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Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":71,"body":348,"dateModified":534,"datePublished":534,"description":535,"extension":536,"image":534,"links":534,"meta":537,"navigation":538,"path":72,"seo":539,"stem":73,"__hash__":540},"docs_en\u002Fen\u002F11.reports\u002F2.general.md",{"type":349,"value":350,"toc":526},"minimark",[351,360,363,368,371,405,408,412,415,465,468,472,475,501,504,508,523],[352,353,354,355,359],"p",{},"Open ",[356,357,358],"strong",{},"Reports → General",".",[352,361,362],{},"General is the business overview report. Use it when you want a quick executive summary of clinic performance for the selected period.",[364,365,367],"h2",{"id":366},"what-general-contains","What General contains",[352,369,370],{},"The General report focuses on overall financial health:",[372,373,374,381,387,393,399],"ul",{},[375,376,377,380],"li",{},[356,378,379],{},"Revenue",": total income for the selected period.",[375,382,383,386],{},[356,384,385],{},"Gross Profit",": revenue after cost of goods and direct costs.",[375,388,389,392],{},[356,390,391],{},"EBITDA",": operating profit before interest, tax, depreciation, and amortization.",[375,394,395,398],{},[356,396,397],{},"Net Profit",": final profit after expenses and adjustments included in the report.",[375,400,401,404],{},[356,402,403],{},"Best Branch",": the branch with the strongest result for the selected period.",[352,406,407],{},"Each main card can show margin and period comparison so managers can see both total amount and performance quality.",[364,409,411],{"id":410},"kpi-strip","KPI strip",[352,413,414],{},"The KPI strip gives a compact view of business ratios and supporting totals:",[372,416,417,423,429,435,441,447,453,459],{},[375,418,419,422],{},[356,420,421],{},"Avg. Ticket",": average revenue per visit or transaction, depending on the underlying clinic data.",[375,424,425,428],{},[356,426,427],{},"COGS Ratio",": cost of goods compared with revenue.",[375,430,431,434],{},[356,432,433],{},"OpEx Ratio",": operating expenses compared with revenue.",[375,436,437,440],{},[356,438,439],{},"Salaries \u002F OpEx",": salary share inside operating expenses.",[375,442,443,446],{},[356,444,445],{},"Total Expenses",": expenses counted in the report period.",[375,448,449,452],{},[356,450,451],{},"Tax Ratio",": tax share compared with report totals.",[375,454,455,458],{},[356,456,457],{},"D&A",": depreciation and amortization total when configured.",[375,460,461,464],{},[356,462,463],{},"Salaries",": salary total included in the period.",[352,466,467],{},"Use these numbers to understand why revenue and profit moved. A clinic can increase revenue but still lose margin if expenses, salaries, or product costs rise faster.",[364,469,471],{"id":470},"charts","Charts",[352,473,474],{},"General includes charts that explain the overall result:",[372,476,477,483,489,495],{},[375,478,479,482],{},[356,480,481],{},"Monthly Trend – Revenue vs Profit"," compares revenue, gross profit, and net profit across months.",[375,484,485,488],{},[356,486,487],{},"Branch P&L Comparison"," compares revenue, net profit, and net margin between branches.",[375,490,491,494],{},[356,492,493],{},"Revenue by Speciality"," shows which speciality groups contributed to revenue.",[375,496,497,500],{},[356,498,499],{},"Expenses by Category"," shows where expenses were recorded.",[352,502,503],{},"Charts are best for spotting patterns. For example, a branch may have high revenue but lower net margin, or one expense category may explain most of the drop in profit.",[364,505,507],{"id":506},"useful-features","Useful features",[372,509,510,513,516],{},[375,511,512],{},"Change the date range to compare a day, week, month, or custom period.",[375,514,515],{},"Select a branch to review one location instead of the whole clinic.",[375,517,518,519,522],{},"Use ",[356,520,521],{},"Download Report"," to export the General report for review outside Dentaltap.",[352,524,525],{},"Use General before opening detailed reports. It tells you which area deserves closer attention: visits, finances, inventory, doctors, salaries, or expenses.",{"title":527,"searchDepth":528,"depth":528,"links":529},"",2,[530,531,532,533],{"id":366,"depth":528,"text":367},{"id":410,"depth":528,"text":411},{"id":470,"depth":528,"text":471},{"id":506,"depth":528,"text":507},null,"Review overall clinic revenue, profit, expenses, best branch, trends, and business ratios.","md",{},true,{"title":71,"description":535},"LGQHzdvFnPsQ3aSgPz0Z94JGvzLJ1bv0sRj7eRxV1eM",[542,544],{"title":67,"path":68,"stem":69,"description":543,"children":-1},"Use Reports filters, branches, tabs, comparisons, drilldowns, and downloads.",{"title":75,"path":76,"stem":77,"description":545,"children":-1},"Review appointments, new patients, no-shows, cancellations, bookings, and patients without follow-up.",1784381111178]