Data Analytics

Snapshots are saved from the Break-even point or Private Practice dashboard. Each snapshot stores the key totals and breakdown for that day.

Trends show profit/loss, fixed costs, and net contribution over time. Compare two snapshots to see how numbers changed. Alerts flag loss for 3 snapshots in a row, fixed cost spikes over 15%, or a top category drop over 20%.

Export JSON or CSV for your records. Import JSON to restore snapshots. Files stay on this device.