The Dashboard is the first screen when you log in. It gives you a financial and operational overview of your brand. Access it via Home in the left sidebar.
Date Range
Use the date range selector in the top right to filter the entire dashboard. Options: 7D, 30D, 90D, YTD, Last Year, or a Custom range.
Financial Summary (Top Row)
Six metrics across the top show your financial performance for the selected period:
Metric | Description |
Revenue | Total revenue captured |
Expenses | Total expenses (pharmacy reimbursements + consult fees) |
Net Profit | Revenue minus expenses |
Profit Ratio % | Net profit as a percentage of revenue |
Total Growth By Revenue % | Revenue growth vs. previous period |
Total Growth By Net Profit % | Net profit growth vs. previous period |
Each metric shows the percentage change vs. the previous period in small text below the number.
Patient Summary
On the right side of the dashboard, the Patient Summary panel shows three counts:
Count | Description |
Active Patients | Patients who are currently prescribed |
Inactive Patients | Patients who have missed their follow-up by 30+ days |
Drop-off Patients | Patients who completed the questionnaire but did not complete checkout |
These are live counts, not period-filtered.
Charts
Total Sales — a chart of sales over the selected period (Total, Avg/mo, Latest, Peak). Net Revenue — net revenue after expenses over the period. New Patients — new sign-ups over the period; click View All to go to the full Patients list.
Order History
A table of recent orders showing Date, Order #, Patient name, Product name, Pharmacy, and Amount. Click View All to go to the full Orders section.
Payment (KPI Window)
A table of recent payments showing Date, Patient name, Order #, Total amount, Discount applied, and Amount paid. Click View All to go to Orders > Payments.
Daily Routine
Check the Dashboard at the start of each day. Pay attention to drop-off count, inactive patients, and net profit trending negative (review expense vs. revenue ratio).