Smart Dashboards

Feature Page Design Plan

Feature: Smart Dashboards v1.0

URL: /features/smart-dashboards

1. Page Goal

Position Smart Dashboards as the live operational command view of the practice — turning day‑to‑day activity across Primoro into clear, role‑appropriate awareness and action.

Smart Dashboards focus on today and this week, not month‑end reporting. They surface what matters now, prioritise exceptions and risks, and link directly to the actions that resolve them.

The page should clearly convey that Smart Dashboards:

• Provide live, role‑aware insight across the practice
• Prioritise exceptions, risks, and overdues over averages
• Replace static reports and spreadsheet‑driven KPI tracking
• Turn insight directly into tasks, follow‑ups, and decisions
• Expand automatically as Primoro modules are enabled
• Scale cleanly from single practices to multi‑site and group operators

2. Hero Section

Headline

Smart Dashboards — see what matters today, and act on it

Sub‑headline

Live operational, financial, and performance dashboards — personalised by role and refreshed continuously.

Supporting Line

No reports. No exports. Just clarity.

Visual Direction

• Clean dashboard cards with status, trends, and alerts
• Role‑based examples (Manager, Reception, Clinical, Group)
• Emphasis on attention and action, not data density

Primary CTAs

• Request a demo
• Explore Primoro CORE platform

3. What Smart Dashboards Are

Smart Dashboards are Primoro’s role‑based awareness and insight layer.

They bring together live data from across the platform — appointments, tasks, communications, documents, rotas, and payments — and present it in dashboards tailored to how each role runs their day.

Instead of exporting reports, teams see what’s happening now, where attention is needed, and what to do next.

4. Core Capabilities

📊 Role‑Based Dashboards

• Dashboards adapt automatically to who is signed in
• Each role sees information relevant to their responsibilities
• No configuration required to get immediate value

Examples:

• Practice managers see operational health, risks, utilisation, and overdue actions
• Reception teams see today’s appointments, gaps, arrivals, and cancellations
• Clinicians see their own schedules, follow‑ups, and outstanding actions
• Group operators see cross‑site performance, outliers, and trends

🕒 Today & This Week Focus

• Dashboards are oriented around today and the immediate week ahead
• Highlight what needs attention now — not historical summaries
• Keep teams aligned on current priorities

🎯 KPIs That Reflect Reality

• Practical KPIs aligned to how practices actually operate
• Operational, clinical, financial, and engagement signals
• Avoids vanity metrics

Examples include:

🚨 Alerts, Exceptions & Attention Signals

• Dashboards surface exceptions, not just status
• Highlight overdue actions, compliance gaps, and anomalies
• Act as an early‑warning system, not a passive report

✅ Actionable by Design

• Dashboard widgets link directly to underlying items
• Many common actions can be completed directly from dashboard cards
• Overdue or risky signals connect straight into Task Manager, documents, or schedules

Insight flows immediately into action — without re‑keying or chasing.

🧩 Modular & Connected Across the Platform

Smart Dashboards are modular by design. As Primoro modules are enabled, relevant widgets and metrics appear automatically — without showing empty sections or requiring setup.

Dashboards draw live data from across Primoro:

• Appointments & Scheduling
• Task Manager — overdue, blocked, and escalated actions
• Communications Hub — volume, responsiveness, and load
• Document Hub — acknowledgements, compliance, and gaps
• Rota & Staffing — coverage, utilisation, quiet‑hours context
• Payments & Pipeline (where enabled)

This provides a joined‑up picture rather than isolated metrics.

5. Staff Home Dashboard (Mobile & Web)

For many users, Smart Dashboards act as the default landing view.

On mobile (via Staff App Mode) and web, staff see:

• A snapshot of today’s schedule or workload
• Pending tasks, alerts, or risks
• Key updates or announcements

This provides a shared, familiar starting point across devices — without overwhelming detail.

6. Manager & Operator View

Smart Dashboards give leaders situational awareness without micromanagement.

Managers can:

• See today’s operational health at a glance
• Spot issues before they escalate
• Monitor workload, risk, and compliance
• Track progress without requesting reports

For group operators:

• Site‑level views roll up into group dashboards
• Outliers and trends become immediately visible

7. Designed for Daily Use — Not Reporting Cycles

Smart Dashboards are built for continuous use throughout the day:

• Always‑on visibility
• No exports or manual refresh
• Sits alongside the workflows teams already use

This supports proactive management, not hindsight.

8. Security & Governance by Design

• Dashboard visibility respects Access Manager permissions

9. How It Fits Within Primoro

Smart Dashboards sit above the operational layers of Primoro:

• Staff App Mode — dashboard cards surfacing tasks and alerts
• Task Manager — actions, risks, and escalations
• Document Hub — acknowledgement and compliance insight
• Access Manager — role‑aware visibility
• Security & Governance — controlled access to insight

They turn platform activity into clear, usable intelligence.

10. FAQs

Are Smart Dashboards customisable?

Dashboards are automatically tailored by role. Advanced configuration and group views can be enabled where appropriate.

Do dashboards update in real time?

Yes. Dashboards reflect live operational data, not static or end‑of‑day reports.

Can group practices see multiple locations?

Yes. Dashboards support both site‑level and rolled‑up group views.

Do dashboards show actions as well as insight?

Yes. Alerts and metrics link directly to tasks, documents, and underlying workflows.

How is this different from Performance Dashboards?

Smart Dashboards focus on real‑time operational awareness. Performance Dashboards (optional) add deeper historical trends, targets, and comparative analytics.

Is sensitive data protected?

Yes. All dashboards respect role‑based access and governance controls.

Does this replace exporting reports?

For day‑to‑day operations, yes. Exports become the exception rather than the norm.

11. Cross‑Links & CTAs

• Link to Task Manager
• Link to Staff App Mode
• Link to Access Manager

Final CTA: See what matters today — and act with confidence.

12. Tone & UX Notes (For Designers)

• Calm, clear, and operations‑focused
• Prioritise attention and action, not charts for their own sake
• Dashboards should feel reassuring and decision‑supportive