Help Site

Introduction 13

• Glossary
• What is a Statistic?
• How to Graph Multiple Stats
• What is the Dashboard?
• How's Life? (Short Video)

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Integrations 6

• Common QuickBooks Desktop Integration Issues
• QuickBooks Desktop Integration
• Can I connect to outside software?
• Can I connect to Dentrix Dental Software?
• Adding stats to an existing Dentrix integration

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Consultants 5

• New Consultant Account
• Consultant Startup
• How do I give a consultant access to only the companies they need?
• Client Dashboard
• Multiple Locations to Track

Help 5

• Submitting a Bug Report
• What if Something Breaks???
• Translation Issues?
• How to Change a Password
• Blank Graph

Video Tutorials 2

• How to Create a Stat Group (Video)
• Consultant Startup (Video)

Basic Stats 9

• Data Grid & Export Options
• Entering Notes
• Entering Quotas
• Enter Stats by Email
• How to Create a Stat

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Advanced Stats 4

• Advanced Stat Settings
• Stat Group Management
• Quick View – Stat Totals & Averages
• Importing Stats - from Excel!

Calculations 2

• Stat Calculations - Basic
• Calculations over Time

Basic Graphing 13

• How to Change Daily Stats into Monthly
• Graphing Stats in Different Time Periods
• Custom Scale
• Custom Time Periods
• Notes on Statistics

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Advanced Graphing 3

• How to Set up a Stat Calculation
• Combination Graph
• Monthly Stat vs. Weekly Stat Graphed by Month