This dashboard is deeply helpful for my practice. To see all of the data around session totals, retention rates, finances, and more all in one place makes communication and accountability with my team easier and clearer, and helps drive smart decision making for my practice. Ben is fantastic to work with. He is thoughtful and responsive and tailors the data to what you need. Highly recommend working with him!
First we have an initial call to see if your data is clean and organized enough to build a dashboard with. Then we go over your goals and what you want to track closest. Some owners prioritize different things but there are some baseline metrics I usually recommend.
After that I will send over a Business Associate Agreement along with a list of all the data source credentials I would need.
Then after ~2/3 weeks I will send over an initial draft of the dashboard and we’ll hop on another call to see what works and what else needs improvement. After that I will send a finished dashboard over and can update monthly for a fee.