As the famous management consultant Peter Drucker once said, “You can’t manage, what you can’t measure.”
One of SUMO’s most powerful features is our custom reporting & metrics engine. You can literally report on just about any data or combination of data in SUMO.
Dashboards Included
SUMO includes the following metric dashboards. A dashboard is a collection of reports, all summarized in one view.
- SUMO Summary Dashboard
- No-Show Dashboard
- Appointments by Provider by Status
- Appointments by Status
- Completed Appointments to Goal
- Cancelled Appointments
- Adoption
Reports Included
SUMO includes roughly 50 report. Here is a sample of the included reports:
- All Appointments – Today
- All Appointments – This Week
- Appointment No Shows – This Week
- Appointment No Shows – This Month
- Appointment No Shows – This Year
- Appointment No Shows – Last Week
- Appointment No Shows – Last Month
- Appointment No Shows – Last Year
- Appointment Reschedule Report – Declined Participants
- Appointments by Participant – Today
- Appointments by Participant – All Time
- Many many more…
Make Your Own Reports & Dashboards
Of course you can make your own reports. A few custom reporting ideas our customers create include:
- No-Shows by Location (compare no-show rates across various locations)
- Customer Leaderboard (show which customers have the best attendance to appointments)
- Customer Wall of Shame (show which customers have the worst attendance to appointments)
- Appointment Leaderboard (show which providers maintain the most appointments)
- Login Leaderboard (show which users use SUMO the most)
Mobile Access
- SUMO Mobile includes access to custom reports and dashboards for quick analysis on the go.
