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Reports & dashboard

90 reports. One question each.

Sales, clients, services, stock, purchasing and the books, each answered by a report you can filter, compare, export and schedule.

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The revenue report with live charts, compared with the period before

A dashboard each person arranges

Today's visits, takings, stock and money in one view. Every figure opens its full report on the same period, and each person hides, orders and sets the period of their own, kept for next time.

  • What each person sees follows their role
  • One period for every figure, or each on its own, from today to the year
The Petfolio dashboard with today's visits, takings and live charts
On Plus and Max

From the first client to the balance sheet

Start with where clients come from, who comes back and how the team is doing. Grow into sales, margins, stock turnover, supplier balances and an audit of voids and overrides, each compared with the period before.

  • Sales, takings and visits down to the hour: from 10 AM on the 1st to 10 AM on the 5th
The report center, grouped by area

And more

The rest of reports & dashboard.

The month closed in one workbook

One Excel download closes the month: a summary beside the month before, then a sheet for money, stock, clinical work and the books. Every sheet opens with what it shows, what each figure means and what to check.

On Plus and Max

Excel, paper and your inbox

Any report downloads as Excel or CSV or prints on A4. Schedule the ones you read every week and they arrive by email.

On Max

The report center

Every report, by area.

90 reports in 12 areas, each with its filters, charts, export and print.

Month-end close

1

The whole month in one workbook, every figure explained.

  • Month-end close

Financial statements

9

Profit and loss, balance sheet, cash flow and the books.

  • Profit & loss
  • Balance sheet
  • Cash flow
  • Trial balance
  • General ledger
  • Day book
  • Branch P&L comparison
  • Financial KPIs
  • Budget vs actual

Cash & treasury

7

Money taken and where it went: methods, tills, safes and banks.

  • Takings by payment method
  • Cash position
  • Cash book
  • Daily cash summary
  • Card clearing
  • Till sessions & over/short
  • Bank reconciliation

Sales & revenue

18

Services and retail, what sold and what it earned.

  • Unbilled services
  • Revenue overview
  • Income report
  • Sales summary
  • Sales by product
  • Sales by category
  • Best sellers
  • Slow & worst sellers
  • Gross margin
  • Sales by seller
  • Sales by branch
  • Sales heatmap
  • Discounts given
  • Returns & refunds
  • Voids & overrides
  • Tax collected
  • Promotions
  • Retail & stock

Clients & patients

12

Where clients come from, who comes back, and what they owe and spend.

  • Receivables aging
  • Client balances
  • Referrals & marketing
  • Client acquisition
  • Top clients
  • Overdue invoices
  • Retention & lapsed clients
  • Visit frequency & spend
  • New vs returning revenue
  • Clients by area
  • Spend per pet
  • Loyalty points

Services & clinical

11

The work done, by service, vet and patient.

  • Pet demographics
  • Staff / vet performance
  • Services by type
  • Visits
  • Surgery
  • Boarding
  • Preventive care compliance
  • Follow-up compliance
  • Service margin
  • Top diagnoses
  • Drugs prescribed

Inventory

11

Stock, its value, movement, expiry and shrinkage.

  • Stock on hand & valuation
  • Stock valuation on a date
  • Product card
  • Low stock & reorder
  • Expiry exposure
  • Dead stock
  • Stock turnover & days of stock
  • ABC analysis
  • Shrinkage
  • Stock transfers
  • Clinical usage

Purchasing & suppliers

7

What was bought, from whom, and what is owed.

  • Payables aging
  • Supplier balances
  • Supplier payments due
  • Purchases
  • Purchase price history
  • Open purchase orders
  • Supplier returns

Expenses

5

What the clinic spends, by category, branch and payee.

  • Expenses by category
  • Expenses by branch & payee
  • Petty cash
  • Recurring schedule
  • Expenses vs revenue

Payroll & staff

4

Salaries, advances and staff points.

  • Payroll summary
  • Advances outstanding
  • Staff cost vs revenue
  • Staff points

Tax & assets

4

VAT and the fixed asset register.

  • Fixed asset register
  • Depreciation schedule
  • VAT return
  • Tax detail

Audit

1

Voids, overrides and exceptions worth a second look.

  • Exceptions

See Petfolio run a day at your clinic.

We walk your team through a real day: the first visit, the till at closing, and the books the next morning.

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Download the clinic profilePDF · 12 pages · 3.8 MB