Articles on: My WriteUpp

Using the WriteUpp Dashboard

The WriteUpp Dashboard provides you with:

Colour-coded indicators about the financial performance of your business
An infinitely scrollable view of everything that's happened in your business

Latest Activity

The "Latest Activity" view, which features infinite scroll (i.e. you can scroll forever or at least until you reach the end of your data!) allows you to scroll through all the key events that have occured in your practice in a timeline style view. You can click on any entry to see the details relating to that event and the related patient (to the event) will then become the Active Patient.

Specify Your Own KPIs (Key Performance Indicators)

We know how hard it is to run a small business, so we have provided a simple mechanism to allow you to specify a single metric, which we then use to provide you with a clean, real-time view of the performance of your practice.

The measure we have chosen is "Monthly Target Income".

This isn't intended to be too complex. All you need to do is set your target income so that you cover your overheads (rent, rates etc) and any costs of sale that you incur PLUS your desired income.

For example:

If the overheads (like Rent, Wages etc) for your practice are £1,100 per month
and your costs of sales (i.e. costs there are directly attributable to sales like taping, telephone costs and postage) are £200 per month
and over and above those costs you want a desired (pre-Tax & NI) income of say £2,000 per month
Then your Monthly Target Income = £1,100 + £200 + £2000 = £3,300

To set your ‘Monthly Target Income’ go to Settings -> General and scroll down to the bottom of the page to the Business Targets section.

The Monthly Target Income is then used to provide you with the following information on your dashboard...

Colour Coded KPI’s

To make it even easier to make use of the KPI's, we have colour-coded them relative to your target. Figures in the "Current" column of the KPI's will appear red when you are below target and will appear green when you are above target. 

If you like what you see and you would like the Dashboard to be the page you see first when you log into WriteUpp (instead of the diary), just go to Settings -> My Settings and specify your preferred homepage in the drop-down menu:

Updated on: 14/03/2023

Was this article helpful?

Share your feedback


Thank you!