Overview

Baselines, progress, and quick actions
Monthly $ Production
Baseline → Goal
$—
—%
Set baseline + goal to see progress
Active Patients
Baseline → Goal
—%
Track active patient growth
Website Traffic (Monthly)
Baseline → Goal
—%
Use GA4 baseline, set target
Avg Monthly New Patients
Baseline → Goal
—%
This is the north-star metric

Baselines & Goals

Auto-saves while you type

Idea Board

Tags, pinning, quick lane moves
Ideas
Doing
Done

Goals

Different progress styles per goal
Monthly $ Production
—%
— → —
Active Patients
—%
— → —
Website Traffic
—%
— → —
Monthly New Patients
🚀
—%
— → —
Progress = baseline / goal (capped at 100%). Set goals to activate visuals.