The Business Development Dashboard gives you a real-time view of your activities and performance. It highlights referral stats, ROI, and practice insights while guiding you with the next best actions. With features like live route maps, AI-driven route suggestions, quick actions, and voice recording, it helps you stay organized and efficient. Designed to keep key metrics and tools at your fingertips, the dashboard ensures smarter decision-making and stronger practice engagement.

Before moving to the following sections, please review the video material provided at the end of this article for an overview of the Business Development module.

1. From the main navigation or side bar, click on “Business Development”.

2. The Business Development Dashboard will open.

Training Video