How do I?

KPI Comparisons

How can I quickly compare KPIs to previous months and years? 

To quickly get visual data on how the KPIs compare to the last month or the same month of the previous year, etc., utilize the comparison option in Practice IQ.

After selecting the time period you would like to examine for the dashboard. Select the dropdown menu to the right of Compare to.  

 

Selecting Auto will automatically go to the previous period selected. For example, if you chose Month-to-Date,  There will be a comparison to the previous month-to-date. Then, there are other choices to choose from. The page will refresh, and the panels below the KPI numbers and an up or down icon will be visible. Hovering the cursor will pop up the number of the comparison period and the percent difference.

 

Comparison is not an option when selecting a Custom date range.