This guide explains how to access and use the Analytics app to monitor your practice's financial performance, appointment data, and productivity metrics. The app allows for customized reports and easy data export from Lupa.
Steps to Access and Use Analytics:
1. To access and manage analytics, select the Apps section of the menu bar and click the Analytics icon.
2. Review Financial Insights
At the top of the page, you’ll see visual summaries of key financial data, such as:
Revenue evolution
Productivity over time
Service category breakdown
To focus on a specific period, click the calendar icons in the upper-right corner and select your desired date range.
3. Explore Appointment Metrics
Scroll further down to view data on:
Number of recent appointments
Staff productivity
Appointment booking methods
Again, you can filter by date range using the calendar icon in the top-right corner.
The Analytics app is designed to give you a quick, insightful snapshot of your practice’s performance, no spreadsheets required. Use the filters to tailor the data to your needs and keep track of trends that matter most. If you need help interpreting the graphs or creating custom reports, our support team is here to assist!