults are used until you configure your own
Where the Data Comes From
Every widget runs SQL against your local SQLite database when the dashboard loads. No data leaves your device. If sync is enabled, the dashboard reflects the synced state of the organization database.
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