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
Microsoft SharePoint
Master Price List
Pharmaceuticals
Seminars RSVP
Membership
Payment Plan Tracker
Settings
Loading data…
Data refreshes on login
Bank⟳
—
Balance
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Accounts
—
Positive
QuickBooks⟳
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Total Income
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Total Expenses
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Net Income
Square⟳
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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
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CTR
Yelp⟳
—
Rating
—
Reviews
—
Views
Total Balance
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Source
Plaid
Checking bank connection…
Central Pacific Bank via Plaid
Bank Accounts — Central Pacific Bank
| Account Name | Type | Subtype | Balance |
|---|---|---|---|
| Loading… | |||
Checking credit card connection…
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 |
|---|---|---|---|
| Loading… | |||
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
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Total Expenses
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Net Income
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Profit & Loss Statement
| Account / Category | Amount |
|---|---|
| Select a date range and click Run Report | |
Total Agency Fees
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Total Ad Spend
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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
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% who left after one page. Lower is better.
Avg Session Duration
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Avg time spent per visit.
Page Views
—
Total pages viewed.
Website Engagement — Month over Month
Loading monthly data…
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
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Page Visits
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Page Visits from Ads
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Total Leads from Yelp
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Total Leads from Yelp Ads
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Website Visits
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Calls
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Total Reviews
—
Date Range
Total Sales
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Transactions
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Avg Transaction
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Sales by Location
Revenue by Service
| Service | Qty Sold | Net Revenue | % of Total |
|---|---|---|---|
| Loading... | |||
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
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
PATIENT BILLING
Payment Plan Tracker
Hawaii Wellness Clinic — Patient Payment Plans
Live
Tracking
Excel
Online
Active
Plans
The payment plan tracking spreadsheet — opens directly in Microsoft Excel Online for easy viewing and editing.
Open Payment Plan Tracker
Hosted on SharePoint · Opens in new tab
Restricted Access
This section is password protected.