Dashboard & Planners
Dashboards and planners designed to give Practice Managers clarity, visibility, and confidence.
These tools help you see what’s happening across your practice, stay organised, and plan ahead — without needing complex reports or spreadsheets. They’re designed to support informed decision-making and help you feel in control of the bigger picture.
Dashboard & Planners
Practice Oversight Dashboards
Practice Snapshot Dashboard
A high-level overview of key practice areas to help you quickly understand how the practice is tracking at a glance.
Compliance Snapshot Dashboard
A simple visual overview of key compliance areas to help you stay on top of obligations and identify what needs attention.
People & Team Dashboard
An at-a-glance view of your team to help you stay across staffing, capacity and people-related priorities.
Planning & Focus Tools
KPI Snapshot Dashboard
A clear, simplified way to track key performance indicators and spot trends without feeling overwhelmed by data.
Practice Manager Planner
Your central planning tool to help you organise priorities, manage workload and stay focused across the practice.
Weekly Focus Planner
A simple weekly planner to help you prioritise key tasks and stay focused on what matters most each week.
Performance & Reporting
Monthly Planning & Review Planner
A structured way to reflect on the past month, plan ahead and stay proactive rather than reactive.
