Dashboards

Overview

Dashboards give you a clear view of the information you want to monitor regularly. Flux includes standard dashboards for the main areas of your practice, and you can also create custom dashboards for a recurring question, meeting, or team.

With Dashboards, you can:

• use the ready-made dashboards to monitor your practice;
• create a custom dashboard for a specific question, meeting, team, or period;
• add the analyses that matter to that dashboard;
• display information as a metric or chart;
• apply filters across the dashboard or to an individual card;
• arrange cards so the most important information is easy to scan; and
• open a card in Analysis to explore the result in more detail.

A good dashboard stays focused. It helps you notice what needs attention, understand the context around it, and move into a deeper analysis when needed.

Standard dashboards

Open Analytics from the side menu. The Overview dashboard brings together a selection of key results, such as appointments, unique patients, and the average appointment duration. It also includes sections that link to subject dashboards, such as Planning and Financial.

Use the dashboard navigation at the top of the page to switch between the available subjects. The available dashboards depend on your organisation and access.

Use the shared filter bar to set the period, time unit, comparison, practitioner, or location. Flux applies each selection to the cards where it is relevant. Select a card to open the result in Analysis and investigate it in more detail.

Custom dashboards

Custom dashboards let you bring together the analyses that matter to a specific purpose. Use them for a weekly review, a management meeting, a service line, or another recurring question.

Create a custom dashboard

Open Dashboards from the Analytics area and select New dashboard.

Give the dashboard a short, recognisable name that describes its purpose. For example, you might create a dashboard for weekly practice operations, appointment capacity, referral activity, or financial performance.

Start with a small number of cards. You can add more once the dashboard answers its main question clearly.

Add cards

Select Add card to place an analysis on the dashboard. You can add an existing analysis or create a new one for the dashboard. For each card, choose how to display the result:

• Metric for a single number that is easy to monitor at a glance.

• Chart for changes, patterns, or comparisons over time or between groups.

The same analysis can be used on more than one dashboard. This makes it easy to reuse a useful metric while presenting it in the right context for different teams or meetings.

Filter a custom dashboard

Use the filter bar at the top of a dashboard to refine all relevant cards at once. Depending on the data in the dashboard, you can filter by a period, practitioner, location, or another shared selection.

Dashboard filters give every applicable card the same context. For example, setting a period lets you compare activity, capacity, and financial results for that same period.

You can also set filters on an individual card. A card-specific filter affects that card only, so you can keep one overall dashboard while highlighting a particular location, practitioner, service, or group. Some cards may not use every dashboard filter. Flux shows this on the card, so you can see when a selection does not apply to its data.

Arrange cards

Arrange cards to match the way you review the information. Put the most important metrics first, group related cards together, and use clear sections for different topics.

Use a compact layout for quick checks, with a small number of metrics and trend charts. Use a wider layout for a review meeting, where tables and more detailed comparisons need room.

Review the dashboard after you have arranged it. Each card should add useful context; remove or replace cards that repeat the same answer.

Explore results

Select a card to open it in Analysis. The analysis opens with the dashboard’s current filters, so you can investigate a pattern without starting again.

In Analysis, you can change the measure, grouping, segments, and filters to answer a more specific question. Return to the dashboard when you want to continue monitoring the higher-level view.

Keep dashboards useful

Create dashboards around a clear, recurring purpose rather than collecting every available metric on one page. A weekly operational dashboard, for example, may focus on current activity and capacity, while a monthly management dashboard may focus on trends and outcomes.

Review dashboards from time to time. Update cards when a process, service, or reporting question changes, and remove dashboards that are no longer used. This keeps Analytics easy to navigate and helps everyone focus on the information that matters.

Work safely with dashboards

Dashboard cards can show personal, care, operational, and financial information. Use filters and card settings that are appropriate for the people who will view the dashboard, and follow your organisation’s rules when discussing or sharing the information.

Frequently asked questions

Frequently asked questions about custom dashboards in Flux.