The client activity report helps you track and manage important client metrics.
Trends are highlighted in the data using coloured text:
- A black value means the measure is static between reporting intervals
- A green value means the measure has improved between reporting intervals
- A red value means the measure has declined between reporting periods
Please note that, as at time of writing, this report is in Beta, meaning it is tested and ready for use, but we are still assessing how it works in real-world conditions.
Also bear in mind that reporting from imported data (i.e. data that we may have imported from your legacy practice management system) may provide inconsistent results due to how your old practice management system stored data.
Accessing the Client Activity Report
Access the client activity report by clicking Analytics >> Client Activity. You can change the date range for the report using the 'From' and 'To' boxes at the top left of the screen.
Importance of Knowing Who Your Clients Are
The client activity report can only tell you about the clients that Panacea knows about, so try and create a client record for every client, irrespective of the products or services that they buy from your clinic.
We recommend asking every client if you can 'quickly check their details are up to date' when they come into the clinic. This can allow you to capture the details of clients who you don't already have in Panacea and to check the accuracy of data for clients who are already in Panacea (including capturing mobile phone numbers and email addresses).
Panacea automatically calculates reporting intervals based on the date range selected. for example, if you select a date range of 12 months, the reporting interval will be monthly. If you select a range of one month then the reporting interval will be weekly, with each week ending on a Sunday.
If you select a date range of greater than one year then the reporting interval will be annually, with each year ending 31 December.
The totals at the bottom of the screen compare the selected date range with the date range before it.
Bear in mind that, for some columns, shorter reporting ranges can make the data a bit meaningless. 'Lost Clients', for example, shows how many clients transacted business with your clinic in the previous reporting period, but not in this one. This is a useful measure when comparing annual date ranges, as you'd expect most clients to have at least one transaction per annum, but not so much on a monthly basis.
- Date: The date range for the reporting interval
- Active Clients: The number of clients with one or more transactions in the reporting interval
- Lost Clients: Clients who had one or more transactions in the previous reporting interval, but not in this reporting interval. This is the one metric where decreases are good (i.e. Panacea shows green if the value decreases between reporting intervals)
- Retention Rate (%): Percentage of clients who had one or more transactions in the previous and the current reporting interval
- New Clients: Clients who had their first ever transaction during the reporting interval
- New Returning (%): Percentage of clients who were new in the previous reporting interval and who also had at least one transaction during this reporting period.
- Active with Email (%): Percentage of active clients that have an email address listed in their client record
- Active with Mobile (%): Percentage of active clients that have a mobile number listed in their client record
- New with Email (%): Percentage of new clients that have an email address listed in their client record
- New with Mobile (%): Percentage of new clients that have a mobile number listed in their client record