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Bank⟳
—
Balance
—
Accounts
—
Positive
QuickBooks⟳
—
Total Income
—
Total Expenses
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Net Income
Square⟳
—
Total Sales
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Transactions
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Avg Sale
Google Analytics⟳
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Sessions
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Users
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Bounce Rate
Meta Ads⟳
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Total Spend
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Clicks
—
CTR
Yelp⟳
—
Rating
—
Reviews
—
Views
Total Balance
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Source
Plaid
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Central Pacific Bank via Plaid
Bank Accounts — Central Pacific Bank
| Account Name | Type | Subtype | Balance |
|---|---|---|---|
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American Express via Plaid
Current Balance
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Available Credit
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Credit Limit
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Credit Cards — American Express
| Card Name | Type | Balance Owed | Available Credit |
|---|---|---|---|
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HWC Honolulu
HWC Kailua-Kona
HK Honolulu
HK Kailua-Kona
Profit & Loss
Balance Sheet
Date Range
Total Income
—
Cost Of Goods Sold
—
Total Expenses
—
Net Income
—
Profit & Loss Statement
| Account / Category | Amount |
|---|---|
| Select a date range and click Run Report | |
Total Agency Fees
—
Total Ad Spend
—
Date Range
Beyond Marketing
Think Bullish
Advert Logix
Cobia Marketing
OMG
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
| Page | Views | Users |
|---|---|---|
| Run report to load | ||
Traffic Sources
| Channel | Sessions |
|---|---|
| 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
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Page Visits from Ads
—
Total Leads from Yelp
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Total Leads from Yelp Ads
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Website Visits
—
Calls
—
Total Reviews
—
Date Range
Total Sales
—
Transactions
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Avg Transaction
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Sales by Location
Revenue by Service
| Service | Qty Sold | Net Revenue | % of Total |
|---|---|---|---|
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Date Range
Total Leads
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Total Open
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Total Closed Won
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Total Closed Lost
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Service Performance Overview
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
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
Restricted Access
This section is password protected.