Financial Dashboard & Reports
Dashboard Overview
The financial dashboard gives you an at-a-glance view of:
- Total Revenue — Overall income (daily, monthly, yearly)
- Pending Payments — Outstanding collections
- Completed Payments — Successful transactions
- Refunded Amounts — Total refunds issued
- Outstanding Invoices — Unpaid invoices
Revenue Reports
Generate detailed reports filtered by:
- Date range (daily, weekly, monthly, custom)
- Doctor
- Location
- Appointment type (New/Follow-up)
- Payment method (Cash, Card, UPI, Online)
Report Formats
Export reports as:
- Excel (.xlsx) — For data analysis
- PDF — For printing/sharing
- CSV — For importing to other systems
Invoice Management
- View all invoices with status (paid, pending, overdue)
- Generate invoices for completed appointments
- Download invoices as PDF
- Bulk export for accounting software
Payment Tracking
- Track all incoming payments in real-time
- View payment method breakdown
- Monitor failed and pending transactions
- Reconcile payments with bank statements
Earnings by Doctor
View detailed earnings breakdown per doctor including:
- Total consultations and revenue
- New vs follow-up appointment split
- Average revenue per appointment
- Monthly trends