XPH - Add a widget to track Monthly, Quarterly, and YTD revenue
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vote
Bruce Nguyen
shared this idea
Hi Bruce, thanks for bringing this idea to the community. It’s helpful to hear that having a dedicated revenue widget on the practice dashboard would make it easier to keep an eye on performance. Being able to quickly view Monthly, Quarterly, or Year-to-Date figures at a glance sounds like a valuable addition for tracking progress.
For now, you can access this information by heading to the Reports section and running a Profit report or Client Revenue report.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing this visibility directly into the dashboard.
