This Microsoft Excel document serves as an interactive reporting tool designed to assist you, the owner/practitioner or manager, in proactively overseeing the business. By integrating data from both your practice management and accounting software, you can track essential monthly metrics (Key Performance Indicators, or KPIs). The initial data entry, which requires input of two years' worth of information, will take approximately 2-3 hours. Subsequent monthly updates will take approximately 10-15 minutes to maintain accurate and current information. Once the report is operational, should you wish to add or remove additional metrics or KPIs, please contact Oculus Insights for a customized quote to modify the report. Oculus also offers consulting services to assist you in effectively utilizing this tool and evaluating opportunities to enhance operational processes and profitability. For further assistance, please contact us at: bmagnus@OculusInsights.net.