Business Intelligence

What this does

Business Intelligence brings your key metrics into one dashboard so you can:

• Track revenue, bookings, retention, and practitioner 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.

What’s inside

• Overview: High‑level KPIs and trend charts
• Revenue: Totals, trends, and breakdowns by practitioner and income type
• Practitioners: Patients, retention, LTV, and revenue per visit/hour
• Bookings: Booking volume, cancellations, and no‑shows
• Marketing: Email performance metrics
• Website & SEO: Traffic, pages, and search insights

Related guides

• Data Options
• CSV Integrations
• API Integrations (Coming Soon)