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Dashboard Overview

The dashboard helps clinic teams understand what needs attention right now. It brings together appointments, consultations, preventive care, billing, inventory, and admin metrics in one place.

Dashboard overview screen

Who uses this page​

  • clinic administrators
  • front-desk staff
  • doctors and supervisors
  • billing and inventory staff

What the dashboard shows​

Today's Focus​

The top section highlights the current operational queue. It includes focus buttons such as:

  • All
  • Clinical
  • Billing
  • Inventory
  • Admin

Use these to reduce noise and show the metrics most relevant to the next task.

Quick Actions​

Quick Actions provide shortcuts to the most common tasks available for the current user role. Depending on access, these may include:

  • New Appointment
  • Add Pet Parent
  • New Consultation
  • Add Vaccination
  • Add Deworming
  • Open POS
  • Create Quotation
  • Add Purchase
  • View Inventory
  • Subscription

Clinic Snapshot​

The lower dashboard section groups operational metrics by workflow. It can show:

  • today's appointments
  • consultations
  • vaccines due
  • deworming due
  • pet parents
  • pets
  • invoices
  • receivables
  • coupons
  • memberships
  • products
  • low stock
  • suppliers
  • purchases
  • clinics
  • users
  • doctor profiles

How to use the dashboard effectively​

  1. Start with Today's Focus to match the work currently happening in the clinic.
  2. Review the top summary cards for urgent load, such as appointments or low stock.
  3. Use Quick Actions to move directly into the next task.
  4. Switch to the relevant focus area before reviewing detailed metrics.

Helpful controls​

  • Compact and Comfortable density modes let users adjust how much information appears on screen.
  • Show all metrics expands the dashboard when the All view is active.

Best practice​

Use the dashboard as an operational starting point, then move into the specific module you need. The dashboard is best for awareness and quick action, not for completing detailed records.