Make sense of your revenue dashboard

1. Open your ClinicSync Pro dashboard and select your clinic.
2. Choose the Revenue tab.
3. Pick a date range. Use the practitioner filter if you want to focus on one person.
4. Give the dashboard time to load. Larger clinics and longer date ranges can take a few minutes. Use the refresh button to check for changes.

Start with the clinic total, then look at the forecast and the patients or appointment slots you can act on.

Invoice figures follow the records available from your clinic system. In Cliniko, the dashboard counts invoices linked to appointments in the selected dates. In Jane and Nookal, check the date description beside the total before comparing reports.

Changing the currency selector changes the symbol shown. It does not convert the amounts. If a figure says “Unavailable,” the clinic data needed to calculate it could not be checked. It does not mean zero.

1. Open Forward revenue forecast and choose next week, a fortnight, a month or your own dates.
2. Set your weekly revenue target. The dashboard adjusts that target for the dates you chose.
3. Compare the booked value with the forecast and the gap to your target.
4. Use the suggested number of appointments to fill as a planning guide, then check the patients and open slots shown below it.

If a Friday baseline appears, it shows what the forecast looked like on Friday. The live forecast can change as bookings change. If the forecast is unavailable, check that appointment prices, enough booking history and a target are available.

Cancelled, not rebooked shows cancellations with no upcoming appointment found. Left without rebooking shows attended patients who have not booked another visit. Lapsed patients uses the number of days you choose to find patients who have not returned. Empty chairs shows available time that may be worth filling.

Review the patient, service, timing and consent before reaching out. Some empty slots should stay empty, and some patients will already have made other arrangements. A suggested patient is a prompt to review, not an automatic instruction to contact them.

Where paid lead information is available, use the campaign and ad details to compare the leads you paid for with later bookings and invoicing. A lead or booking alone is not the same as paid revenue.

Use this section if your Revenue tab offers Generate webhook URL for an opportunity. Tracking availability depends on your clinic connection and plan.

You can build the follow-up messages in your own HighLevel workflow. ClinicSync Pro does not choose or edit your workflow for you.

1. In HighLevel, make a workflow for the matching group, such as cancelled patients with no future booking. Set who can enter and when follow-up should stop.
2. In the dashboard, choose Generate webhook URL for that group and copy the link.
3. Add an outgoing webhook step near the start of your HighLevel workflow and paste the link. HighLevel sends the contact and location details with the workflow event.
4. Run one test contact through the workflow. Back in the dashboard, look for Webhook received.

Entered means the dashboard received a workflow event. Where available, Booked later and Invoiced after entry are later outcomes matched to that entry. They do not prove that a message was delivered, that the patient replied, or that the workflow caused the booking.

The tracking totals begin when you create the link. They are separate from the date range used for the clinic opportunity cards. Keep the link private. If you replace it, update your HighLevel workflow because the old link stops working.

If your clinic has the Practitioner Away tab, use it when a practitioner is sick or away. Choose the practitioner and dates, then review the affected appointments and patient contact details. Confirm only when the list is right.

Your clinic controls the message and timing in its HighLevel workflow. Check that your notification and rescheduling workflow is active before confirming. The preview helps you review who is affected; it does not itself guarantee that a patient has been contacted.

Still stuck? Email hello@clinicsyncpro.com with your clinic name, the section you are looking at, and the dates selected. Please do not email patient details.