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Parent Dashboard

This guide explains what the Parent Dashboard shows and how to use it to monitor every branch in your practice from one place.

Who Can See the Parent Dashboard​

The Parent Dashboard is available to team members with a parent role: Super Admin, Parent Billing, or Viewer. See Roles and Permissions.

Opening the Parent Dashboard​

If you have a parent role, select Dashboard in the left menu. Atlas takes you straight to the Parent Dashboard, with a consolidated overview across all branches. If you are on a branch dashboard, select View Parent Dashboard.

  • To update the figures, select Refresh
  • To switch to the dashboard for the branch you are working in, select Branch view

Summary Cards​

Four cards at the top of the page summarise your whole practice.

CardWhat it shows
BranchesHow many branches you have, and whether they are all healthy
ClientsHow many clients are active across all branches
TeamHow many team members you have, with the number of Owners and Admins
Est. ChargesYour estimated Charge Us charges across all branches, and how many branches are billed

Branch Overview​

The branch overview lists each branch on its own row. For each branch, you can see:

  • Its name, country, and billing currency
  • A health indicator
  • Its number of clients and team members
  • Its document storage, shown as storage used out of the allowance, such as 54KB / 1.0GB, or Off if document storage isn't turned on. See Document Management.
  • Its estimated charges, or No subscription if the branch has no Charge Us clients

Select the arrow at the end of a row to open that branch.

Billing Overview​

The billing overview summarises your Charge Us billing across the practice:

  • Volume discount — Your current discount tier, such as Vibe 20% off, with your number of clients. A progress bar shows how many more clients you need for the next tier, such as "50 more clients to Epic (30% off)". See Charge Us Subscriptions.
  • Total estimated — Your estimated charges across all branches
  • Active billing — How many branches are being billed, and how many subscriptions are active
  • Recent invoices — Each branch's latest invoice, with its date, amount, and status, such as Paid

The same prorating rules apply across all branches. See Charge Us Subscriptions.

Activity​

The Activity panel shows recent actions across all branches, such as branches being created and team members signing in. Each entry shows who did it, which branch it relates to, the type of action, and when it happened.

To see the full list, select View all.