Semble Data: Monitor and Analytics

In this article:

Under the Data tab, you will discover three further tabs: Monitor, Analytics, and Reporting.

Note: The monitor tab shows today's data, updated every 30 minutes. You will see the last time the data was updated in the top right corner.

The three primary sections on this page are Appointments, Invoices, and Revenue:

Appointments - Shows your appointments today and their outcomes. Outstanding appointments includes all scheduled appointments that do not have a status selected in the calendar.
Invoices - Shows the proportion of appointments that have had an invoice created for them today. Note, cancelled appointments are not included in this graphic.
Revenue - Shows the overall revenue generated by the practice today, including breaking out what proportion is paid vs outstanding. Additionally, the breakdown is shown between appointments and products.

Note: Payments on Account are not included in the "Revenue" graphic.

At the bottom of each of the three sections are buttons that will take you to a report to investigate further.

Note: Depending on your browser width, these buttons may appear slightly differently.

Click "View appointments report" to see details about all appointments.
Click "View non-invoiced products report" to see what has not been invoiced and needs to be.
Click "View invoices by line item" to see each item that is invoiced and whether it has been paid.

At the top of the page, you’ll find several filters to help you customise your view:

Date filter: Select the time period you want to review.
View format: Choose how to display the data — by week, month, or year.
Location filter: View data for a specific location.
Clinician filter: Narrow the data down to a specific clinician.

These filters make it easier to analyse the data based on what’s most relevant to you.

The Analytics tab is updated once a day to ensure optimal performance for all users.

You’ll see a timestamp in the top right corner, showing the date and time of the last data update.

This section gives you a clear overview of your Key Performance Indicators (KPIs), including:

This KPI overview helps you:

📈 Track performance at a glance – Quickly see how your practice is doing over time.
🎯 Spot trends – Monitor increases or decreases in revenue, patient volume, and clinical activity.
✅ Make informed decisions – Use data to adjust staffing, appointment availability, or marketing efforts.
🕵️‍♀️ Identify areas of improvement – Easily pinpoint which areas may need attention (e.g., fewer new patients or lower prescription volumes).
📊 Measure the impact of changes – See the effect of new strategies, campaigns, or workflow changes on your core metrics.

By keeping an eye on these KPIs, you can make smarter, data-driven decisions to support the growth and efficiency of your practice.

This section presents a series of visual breakdowns that help you better understand the key drivers behind your business performance.

Note: The visuals on the Analytics tab can dynamically interact, meaning you can click on one chart to filter another.

Each chart or table focuses on a specific metric to give you more context and highlight trends over time.

These insights include:

How to use and navigate Semble Data for your audits/reports.