The five KPIs
Across the top sit five cards, each one number you can act on:- Today’s Appointments — how many are booked today, with the breakdown of who is in chair, completed, cancelled and no-show.
- Today’s Collections — what you have taken in today, with the outstanding balance still owed alongside it.
- Chair Utilisation — booked time measured against your chairs and opening hours, so you can see how full the day really is.
- No-show Rate — the share of appointments that did not turn up.
- Treatment Acceptance — the share of treatment plans accepted over roughly the last 90 days.
Today’s Schedule worklist
A running list of today’s appointments — time, treatment, dentist and status — with a small payment dot marking anyone who still owes, so the front desk knows who to settle with before they leave.Action Required
The panel that turns numbers into next steps. Each line links straight to the screen where you fix it:- Missed appointments to call back
- Pending payments to collect
- Overdue recalls to re-book
- Unaccepted treatment plans to follow up
- Lab cases due to chase
- Low-stock inventory to re-order
Charts and performance
- Revenue by Treatment — this month’s revenue grouped by your own procedure categories.
- Weekly Load — booked time against capacity across the next 7 days.
- Provider Performance — appears when your clinic has more than one dentist, comparing each provider’s contribution.
Quick actions
A row of one-tap shortcuts for the things you do most: Book Appointment, Add Patient, Create Invoice, Create Quote and Create Treatment Plan.Ruby Insights sits just beneath the dashboard — your AI read of what the numbers mean and what to do next.
How to use it
Scan Today's Schedule
Check the worklist for who is in today and which payment dots are still showing.
Read the charts
Revenue by Treatment and Weekly Load show where the money and the load are going; Provider Performance compares dentists when you have more than one.