You open Performance and see a locked panel that says "Owners and managers only", or Performance is missing from your sidebar altogether. This is expected for most roles. Practice-wide revenue and analytics are restricted to the people who run the practice.
Check these first
- Check your role. Only the Owner and Practice manager roles can open Performance. Receptionists, nurses, dentists, hygienists, therapists, administrators and limited users all see the "Owners and managers only" panel. Your role is shown next to your name under Settings, Team & access.
- Ask for a role change if you need it. An owner or manager can change a role from the dropdown next to each member under Settings, Team & access. Nobody can grant a role higher than their own. After the change, reload the page; there is no need to sign out.
- Look in the right place in the menu. In the Practice workspace, Performance sits in the main menu. In the Reception and Clinical workspaces it is further down the sidebar menu. It only appears at all for owners and managers.
- If you are in "All practices", check your role in each practice. The combined view only includes practices where you are an owner or manager. If you hold that role in none of them, you see the "Owners and managers only" panel. Pick a single practice from the sidebar switcher for record-level work.
- You may not need Performance. The panel itself explains where the day-to-day money lives: each patient's balance and payments are on that patient's Finance tab, and practice payments are in the Ledger. Receptionists and most clinical roles can use both of those.
What happens next
When your role is Owner or Practice manager, Performance opens with money in and outstanding, drawn from confirmed appointments, completed treatment plans and recorded payments. You can switch the timeframe to see it by month, quarter or year. Under "All practices" you also get a card per practice showing payments in the last 30 days.
Still stuck
Tell the Maxillo team your name, the practice, and the role shown next to your name under Team & access. Do not include any figures from the page.