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 occur in your practice in a timeline style view.  From here you can then click on a row to see the detail relating to the event and at the same the related patient (to the event) will 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 so 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 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 ‘Month Target Income’ go to Settings>General Tab and scroll down to the bottom of the page to the Business Targets section at the bottom of the page.

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

KPI Definition
Today's Appointments

Shows the total value of the appointments across your practice for the current day

Month To Date Income

Shows the total value of the appointments across your practice in the current month up to the current day. For example, if its 15th of the month this figure will show the total value of all appointments from the 1st of the month to the 15th.

Total Value of Appointments in Diary this Month                                                                            Shows the total value of all of the appointments currently in the diary for the whole month. This gives you an indication as to whether or not you are going to generate enough income to achieve your income target
Appointments Not Invoiced This Month

Shows the total value of appointments that you have undertaken and not yet invoiced. This one's really in here to make sure that you stay on top of cash collection.

In case you might forget someone reasonably smart said "Revenue is Vanity ... Margin is Sanity ... Cash is King!"


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:


Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


  • Avatar
    David Gibbons

    I like it. Thanks,

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