Decisions
Reports and indicators for an aesthetic clinic
The dashboard opens with today's numbers: appointments today and tomorrow, active conversations, open alerts, new clients this week and messages today. Finance completes the picture with cash, payables, income statement, monthly flow and CSV export.
A number that arrives late is not information, it is history. These indicators exist for today's decision — and they are computed in your clinic's timezone, not the server's.
- Appointments today and tomorrow, in the clinic's timezone
- Active conversations in the last 24 hours
- New clients in the last 7 days
- Open operational alerts
- Income statement, monthly flow and payables
- CSV export to take to your accountant
The right day, not the server's day
Comparing dates in UTC shifts the day past a certain hour — and the clinic would see tomorrow's schedule as if it were today. Here the cut uses the clinic's configured timezone, so "today" is the today of whoever opens the screen.
Each person sees their own slice
For anyone who is not an administrator, the numbers are limited to appointments of the professionals they may see. The dashboard is not a window into the whole operation: it is the slice of the role that signed in.
From indicator to close
Finance carries the same data forward: daily cash, payables, the period statement and monthly flow. CSV export exists so the conversation with your accountant happens over numbers, not recollection.
What the reports are not
To set expectations:
- It is not a BI tool with dashboards the clinic assembles
- It does not forecast or project revenue
- It does not reconcile with the bank statement — numbers come from the system's own sources
- It does not issue tax documents from a report
Frequently asked
Questions about the numbers
Does my team see the clinic's revenue?
Only whoever has the role for it. Indicators are filtered on the server by what the person may see, not merely hidden on screen.
Can I take the numbers to my accountant?
Yes. The CSV export takes the financial report to your accountant, alongside the income statement and period flow.
Do the numbers match the cash book?
They come from the same sources the cash book uses. What does not exist is bank statement reconciliation, and that is in the limits above.
Open the dashboard with today's numbers
Create the account and see your clinic's indicators from the first appointment.
Meet Bia