ChartVaultChartVault
Insight & Growth

Practice Health

Set a monthly revenue goal and ChartVault coaches you to it, and flags the repeat business going quiet.

Practice Health is your practice's vital signs, at a glance.

Set a monthly goal

Set a monthly revenue goal and the panel shows:

  • how close you are this month,
  • how many more sessions it would take to get there, and
  • a dormant-loss alert for the repeat business slipping away from quiet clients.

ChartVault — practice health

Coach me

Tap ✨ Coach me and ChartVault reads your current numbers and names concrete next steps — including which dormant clients to win back first — to hit the month's goal. It uses your Gemini key.

The growth side, not just the chart

Most chart software stops at the chart. Practice Health is about the business: a clear goal, an honest read on where you are, and a nudge toward the highest-leverage action this month.

The dormant clients it flags are the same ones that surface in the opportunity feed — here you see them as a number with a goal attached.

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