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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.
By Sectors
By Roles
Provider Analytics

Track key operational metrics including no-show rates, appointment wait times, provider utilization, and scheduling lead times by integrating scheduling systems, EHR data, and front-office workflows. With this integrated approach, you streamline appointment management, minimize delays, and enhance both provider productivity [...]

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Sales summary and budget analysis per representative, 2025.
Reach and Frequency

This dashboard provides a detailed view of pharmaceutical sales performance by representative, focusing on reach, frequency, and drug type segmentation (Rx vs. Non-Rx). It highlights top-performing reps, regional manager contributions, and budget tracking across different time periods and product groups. [...]

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Restaurant Performance Overview

To stay competitive, you need a clear understanding of your restaurant’s performance. With this dashboard template, easily track your total sales, margins, prime costs, and labor costs – uncovering your key ingredients for success! 

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Restaurant Sales Breakdown

Drive Your Restaurants’ Profitability and Cook Up Success! Get a breakdown of your restaurants’ sales by guests, order types, and location. At a glance, identify how your business is doing and where you need to focus to drive more profitability [...]

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Retail Overview

Reconciling your eCommerce and POS data can be challenging! With this dashboard template, get a summary overview of your retail analytics, including KPIs like your sales value, margin rate, orders/returns ratio, basket size, and website traffic – every day at [...]

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Retail Product Performance

Get an overview of your product performance in real time. Understand your top revenue-generating products across brands, categories, and regions. Identify bottlenecks and returns by reasons so you can make adjustments to meet your sales targets. Monitor key metrics like [...]

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Retailer Analysis Dashboard

This dashboard template provides dynamic insights into the store-level data for an independent wholesaler. Financial performance can be tracked by location over time to identify top-selling products. Each store manager can monitor their point of sales performance since ClicData allows [...]

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Revenue By Category

Understand which products or services are selling the fastest or which geography is growing faster than expected. Anytime you wish, have the ability to compare and combine any category element to understand where attention is needed. 

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Revenue Cycle Management

Monitor the full lifecycle of your claims by consolidating data from billing platforms, EHR systems, and clearinghouses. Gain real-time insights into claim statuses, denial patterns, reimbursement cycles, and patient payment trends. With this level of integration, you minimize revenue loss, [...]

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Sales & Marketing Pipeline Cultivation

Mix your data from your VoIP and CRM data in this dashboard template to break data silos between your sales and marketing teams! Track your team’s call activity per prospect types: MQLs, SQLs, and see how many opportunities are actually [...]

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