Performance is the practice-wide money view. It shows what has been charged, what has been collected and what is still outstanding, alongside appointment volume, over time.
Before you start
- Performance is for owners and practice managers only. Administrators and other roles do not see it in the menu, and the page says so if opened directly.
- Patient-level balances are not here. They stay on each patient's Invoices & payments tab and in the Ledger.
Steps
- Switch to the Practice workspace and choose Performance from the side menu, or use the Performance quick action on the Overview.
- Read the four figures at the top: Collected, Outstanding, Charged and Appointments.
- Choose the period with Monthly, Quarterly or Yearly.
- Study the Collected vs outstanding chart to see how much of what you charge is actually being paid.
- Study the By month (or quarter or year) chart to compare periods.
- If your practice is part of a group, choose All practices to see combined charts and a per-practice strip of money in over the last 30 days.
- To act on outstanding money, open Ledger and work through Awaiting payment.
- To export figures for your accountant, use Accountant export on the Ledger rather than this page.
What happens next
Nothing on this page changes data. Figures come from issued invoices, recorded payments, treatment plan charges and diary appointments, and update as those are entered.
Charged reflects what has been invoiced or planned. Collected reflects payments recorded against invoices. Outstanding is the gap.
Common problems
- I cannot see Performance — only owners and practice managers can. Ask an owner to change your role if you need it.
- Collected looks low — payments only count once they are recorded under Record payment on an invoice. Check the Ledger's Awaiting payment panel for invoices that were paid but not recorded.
- The chart is empty — the period has no issued invoices or appointments yet. Try Yearly.
- Figures differ from my bank — Performance shows what was recorded in Maxillo, not bank settlements. Card processor fees and timing differences are not reflected.