Clinic Dashboard
Learn how to use the dashboard to monitor and manage your clinic.
Overview
The Dashboard is your central command center for clinic operations. It provides real-time metrics, quick actions, and insights to help you manage your dental practice efficiently.
Accessing the Dashboard
Navigation
- Go to the Information System
- Click Dashboard in the sidebar (or it's the default view)
- View your clinic overview
Permission Requirements
| Permission | Access Level |
|---|---|
| View Dashboard | See all dashboard metrics |
Without this permission, some sections may be hidden.
Dashboard Overview
Summary Cards
The top section displays key metrics:
| Card | Description |
|---|---|
| Total Orders | Sum of all orders placed |
| Pending Orders | Orders awaiting delivery |
| Expiring Materials | Items expiring within 30 days |
| Active Staff | Current active team members |
| Monthly Expenses | This month's spending |
| Consumables Value | Current inventory value |
| Money Saved | Savings through Cicero |
Quick Actions
Fast access to common tasks:
- Add Inventory - Quick add to stock
- View Orders - Go to order history
- Manage Staff - Access staff page
- Check Compliance - View training status
Statistics and Charts
Stock Value Chart
Line chart showing:
- Total inventory value over time
- Monthly trends
- Historical comparison
Helps you understand:
- Inventory investment
- Seasonal patterns
- Stock level optimization
Consumables Cost Chart
Tracks consumable spending:
- Monthly consumable costs
- Trend analysis
- Budget monitoring
Supplier Purchases
Pie chart showing:
- Spending by supplier
- Supplier distribution
- Purchase patterns
Material Usage
Bar chart displaying:
- Product usage by staff member
- Consumption patterns
- Top users
Average Delivery Time
Supplier performance metrics:
- Delivery time by supplier
- Performance comparison
- Reliability tracking
Dashboard Widgets
Approaching Expiration
List of products expiring soon:
- Product name and details
- Days until expiration
- Location in inventory
- Quick action to view
Expired Certificates
Staff training needing renewal:
- Staff member name
- Training expired
- Days overdue
- Link to compliance
Upcoming Orders
Recent and pending orders:
- Order details
- Status
- Expected delivery
- Quick access
Year Filter
Selecting Time Period
Use the year filter to:
- View historical data
- Compare year-over-year
- Analyze trends
How to Use
- Find the year filter in the header
- Select desired year
- Dashboard updates with that year's data
Mobile View
Dashboard Tab
On mobile devices, the dashboard has two tabs:
Dashboard Tab
- Summary cards
- Quick actions
- Expiration alerts
- Upcoming orders
Statistics Tab
- Charts and graphs
- Year filter
- Analytics
Navigation
Swipe or tap tabs to switch views.
Subscription Information
Your Fee Panel
Shows your Cicero subscription:
- Current plan
- Features included
- Usage statistics
- Billing information
Data Sources
Dashboard data comes from:
- Orders - Marketplace order history
- Inventory - Drawers stock data
- Staff - Team member records
- Compliance - Training completion
Data refreshes:
- Automatically on page load
- When underlying data changes
- Manual refresh available
Customization
Display Options
Depending on permissions:
- Some widgets may be hidden
- Data access varies by role
- Personalized view
Layout
- Desktop: Full dashboard grid
- Tablet: Adapted layout
- Mobile: Tab-based navigation
Best Practices
Daily Check
- Review pending orders
- Check expiring materials
- Monitor staff compliance
- Note unusual patterns
Weekly Review
- Analyze spending trends
- Review supplier performance
- Check inventory levels
- Follow up on compliance
Monthly Analysis
- Compare to previous months
- Adjust ordering patterns
- Review staff training
- Plan ahead
Troubleshooting
Common Issues
Data Not Loading
- Check internet connection
- Refresh the page
- Verify clinic is selected
- Wait a moment and retry
Charts Empty
- May need more historical data
- Check year filter setting
- Verify permissions
Metrics Seem Wrong
- Data may be delayed
- Check date range
- Verify source data
Dashboard Not Showing
- Check View Dashboard permission
- Ensure clinic is selected
- Contact administrator