Go to: Clients Menu > Marketing Schedule:
Clients Tab: 1st Visit Date From [1st of Period] to [31st of Period]
This will show all clients who joined the practice and had a consult recorded in the sales period.
Business Analysis and Reporting
Active Clients in Last 12 Months
Returning Clients
Top Clients by Amount Spent
Top Clients by Frequency of Visit
Monthly Sales
Analyzing Doctor Production X Month
Analyzing Doctor Production X Invoice Totals
Analyzing Doctor Production x Analysis Groups