Home Screen: Revenue
From the Home screen, you can view both Revenue and Projected Revenue panels at the top. These tiles give a quick snapshot of your practice’s financial performance and upcoming projections.
Revenue reflects payments you’ve already received, while Projected Revenue estimates upcoming payments based on scheduled appointments.
You can adjust the timeframe by clicking the dropdown menu inside each tile to align with your accounting calendar, for example, viewing Last Month or Month to Date instead of a rolling 30‑day window.
↕️ Trend arrows show increases or decreases compared to the previous period.
In this article:
Revenue Panel
The Revenue tile shows payments recorded for the selected timeframe.
| Timeframe | Description |
|---|---|
| Last Month | Calculated by looking at all recorded payments for last month. |
| Month to Date | Calculated by looking at all recorded payments for the current month to date. |
| Last 30 Days | Calculated by looking at all recorded payments over the last 30 days. |
Projected Revenue Panel
The Projected Revenue tile shows the total service price of scheduled appointments for the selected timeframe.
| Timeframe | Description |
|---|---|
| This Month | Calculated by looking at the service price for all scheduled appointments for this month. |
| Next Month | Calculated by looking at the service price for all scheduled appointments over the next month. |
| Next 30 Days | Calculated by looking at the service price for all scheduled appointments over the next 30 days. |
Tile Visibility
Billing summary tiles may be hidden for some practice members based on practitioner permissions. Administrators and Billers always see these tiles.
ℹ️ See Controlling Billing Summary Tile Visibility on the Home Page for more information on home screen tile visibility.
Frequently Asked Questions
Why do my numbers look different from last week?
The timeframe you select changes how Revenue and Projected Revenue are calculated. Try switching between Last Month and Last 30 Days to compare.
Do I need to choose my timeframe again each time I log in?
No. Your selected timeframe is remembered, so you will see the same view the next time you log in.
Why don’t I see these tiles?
You may not have billing permissions. Ask your administrator to confirm your access level.
Related Resources
For more details on related features and billing visibility, explore these articles: