The Performance Overview is divided into two areas: a bar graph on the left and a Leader Board on the right.

The bar graph displays practice goals for the week, month, quarter, and year — showing current points earned, a bar representing the percentage of the goal met so far, and the target goal for that term.

The Leader Board displays each staff member and the number of points they have earned. If a profile image has been added to a user account, that image will appear to the left of the user's display name on the board.

This section displays a summary of new plans sold during the current day, week, and month compared to the same time frame in the previous period. Each comparison shows:

A bar graph displays plans sold over a selected range. Use the Display by list to choose days, weeks, or months, then select a date range. When viewing by days, type or select dates from the calendar. Hover over any bar on the graph to see the date range and number of plans sold for that period.

This section displays a separate pie chart for each species that has associated wellness plans. A legend to the right of each chart shows the plan type name alongside a color-coded dot that corresponds to a slice of the chart.

Hover over any color-coded section of a pie chart to display the plan type name and the percentage of plans sold of that type for the species.