The Revenue Overview Dashboard serves as a supplemental financial reporting tool that provides a detailed view of your practice’s earnings. It breaks down revenue by key categories over time, helping you identify trends, track performance, and make informed business decisions.

Staff with the permission analytics_dashboard_revenue_overview assigned to a role will have access to this dashboard in Analytics.

The Summary Tab is your starting point for understanding your practice’s overall financial performance. It provides a high-level snapshot of key metrics, including total revenue for the selected period, the number of patient visits, and both average and median invoice amounts. You’ll also see a revenue trend chart that visually tracks changes over time, helping you quickly identify growth patterns or potential slowdowns.

✨ Use this tab for a quick yet comprehensive overview of how your practice is performing before diving deeper into provider, service, or client-specific insights.

The By Provider Tab offers a detailed breakdown of revenue generated by each veterinarian in your practice. It includes a comparison table that highlights each provider’s total earnings, along with growth percentages that show changes in performance over time. A trend chart visually displays how individual provider revenue evolves, making it easy to spot patterns, fluctuations, or standout results.

✨ Use this tab to evaluate doctor productivity and performance, identify top contributors, and recognize opportunities for coaching, workload balancing, or strategic scheduling adjustments that can help optimize overall revenue.

The By Invoice Tag Tab provides an in-depth look at how different product categories contribute to your practice’s overall revenue. Revenue is broken down by your practice’s invoice tags, allowing you to see exactly where your earnings are coming from. A comparison table displays each category’s revenue totals along with growth percentages, allowing you to track performance and identify shifts over time. The accompanying trend chart visualizes how revenue from each invoice tag evolves, helping you pinpoint seasonal patterns, emerging opportunities, or areas that may need attention.

✨ Use this tab to understand which product categories are driving the most revenue and to guide decisions around inventory management, pricing strategies, and service focus.

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The By Account Type Tab provides insight into how different client segments contribute to your practice’s revenue. Revenue is grouped by account types, such as Breeders, Rescues, Shelters, or other categories defined by your practice, allowing you to see which segments generate the most income. A comparison table displays revenue totals for each account type, along with visit counts and growth percentages, helping you evaluate both financial performance and client activity over time.

✨ Use this tab to analyze the profitability of each client segment, identify which groups drive consistent or high-value business, and uncover opportunities to strengthen relationships, tailor marketing efforts, or adjust pricing and service strategies to better meet each segment’s needs.

The By Species Tab highlights how different species contribute to your practice’s revenue, giving you valuable insight into which patients drive the most business. Revenue is broken down by species, such as canine, feline, avian, etc., so you can easily see where the bulk of your earnings originates. A comparison table displays total revenue, visit counts, and growth percentages for each species, helping you track performance and changes over time. You’ll also find data on the average invoice net total by species, along with a revenue by patient age chart, which includes average invoice values and visit counts to reveal patterns based on patient demographics.

✨ Use this tab to understand which types of patients contribute most to your revenue, identify trends in species-specific care, and uncover opportunities to adjust your service offerings, pricing, or outreach strategies to better serve your most valuable patient populations.

The By Breed Tab offers a focused look at how revenue is distributed across canine and feline breeds, allowing for a deeper understanding of your core patient demographics. This view highlights which breeds generate the most revenue and how spending patterns vary among them. It includes detailed metrics on revenue and average invoice net totals, organized by age bands within each breed category, helping you uncover relationships between patient age, breed, and financial performance.

✨ Use this tab for in-depth demographic analysis; to identify which breeds are most frequently seen, which tend to require higher-value services, and how age-related trends impact care patterns and profitability. These insights can help inform your inventory planning, preventive care strategies, and client education efforts to better align with the needs of your most common patient populations.

The Detail Tab provides a comprehensive, line-by-line view of your invoice data, offering the most granular level of financial insight within the Revenue Overview Dashboard. Each entry includes individual line-item details, such as specific products, providers, and associated amounts, allowing you to examine the exact components that make up your revenue totals. This tab is particularly useful for investigating specific transactions, verifying calculations, or tracing discrepancies between reports.

✨ Use this tab to validate overall revenue figures, confirm that data is being categorized correctly, or spot anomalies that may require follow-up. The Detail Tab serves as your go-to resource for deep financial auditing and quality assurance, ensuring your reports remain accurate, transparent, and reliable.