Hawaii Wellness Clinic
Business Intelligence Dashboard
Hawaii Wellness Clinic

Business Overview

Overview of all business metrics
Hawaii Wellness Clinic

Hawaii Wellness Clinic

Business Intelligence Dashboard

Business Overview
Bank Balance
QuickBooks
Square
Go High Level
Advertising Agencies
Google Analytics
Google Business Pages
Yelp
Practice Fusion
Patient Now EHR
Microsoft SharePoint
Master Price List
Pharmaceuticals
Seminars RSVP
Membership
Clinic Trackers
Industry Alerts
Competitors
Peptides Portal
Settings
Loading data…
Data refreshes on login
Bank⟳
—
Balance
—
Accounts
—
Positive
QuickBooks⟳
—
Total Income
—
Total Expenses
—
Net Income
Square⟳
—
Total Sales
—
Transactions
—
Avg Sale
Google Analytics⟳
—
Sessions
—
Users
—
Bounce Rate
Meta Ads⟳
—
Total Spend
—
Clicks
—
CTR
Yelp⟳
—
Rating
—
Reviews
—
Views
Total Balance
—
Source
Plaid
Checking bank connection…
Central Pacific Bank via Plaid
Bank Accounts — Central Pacific Bank
Account NameTypeSubtypeBalance
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Checking credit card connection…
American Express via Plaid
Current Balance
—
Available Credit
—
Credit Limit
—
Credit Cards — American Express
Card NameTypeBalance OwedAvailable Credit
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Date Range
HWC Honolulu
HWC Kailua-Kona
HK Honolulu
HK Kailua-Kona
Profit & Loss
Balance Sheet
3-Month Compare
Date Range
Total Income
—
Cost Of Goods Sold
—
Total Expenses
—
Net Income
—
Profit & Loss Statement
Account / CategoryAmount
Select a date range and click Run Report
Total Agency Fees
—
Total Ad Spend
—
Date Range
Beyond Marketing
Think Bullish
Advert Logix
OMG
Grow My Clinic
Date Range
Sessions
—
Total visits to your website.
Active Users
—
Unique individuals who visited.
New Users
—
First-time visitors in this period.
Bounce Rate
—
% who left after one page. Lower is better.
Avg Session Duration
—
Avg time spent per visit.
Page Views
—
Total pages viewed.
Website Engagement — Month over Month
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Top Pages
PageViewsUsers
Run report to load
Traffic Sources
ChannelSessions
Run report to load
What these mean
Organic Search — Visitors who found you through Google or other search engines without paid ads.
Direct — Visitors who typed your URL directly or used a bookmark.
Organic Social — Visitors who came from unpaid social media posts (Instagram, Facebook, etc).
Referral — Visitors who clicked a link from another website.
Paid Search — Visitors from Google Ads or other paid search campaigns.
Unassigned — Traffic Google couldn't categorize, often from apps or missing tracking data.
Monthly Snapshot
Impressions
—
Page Visits
—
Page Visits from Ads
—
Total Leads from Yelp
—
Total Leads from Yelp Ads
—
Website Visits
—
Calls
—
Total Reviews
—
Date Range
Total Sales
—
Transactions
—
Avg Transaction
—
Sales by Location
Revenue by Service
Service Qty Sold Net Revenue % of Total
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Date Range
Total Leads
—
Total Open
—
Total Closed Won
—
Total Closed Lost
—
Service Performance Overview
Leads by Service — Month over Month
Opens with the current year, one line per service.
INTEGRATED PLATFORM

Practice Fusion

Electronic Health Records

EHR
Platform
HIPAA
Compliant
Cloud
Based

Access patient records, appointments, clinical notes, and billing — all in one secure, cloud-based EHR system built for modern practices.

Open Practice Fusion
Secured with end-to-end encryption · Opens in new tab
NEW EHR PLATFORM

Patient Now EHR

Electronic Health Records

EHR
Platform
Patient
Records
Secure
Login

Sign in to the clinic's new electronic health records system.

Open Patient Now
Opens the Patient Now login in a new tab
DOCUMENT MANAGEMENT

Microsoft SharePoint

Hawaii Wellness Clinic Portal

Docs
& Files
Team
Collaboration
M365
Integrated

Your central hub for company documents, training materials, SOPs, and internal resources — organized and accessible to your entire team.

Open SharePoint
Secured by Microsoft 365 · Opens in new tab
PRICING REFERENCE

Master Price List

Hawaii Wellness Clinic — All Services

Live
Pricing
Excel
Online
All
Locations

The master reference for all HWC service pricing across every location. Always up to date — opens directly in Microsoft Excel Online for easy viewing and editing.

Open Master Price List
Hosted on SharePoint · Opens in Microsoft Excel Online
Alpha Biomed
Benchmark Biomedical
Empower Pharmacy
Northshore Pharmacy
Platinum Biologics
Stem Sell Solutions
Striker Pharmacy
Seminars RSVP
Open in New Tab ↗
sites.leadconnectorhq.com · Some pages block embedding in a frame — use 'Open in New Tab' if this appears blank.
MEMBERSHIP RECORDS

Membership

Hawaii Wellness Clinic — Membership Tracking

Live
Roster
Excel
Online
All
Members

The membership tracking spreadsheet — opens directly in Microsoft Excel Online for easy viewing and editing.

Open Membership
Hosted on SharePoint · Opens in new tab
Clinic Trackers
Quick access to each patient tracking spreadsheet.
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Open full page ↗
0Open recalls & safety alerts
0Need action
0New in latest scan
0Not yet reviewed
A research pass runs every morning at 5:47 AM HST across FDA recalls and safety alerts, DEA and FTC actions, the Hawaii Medical Board and legislature, ClinicalTrials.gov, and medical news for each service line. Alerts are summaries — open the source before changing clinical practice.
PEPTIDE SUPPLIER

Peptides Portal

Blue Atlas Biologics

Peptides
Catalog
Orders
Portal
Secure
Login

Sign in to the Blue Atlas Biologics portal to manage peptide orders.

Open Peptides Portal
Opens the Blue Atlas login in a new tab
Restricted Access
This section is password protected.