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What Do My Dashboard Metrics Mean?

  1. Reports
  2. What Do My Dashboard Metrics Mean?

    3. 9 min read

Staff Access Level: All levels

Jane Plan: All plans

Add-On required: No

Geography: 🌐 All geographies

The Practitioner Dashboard is organized into sections, each covering a different area of your activity. This guide explains what each metric represents and how it’s calculated.

đŸ©” Jane Tip: Hover over the ? icon next to any metric on the dashboard for a quick description of what that number represents.

Dashboard Metrics Reference

Primary Metrics

Total Patient Count

The number of unique patients who had an arrived appointment within the date range. The graph breaks this down by new and returning patients. On the weekly and monthly views, each patient counts once per bar.

  • A patient is counted as new if at least one visit during the date range was their first visit with you.
  • A patient is counted as returning if all of their visits during the date range were repeat visits.

Total Visits

  • The number of arrived appointments within the date range.
  • If the same patient visits multiple times, each visit counts towards the Total Visits.
  • Appointments that were arrived and later cancelled or marked as a no-show aren’t counted, and neither are appointments without a treatment.

Utilization

The percentage of your scheduled shift time spent seeing patients. Calculated as:

(Booked Time) / (Shift Duration - Breaks and Blocked Time)

  • Booked Time: Total time occupied by arrived appointments. No-show, cancelled, deleted, and rescheduled appointments are excluded. Overlapping appointments are counted once, and a group class counts once no matter how many patients attend.
  • Shift Duration: Total duration of all scheduled shifts within the date range. Overlapping shifts are counted once.
  • Breaks and Blocked Time: Total time set aside as breaks or blocked off on your calendar. This time is excluded because you aren’t expected to be booked during time you’ve intentionally set aside.

Total Billed

The total invoiced amount for appointments and products within the date range. Only the patient’s portion is counted; amounts billed to insurers aren’t included. Removed items, items not yet purchased, and invoices that haven’t been issued aren’t included. If nothing was billed in the date range, you’ll see “—”.

Total Collected

The total payments collected within the date range that were applied to invoices assigned to you.

📣 Heads up: Total Collected may not match Total Billed for the same period. Outstanding invoices may not yet be paid, or a payment may have been applied to an invoice from outside the selected date range.

These financial metrics are only visible if financial metrics have been enabled for your account by an Account Owner or Full Access user.

Your Chart Entries

This section shows the status of your chart entries for arrived appointments within the past 90 days, broken down by signed, draft, and not started. It counts clinical notes only. Intake forms and surveys aren’t included, and neither are entries dated in the future.

  • Click Signed or Draft to go to your charting area, pre-filtered to show charts with that status.
  • Click Not Started to go to the Appointments Report, pre-filtered to show your arrived appointments from the past 90 days that don't have a chart linked.
  • Click View All to go to your charting area without a status filter applied.

Creating or linking charts from the Appointments Report

When you click Not Started, the Appointments Report opens filtered to appointments with no chart attached. The Add Chart button shows up in the Chart Status column for appointments with a status of Booked or Arrived. From there:

  1. Click Add Chart next to an appointment.
  2. In the pop-up window, choose one of the following options:
    • To link an existing chart: The window displays your draft chart entries for that patient by default. Use the status, date range, or search filters to find the right chart. Charts already linked to another appointment are marked with a calendar icon. Select the chart entry and click Add Chart to link it to the appointment.
    • To create a new chart: Click New chart entry and select a template. The charting area opens in a side panel, already linked to the appointment. Fill out and sign the chart, then close the panel to return to the Appointments Report.

đŸ©” Jane Tip: Use this view to quickly spot and resolve charting gaps. Creating a chart directly from the Appointments Report saves you the step of manually linking it to the appointment afterward.

For more on signing and locking chart entries, see our guides on the Sign and Lock Workflow in Jane and the Appointments Report.

Your Supervised Chart Entries

If you supervise other staff members, this section shows the chart status for all of their entries. Like Your Chart Entries, it counts clinical notes only.

  • Click a chart status to see a filtered list of those charts. Counts cover up to yesterday, while the list also includes today, so it may show a few more.
  • Click View All to go to your Supervision tab, where you can review all charts from the staff members you supervise.

Top Treatments

Shows your top 5 treatments by number of visits within the past 365 days, along with a count for each. Group appointments and classes are included. Archived treatments aren’t shown.

This section cannot be filtered by a custom date range.

To see which patients came in for specific treatments, use the Appointments Report. For an overview of treatment types booked within a specific date range, use the Product Performance Report.

Patient Metrics

This section provides retention data for the past 365 days.

Average Visits Per Patient

The total number of arrived appointments divided by the number of unique patients from those appointments.

New Patients

The number of patients who had their first visit with you specifically within the past 365 days. This matches how new patients are counted in Total Patient Count.

Top Patients

This section lists your top 10 patients within the past 365 days.

  • By default, patients are ranked by total number of appointments.
  • Arrived appointments are included. No-show, cancelled, deleted, rescheduled, and future appointments that haven't been arrived are excluded.
  • If financial metrics are enabled for your account, patients are ranked by total invoiced amount within the past 365 days. This figure is based on billed amount, not collected amount. Amounts billed to insurers aren’t included. Only patients who’ve had an appointment with you are listed, so patients who only bought products or were only charged a cancellation fee won’t appear here.
  • Archived patients aren't shown.

Important Notes

  • Date ranges cover full days up to yesterday, using your clinic’s time zone. Today’s appointments show up the next day.
  • Weekly views follow your clinic’s calendar weeks, starting on the clinic’s chosen first day of the week.
  • Metrics covering a fixed 365-day window (Top Treatments, Patient Metrics, Top Patients) cannot be filtered by a custom date range.
  • Financial metrics (Total Billed, Total Collected, and Top Patients ranked by billing) are only visible when enabled for your account by an Account Owner or Full Access user.

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