Using your Analytics dashboard

Travis

Updated March 11, 2026 22:24

With simple practice, you can view the financial status and performance of your practice at a glance. On the left menu, the analytics tab has links to your dashboard and the reports page. The dashboard serves as a landing page to give you a quick view of the financial health and productivity of your practice. It includes five charts or tiles, which give you a live snapshot of income, outstanding balances, claims filed, appointments, and notes. The reports page has links to all your reports, which can be downloaded in CSV or Excel format for further analysis. At the top of the dashboard, there is a date range selector to filter your data. You have several options to set the date range: current month, last thirty days, the last month, this year, or click custom and set a custom date range. This way, you have the ability to see income over days, months, or years. In the upper right, the projected summaries box includes future monthly income, appointments, and clients. The projected income is an estimate based on payments received, upcoming unpaid sessions, and historical insurance data. Income tile. The income tile has columns for client income and insurance income. When you hover the mouse over the column, you can see the exact numbers. To get a more detailed view, you can click view report to jump directly to the income report. This has additional columns for gross income, fees, which are your online payments processing fees, and net income for the date range selected above the report. Outstanding balances Simple. The outstanding balances tile allows you to see what is owed to you, either from the client side or from the insurance side. You can click view report to access the full report. On the outstanding balances report, there are columns that list client, clinician, and details about their invoices and payments. You can set the date range or use the filter to display only a certain clinician's clients. You can also turn on additional options to show balance, details, and to include insurance transactions. These options add more columns to the right, so make sure to scroll to the right to view them. Claims filed tile. For clinicians that accept insurance payments, the claims filed tile allows you to see at a glance the filed claim status for the selected date range. And you can click the view report to view the claims status report for more details. Appointments tile. The appointments tile gives you an overview of the status of your appointments as you scroll over each section of the pie chart. For example, for this date range, there have been this total number of appointments. There were also appointments that were marked no show, canceled, late canceled, and one where the clinician canceled. If you click view report, this takes you to the attendance report, which you can use to determine what is happening on those appointments for certain clients. Notes tile. The notes tile has a similar pie chart showing which appointments have a locked note, which are unlocked, have no note, or are in supervision. And again, this can be calculated over any period of time. When you click view report, this opens the appointment status report where you can see more details on the status of all notes and filter those by the clinician or client.

The Analytics dashboard helps you quickly assess the financial health and operational performance of your practice. It provides high-level snapshots of income, balances, claims, appointments, and documentation, with the option to drill into detailed reports.

To access your practice's Analytics dashboard and reports, select Analytics from the left navigation menu. By default, the Dashboard tab is displayed.

an image of simplepractice software highlighting analytics in the left menu

Note: The Reports tab includes all available reports, which can be downloaded in CSV or Excel format. For information, see Using your reports.

In this guide, we’ll cover:

Viewing your dashboard
Income snapshot
Outstanding balances snapshot
Claims filed snapshot
Appointments snapshot
Notes snapshot
What access does each team member have to the Analytics dashboard?

Each snapshot reflects live data from your practice records and updates automatically as information changes.

Note: The items you can view in your dashboard depends on your role permissions. For more information, see What access does each team member have to Analytics and Reports?

Viewing your dashboard

At the top of the Dashboard tab, you can adjust the date range applied to most snapshot sections. This allows you to view trends over days, months, or a year.

daterange.analytics.dashboard.simplepractice.png

Note: Some snapshots, such as Outstanding balances, are not affected by the selected date range. These exceptions are noted below.

Income snapshot

The Income snapshot shows the total revenue earned during the selected date range, including client payments and insurance payments. Hover over the bars to view exact dollar amounts for each payment type.

Income snapshot showing total income, with breakdowns for client and insurance payments when hovering.

Selecting View report opens the Income report, where you can see additional details, such as gross income, processing fees, and net income.

View report button on the Income snapshot.

On the right side of the dashboard, you’ll see projected income for the upcoming month. This estimate is based on payments already received, upcoming unpaid appointments, and historical insurance reimbursement data.

Projected income section of the Dashboard.

Note: Projected amounts are estimates and may change as claims are processed or payments are received.

The Income tracker in the top navigation bar shows your income for the current month. If you don't want to display the dollar amounts, you can hide them:

Select the Income tracker to open the flyout
Toggle Amounts to off

Income tracker flyout menu showing the toggle to hide amounts.

Outstanding balances snapshot

The Outstanding balances snapshot shows the total amount owed to your practice by clients and insurance payers. This snapshot reflects all outstanding balances, regardless of the date range selected at the top of the dashboard. Hover over each bar to view the breakdown of:

Unpaid vs. uninvoiced client balances
Unpaid vs. unbilled insurance balances

Outstanding Balances snapshot showing total outstanding amounts.

Selecting View report opens the Outstanding balances report, where you can filter by clinician and view additional details.

View report button on the Outstanding Balances snapshot.

Claims filed snapshot

The Claims filed snapshot shows the status of insurance claims submitted within the selected date range, including:

Paid
Rejected
Denied
Deductible
Accepted
Other

Hover over each bar to see the number of claims in each status.

Claims Filed snapshot showing status breakdown of claims.

Selecting View report opens the Filed claims report for detailed claim-level information.

View report button on the Claims Filed snapshot.

Note: This snapshot is only relevant for practices that accept insurance.

Appointments snapshot

The Appointments snapshot shows how appointments in the selected date range are classified by status, including:

Show
Canceled
No show
Late canceled

Hover over the tile to see the total number of appointments with each status.

Appointments snapshot showing the number of appointments by status: Show, Canceled, No show, Late canceled.

Selecting View report opens the Attendance report, which can help you identify attendance trends for specific clients or clinicians.

View report button on the Appointments snapshot.

Notes snapshot

The Notes snapshot shows the documentation status of appointments in the selected date range, including:

No note
Locked
Supervision
Unlocked

Hover over the tile to how many appointments fall in each category.

Notes snapshot showing the number of notes by status: No note, Locked, Supervision, Unlocked.

Selecting View report opens the Appointment status report with the Documentation filter applied, allowing you to review and filter note statuses by client or clinician.

View report button on the Notes snapshot.

Note: If group appointments are enabled, only the group note’s status is reflected in this snapshot.

What access does each team member have to the Analytics dashboard?

Important: When a team member other than the Account Owner views the Analytics dashboard, it won't include data for restricted clients. For more information, see the Limiting access to Analytics dashboard and reports section of Restricting access for a client’s profile.

SimplePractice team members have different access levels to the dashboard, depending on their role.

Role	Access
Account Owner	Can access the Dashboard for all clients and appointments in the practice
Clinician with entire practice access	Can access the Dashboard for all clients and appointments in the practice
Clinician with full client list access	Can access the full Dashboard for their own clients and appointments
Clinician with billing access	Can access the full Dashboard for their own clients and appointments
Clinician with basic access	Can only access the Appointments snapshot of their Dashboard for their own clients and appointments
Practice manager	Can't access the Dashboard, by default To provide access to the Dashboard and all snapshots, they must have the permission to View financial dashboards and reports To give this permission, see Updating a team member’s roles
Practice biller	Can access the Dashboard and all other reports at a practice-wide level
Practice scheduler	Can’t access the Dashboard
Supervisor	Can’t access the Dashboard