Neo Software

What's New

New feature: Neo Practice Dashboard (December 2019)

Beefing up Neo’s reporting capabilities has been a top priority this year, and we’re thrilled to share the latest with you: The Neo Practice Dashboard. Need a quick summary of real-time key performance indicators (KPIs) like average client transaction, gross sales, net sales, or number of new clients and patients? Hungry to see your practice data visualized in a cutting-edge, graphical way? Need the flexibility to choose any date range? Check out your Practice Dashboard at the top of the Reports page! All users with the business owner role or System Admin permission will automatically receive access, and they can give access to anyone else who needs it. Better still: the report is printable.

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