Getting started with dashboards

Getting started with dashboards

The Dashboards menu is where you benchmark your organisation and explore performance data. All the benchmark views are built from published NHS data — aggregate figures with no patient-identifiable information — so they work for every account, including free NHS data access.

The Overview hub

Dashboards → Overview is the front door. Where your organisation has clinical QOF data ingested, it opens with four headline cards — Achievement, Achieved indicators, Income earned and Income at risk — plus an *Achievement by clinical area* chart. Below that, a card grid links to every dashboard you can open.

The dashboards, grouped

The sidebar (and the Dashboards menu) group the views by scope:

My organisation

  • Practice performance — your practice benchmarked against PCN, ICB and national figures: demographics, demand and capacity, workforce, income, quality and patient experience.
  • PCN performance — every practice in your network compared, with the highest and lowest performers highlighted.
  • ICB performance — PCNs compared across the ICB.
  • My QOF data — your own clinical QOF achievement from your Nexus (Medicus) data (appears once data is ingested).

System & national

  • National performance — every ICB ranked on each metric.
  • Funding & equity — how practice income relates to appointments, staffing, deprivation and disease burden across England.

Explore & reference

  • AI Insights — ask questions of the data in plain English (package add-on).
  • Data sources — every dataset behind the dashboards and when it last refreshed.

Items marked IM1 are scaffolded views that unlock when multi-practice live data is connected.

Learn by doing

The Guides (?) menu includes a *Dashboards* walkthrough covering the sidebar, the scope and period pickers and how to read the tiles — worth two minutes on your first visit.

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