Where to find it: Go to Analytics and select Appointment Dashboard from the dashboard picker at the top of the page.
What the Key Metrics Mean
When you group appointments (by provider, location, service, etc.), the table shows summary metrics for each group. Here’s what each one tells you:| Metric | What it means | Why it matters |
|---|---|---|
| Total Value | Combined dollar value of all appointments in the group | Shows revenue potential — though keep in mind this reflects what was booked, not necessarily what was collected |
| Avg Value | Average dollar value per appointment | Helps you understand the typical value of each visit |
| Online % | Percentage of appointments booked by patients online | A high number means your online booking is working well; a low number might mean patients prefer to call, or don’t know online booking exists |
| Cancelled % | Percentage of appointments that were cancelled | Helps you spot services or providers with unusually high cancellation rates — if you see a spike, it might mean patients are finding better options or that scheduling is too far out |
| No Show % | Percentage of appointments where the patient didn’t show up | Persistent no-shows cost you money; this helps you identify which patients, services, or time slots have the worst no-show rates |
| New Patients | Count of first-time patients | Useful for measuring marketing ROI — are your campaigns bringing in new people? |
| Unique Patients | Count of distinct patients (not repeat visits) | Tells you how many different people you’re seeing, not just how many appointments you have |
When viewing individual appointments (with “Group By” set to none), the Online, Cancelled, No Show, and New Patient columns show a checkmark icon instead of percentages.
Commonly Asked Questions
How many new patients did we get this month?
| Setting | Value |
|---|---|
| Date Range | This Month |
| Filters | Patient Type = New Patients |
| Group by | Month (to see the trend) or Provider (to see who’s bringing them in) |
Why are patients cancelling?
| Setting | Value |
|---|---|
| Date Range | Last 3 months |
| Filters | Status = Cancelled |
| Group by | Service or Provider |
Filters
Narrow your results with these filters:| Filter | What it does |
|---|---|
| Providers | Show only appointments for selected providers |
| Locations | Show only appointments at selected locations |
| Services | Show only appointments for selected services |
| Status | Filter by appointment status: Pending, Reserved, Confirmed, Completed, Cancelled, or No Show |
| Patient Type | Show only New Patients (first-timers) or Existing Patients (returning) |
Special behavior when filtering by status: When you filter by Cancelled only, the table automatically adds Cancellation Reason and Cancellation Date columns and hides Online % and No Show %. When you filter by Confirmed only, Online % and No Show % are also hidden since those metrics don’t apply to confirmed appointments. See the Commonly Asked Questions section for more on using these filters.
Grouping Options
| Group by | What it shows |
|---|---|
| Provider | One row per provider with their appointment totals |
| Location | One row per clinic location |
| Service | One row per service type |
| Date | One row per day |
| Week | One row per week (labeled “Week of [date]“) |
| Month | One row per month |
Tips
Compare provider workloads: Group by Provider to quickly see who’s booked up and who has capacity. If one provider has significantly more appointments than others, it might be time to redistribute.
Export for meetings: Use the Export button to download the current view as a spreadsheet. This is handy for weekly team meetings or monthly reports — set your filters and date range first, then export exactly what you need.