Access the Revenue Tracker dashboard by navigating to My Dashboards on the toolbar and selecting Revenue Tracker from the dropdown.
Revenue Tracker Overview
The Revenue Tracker dashboard displays Year-to-Date (YTD) revenue data compared to the two previous years. Depending on a user's permissions, the dashboard can present data at the individual practice, area, or group level. It also benchmarks performance against the current year's revenue target.
Key Features
Practice and Group Selection:
For group-level users, select 'Show data for all practices' to access dashboards for individual practices.Graphical Revenue Insights:
The dashboard includes several graphs illustrating overall revenue (YTD and monthly) and revenue by key business areas: Private Dental, Hygiene, Capitation, and Public health schemes (where applicable).In-Tile Help Guides:
For more detailed explanations about each graph, consult the local Help guides found within each graph tile.
Setting Financial Targets
To configure financial targets:
Click the Settings cog (top right)
Click Practice Account Manager
Select Financial Target Management from the menu
Available Target Categories
You can set annual targets for the following revenue streams, depending on your location:
UK Practices: NHS Revenue, Private Dental Revenue, Hygiene Revenue, Private Capitation Plans, Product Sales
Republic of Ireland (ROI) Practices (if applicable): GMS
Practice Selection
When you have access to multiple practices, the dashboard defaults to displaying a summary of all practices. To view data for specific practices:
Click on "Show data for all practices"
Select the desired practice(s) from the list
Click the "Refresh" button on the right side of the Practice Selection tile
