Review
See which dashboard figures are fully supported, limited, or deliberately withheld.
Every number on your dashboard is calculated from real records in your practice management system or your marketing accounts. Where the records are not complete enough to show a figure honestly, we hide that figure rather than guess. Each check below tells you whether the records behind a group of metrics are complete, what those metrics are, and the exact step that unlocks the rest. Checks read your last 90 days unless they say otherwise. For the habits that keep these checks green, read Getting the best data into Signal in the user guide.
These checks state what is unavailable and whether anything needs to be done.
Your PMS data is 1349 hours old
The last sync is more than three days old, so dashboard figures are behind your PMS.
Feeds: Trustworthy figures on every tab
What to do: Check your data connection in Settings, or re-enter your PMS key if it was rotated.
These checks currently support the metrics listed on each card.
100% of attended appointments in the last 90 days have a linked invoice
Your revenue reads from invoices, and visits link to their invoices at the level the platform grades as high reliability (80% or more).
Feeds: Money metrics on your revenue basis · Money owed to you · Attended but unbilled
No single invoice stands out as a possible keying error
Your largest invoice sits within the normal range of your own billing history, so no one invoice is distorting your money figures.
Feeds: Revenue and year to date figures · Money owed to you
66% of new patients in the last 90 days carry a referral source
At 50% coverage or more, the acquisition card shows your actual recorded sources instead of channel estimates. You are over that line.
Feeds: Acquisition mix in real mode (your actual sources, not estimates)
Dates look right
No appointments or invoices carry dates that look mistyped. Standing repeat bookings are recognised and left alone.
Feeds: Clean forward-looking numbers · Accurate revenue months
100% of cancellations carry a reason, 100% carry the exact cancellation time
Both the reason and the exact time are recorded on most recent cancellations, so cancellation insights read from real events.
Feeds: Cancellation reason insights · Event accurate cancellation windows
All 8 practitioners have real working hours
Hours come from your PMS roster or from hours you set yourself, so utilisation and diary fill divide by real capacity.
Feeds: Utilisation on real working hours · Diary fill on real working hours
You run a single site
Location tagging does not apply. Every number is already your whole clinic.
Feeds: Per site views on every tab
140 treatment cases on record, 95 open
Your clinic uses cases in the PMS, above the 20 case and 5 open case gate, so episode views run on real records.
Feeds: Episodes of care on the Patients tab
Booking conversions are tracked end to end
Your ads account records real bookings, so PPC patient estimates read from tracked conversions, not click modelling.
Feeds: PPC patient estimates from tracked bookings rather than click modelling
100% of appointments in the last 90 days carry a service name
Almost every visit names its service, so service mix and per-service views read from real records.
Feeds: Service mix · Per service insights
These are source-system limitations, not clinic setup problems.
No steady invoicing pattern to compare against
This check compares recent invoicing with your usual pattern once there are enough recent visits and an established pattern of prompt invoicing to compare with.
Feeds: Revenue this month · Revenue per visit · What moved revenue
Cliniko does not expose payment events
This is a limit of the Cliniko API, not anything your team is doing. If Cliniko adds payment data we switch this on automatically.
Feeds: Payor mix from real payments · Daily cash figures