Viewing the Business Insights Dashboard

You can view a business insights financial dashboard directly from within OfficeMate. This dashboard gives you an overview of month-to-date and year-to-date total clinic and optical revenue, revenue per exam, capture rates, average frame sales, and outstanding receivables in a very easy-to-understand graphical format.

To understand the terms and values used in the new business insights dashboard, view our corresponding knowledge base articles.

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Dashboard tab.