Qub-X
VI

Features Analytics & reports

A dashboard for today, in-depth reports for the period

Simple Report shows the manager today at once: revenue so far, against yesterday, tomorrow's forecast. Analytics gives the owner five period reports on revenue, staff, customers, services and the whole year, one data source, nothing compiled by hand.

  • Quick shift reports
  • Deep periodic analysis
  • One definition for every branch
Book a demoSee how it works
Revenue collection report in Qub-X CRM
Revenue today
Revenue today and appointments booked
By clinic
Sales by clinic and top services

Features

Inside Qub-X Analytics

  • Yesterday, today and tomorrow on one screen.

    Quick shift reports

    Yesterday, today and tomorrow on one screen.

    • Today counts live, no waiting for close
    • Hourly chart: yesterday, today, tomorrow
  • Pick the period and branch, export to Excel in one click.

    Deep periodic analysis

    Pick the period and branch, export to Excel in one click.

    • Pick the period and branch, the numbers are there
    • New customers, return rate, no-shows
  • Every branch uses the same metric definitions.

    Compare branches

    Every branch uses the same metric definitions.

    • Branches compared on the same metrics
    • Clear cut-off times for every number
  • Tick staff members and compare revenue side by side.

    Performance per staff member

    Tick staff members and compare revenue side by side.

    • Bookings, revenue, share and commission per person
    • Filter by year, month, branch and role

Versus the old way

Month-end numbers: 2–3 days of compiling → ready at 8 am.

Every order, appointment and visit was recorded while operating. Reports are just another view of that same data; nobody retypes anything.

  • Fewer stepsNo collecting spreadsheets from branches; pick a period and a branch.
  • No errorsRevenue is cash collected; each metric is defined once and shared.
  • No waiting for month endShift managers see today while it runs; owners see month, quarter, year.

The usual way

  1. Each branch sends a spreadsheet
  2. Accounting merges and realigns columns
  3. Questions because numbers disagree
  4. Build the report, send to the owner
  5. The new month is already a week old

2–3 days, many hands, stale numbers

With Qub-X

  1. Open Analytics, pick period and branch
  2. Read, compare, export if needed

Seconds, today's numbers

The problem

When the numbers reach the owner, the new month has already started.

Compiling from several branches takes 2–3 days, and every handover is a chance for error. Shift managers have no number at all to know whether today is going well.

  • Revenue, arrivals and cancellations in three places
  • Each branch defines metrics its own way
  • Decisions made on last month's figures
The usual way: Each branch sends a spreadsheet, Accounting merges and realigns columns, Questions because numbers disagree, Build the report, send to the owner, The new month is already a week old

What stands out

When the shift starts, one screen shows yesterday, today and tomorrow.

The simple report is built for shift managers: revenue so far against yesterday, bookings, arrivals, cancellations, payments, today updates live, tomorrow is forecast from confirmed bookings. The hourly chart shows which slots are busy.

  • Today counts live, no closing needed
  • Tomorrow: expected revenue and confirmed bookings
  • By hour: yesterday · today · tomorrow side by side

Saves 2–3 days of compiling

When you need a period, pick the period and the branch.

Deep analysis by Revenue, Staff, Customers, Services and Owner. Revenue is cash collected, with new debt, refunds and prepaid cards kept apart. Staff show share and commission; customers show new, returning and no-shows.

2–3 days, many hands, stale numbersSeconds, today's numbers
  • One metric definition for every branch
  • Commission computed from the share on each order
  • One-click Excel export

Easy to use

When you want to compare staff, tick them and read side by side.

The owner report lays out each doctor's and consultant's revenue by month and highlights their best month. Year, month, branch and role filters sit on top; ask more with the Ask AI button.

  • Monthly table with the best month highlighted
  • Select several staff to compare
  • Ask AI in plain language

Three questions owners ask

Is revenue counted when the order is created or when paid?
When paid. Unpaid orders sit in new debt, kept separate so revenue is never inflated.
Does using a prepaid card count as revenue?
No. The cash came in at top-up; deducting a session spends the balance and the report records it separately.
Can branches see each other's reports?
Depends on permissions. Branch managers see their branch; the owner sees all and can compare.

Connected to Qub-X Analytics

Same system, same customer record

EMR – Medical recordsNewMedical records for Circular 13/2025/TT-BYT.Omnichannel – ChatEvery chat platform in one inbox.CRM – Customer relationship managementCustomers, bookings and orders on one record.HRM – TimekeepingNewFace check-in, shifts and leave.Inventory – StockStock per branch, expiry and usage.

BOOK A DEMO

See how Qub-X fits the way your clinic works.

Share how your clinic operates. The Qub-X team will prepare a demo focused on your workflow and needs.

A 30-minute demo based on a real clinic scenario
Focus on the features you care about
No commitment required after the demo

Your demo can focus on

EMRAnalyticsOmnichannelCRMHRMInventory
Which areas do you want to review?

The Qub-X team will contact you to confirm a suitable time.