Executive Dashboard

Real-time platform metrics and KPI overview

✓ REQUESTED FEATURE
Total Members
1,247
12% vs last month
+156 new members this month
Monthly Revenue
$45.2K
15% vs last month
MRR growth on track
Cancellations
8
2% vs last month
0.19% monthly churn
Referrals Sent
324
12% vs last month
78% response rate
Compliance Score
98%
Excellent
3 credentials expiring soon
System Uptime
99.98%
Healthy
API response: 145ms
Revenue Trend (Last 12 Months)
Revenue by Tier
Critical Alerts REQUESTED
🔴 CRITICAL: 3 credentials expired - Action required
🟠 HIGH: 12 providers pending verification
🟡 MEDIUM: 5 help tickets > 24hrs without response

Participant Management

Manage all users, credentials, and profiles

✓ REQUESTED FEATURE
Showing 12 of 1,247 users
Name Email Role Status Join Date Last Activity Action
Dr. Sarah Johnson sarah.johnson@clinic.com Provider ✓ Active Jan 5, 2024 Today 2:30 PM
John Smith john.smith@example.com Assistant ✓ Active Feb 10, 2024 Yesterday 4:15 PM
Dr. James Wilson james.wilson@practice.com Provider âš  Exp Soon Mar 15, 2024 3 days ago
Demographics Report REQUESTED
By Role
Healthcare Providers: 450 (36%)
Business Partners: 250 (20%)
Practice Managers: 150 (12%)
Assistants: 397 (32%)
By Location
California: 245 (20%)
New York: 180 (14%)
Texas: 140 (11%)
Florida: 125 (10%)
By Status
Active: 1,189 (95%)
Pending: 32 (3%)
Inactive: 18 (1.5%)
Expired: 8 (0.5%)

Financial & Revenue Management

Track subscriptions, payments, and revenue metrics

✓ REQUESTED FEATURE
Monthly Recurring Revenue
$45,230
15% vs last month
Projected Annual: $542,760
Active Subscriptions
515
+12 new this month
Basic: 280 | Pro: 220 | Enterprise: 15
Churn Rate
0.19%
Improving
1 cancellation this month
Revenue Breakdown by Tier
Free Tier
450 users × $0
$0/month
Basic Tier
280 users × $29
$8,120/month
Pro Tier
220 users × $79
$17,380/month
Enterprise Tier
15 users × Custom
$19,730/month
Failed Payments CARIZMA REC
3 Failed
Customer Amount Date Reason Action
Dr. Sarah $79 Jan 15, 2025 Card Declined
John Smith $29 Jan 14, 2025 Expired Card

Analytics & Insights

Deep dive into platform usage, referrals, and engagement

✓ REQUESTED FEATURE
Referral Analytics REQUESTED
Referral Metrics
Total Referrals: 2,340
This Month: 156
This Week: 42
Avg/Provider: 3.2
Performance
Response Rate: 78%
Acceptance Rate: 62%
Avg Response: 8 hours
Pending: 22 referrals
Top Performers
Fastest: Dr. Sarah Chen (2h)
Most Sent: Dr. Johnson (45)
Most Received: Dr. Chen (52)
Highest Accept: Dr. Wilson (85%)
User Engagement CARIZMA REC
Monthly Active Users (MAU) 71.5%
892 / 1,247 users
Weekly Active Users (WAU) 50.8%
634 / 1,247 users
Daily Active Users (DAU) 22.8%
285 / 1,247 users
Engagement Segments
Highly Engaged: 120 users (10%)
Moderately Engaged: 450 users (36%)
Lightly Engaged: 240 users (19%)
Inactive: 437 users (35%)
Feature Usage Tracking

Compliance Management

Monitor credentials, licenses, and regulatory compliance

✓ REQUESTED FEATURE
Active & Valid
1,390
✓ 95.9%
Expiring Soon (7-30 days)
35
âš  2.4%
Expiring Immediately (0-7 days)
8
🔴 0.5%
Expired
17
🔴 1.2%
Credentials Expiring Soon
Provider Credential Type Expires Days Left Status Action
Dr. Sarah Johnson State License Jan 31, 2025 26 days âš  Expiring
Dr. James Wilson Insurance Feb 15, 2025 41 days âš  Watch
Dr. Maria Garcia DEA License Jan 20, 2025 15 days 🔴 Urgent
Automated Reminder Schedule
90 Days Before: Mild email reminder
60 Days Before: Medium reminder + dashboard alert
30 Days Before: Urgent reminder + SMS
7 Days Before: Daily reminders + block new referrals

Support & Ticketing System

Manage user support requests and track resolution

✓ REQUESTED FEATURE
Total Tickets (MTD)
45
18% vs last month
Avg Response Time
2.5h
✓ SLA: 4 hours
Customer Satisfaction
4.2/5
★★★★☆ Excellent
Help Tickets by Category
Open Support Tickets (3)
Ticket ID User Category Subject Status Created Action
#TK-002340 Dr. Sarah Technical Can't login to dashboard In Progress 2 hours ago
#TK-002339 John Smith Billing Invoice question for January Awaiting Response 5 hours ago
#TK-002338 Dr. James Feature Request Add calendar sync feature New 1 day ago
Top Issues (Data on Help Tickets)
Password Reset 4 tickets
27% of total tickets
Search Not Working 3 tickets
20% of total tickets
Billing Questions 2 tickets
13% of total tickets
Account Management 1 ticket
7% of total tickets

Events & Enrollment Management

Create events, manage registrations, and track enrollment sources

✓ REQUESTED FEATURE
Number of Events
12
4 webinars, 5 workshops, 3 conferences
Total Enrolled
892
Across all events this year
Upcoming Events
Event Name Type Date Registrations Capacity Status
Psychiatry Best Practices Webinar Webinar Jan 25, 2025 145 500 Live
Therapy Network Roundtable Workshop Feb 5, 2025 78 150 Scheduled
2025 Annual Provider Conference Conference Mar 15-17, 2025 312 500 Scheduled
How They Learned About MA'AT REQUESTED
Search Engine
40%
Google, Bing, Yahoo
Social Media
30%
Facebook, LinkedIn, Twitter
Professional Referral
20%
Word of mouth, colleagues
Other
10%
Ads, Articles, Podcasts

Content Management System

Manage blog posts, email templates, and marketing content

CARIZMA REC
Blog Posts
Title Category Status Published Views Action
10 Tips for Better Patient Care Clinical Published Jan 10, 2025 1,234
How to Optimize Your Provider Profile Marketing Published Dec 28, 2024 567
Compliance Guide 2025 Compliance Draft - -
Email Templates
Welcome Email
New user onboarding
Credential Reminder
30-day before expiry
Monthly Newsletter
Platform updates & tips
Referral Notification
New referral received

Network & Collaboration Intelligence

Visualize provider networks and collaboration metrics

CARIZAM REC
Active Networks
47
Clinical & Professional
Network Density
7.2/10
Well Connected
Most Connected
156
Dr. Sarah Chen (12 networks)
Top Performing Networks
Network Name Type Members Referrals/Month Health Score
New York Psychiatry Collaborative Clinical 52 340 ✓ Excellent
California Provider Network Clinical 78 280 ✓ Good
Boston Clinical Alliance Clinical 34 240 ✓ Excellent
Collaboration Insights
Providers in Care Teams
234
Actively collaborating on patient care
Avg Team Size
3.2
Providers per care team

System Settings & Administration

Configure platform, manage integrations, and admin controls

CARIZMA REC
Admin Users & Permissions
Name Role Email Last Login Status Action
Dr. C Super Admin dr.c@example.com Today 2:30 PM Active
Sarah Johnson Analytics Admin sarah.j@example.com Yesterday 5:15 PM Active
John Martinez Support Manager john.m@example.com 3 days ago Active
Third-Party Integrations
Stripe
Payment Processing
✓ Connected
Google OAuth
Sign In Method
✓ Connected
DocuSign
E-Signatures
✓ Connected
Microsoft OAuth
Sign In Method
âš  Pending
Platform Settings
Platform Name
KALINK by Ma'at
2FA Authentication
Required for Admin Users
✓ Enabled
Session Timeout
60 minutes of inactivity
Data & Backup Management
Last Backup
Jan 15, 2025 - 2:30 AM