Team Oversight Dashboard
Monitor practitioner performance, workload distribution, compliance, and team analytics from a single dashboard.
The Team Oversight Dashboard gives practice leaders a comprehensive view of how their team is performing. It surfaces metrics, activity feeds, compliance tracking, and workflow tools — all in one place at Dashboard → Team.
The Team Oversight Dashboard is available to Owners and Lead Dietitians (anyone with the reports.view permission). Other roles will not see the Team navigation item.
Who can access what
| Feature | Owner | Lead Dietitian | Dietitian | Intern | Receptionist |
|---|---|---|---|---|---|
| View dashboard | ✓ | ✓ | — | — | — |
| View member metrics | ✓ | ✓ | — | — | — |
| Set performance targets | ✓ | ✓ | — | — | — |
| Review intern plans | ✓ | ✓ | — | — | — |
| Transfer clients | ✓ | ✓ | — | — | — |
| Export CSV | ✓ (Pro+) | ✓ (Pro+) | — | — | — |
| View compliance log | ✓ | — | — | — | — |
Getting started
Navigate to Dashboard → Team in the sidebar. If your practice has fewer than 2 active members, you'll see an empty state prompting you to invite team members first.
The dashboard is organized into four tabs:
- Performance — Member cards, intern reviews, recent transfers
- Analytics — Workload distribution and revenue charts
- Compliance — Data access log and audit trail
- Settings — Performance targets configuration
Period selector
All metrics on the dashboard respect a time period filter. Use the toggle in the top-right corner to switch between:
| Period | What it shows |
|---|---|
| 7 days | Last week's activity — useful for weekly check-ins |
| 30 days | Last month — the default view for most practices |
| 90 days | Last quarter — useful for trend analysis and reviews |
Percentage change badges compare the current period against the equivalent previous period (e.g., this 30 days vs. the prior 30 days).
Team summary
The top of the dashboard shows four summary cards:
| Card | What it measures |
|---|---|
| Active Members | Total team members + how many are online now (active in last 15 min) |
| Total Clients | Active clients across all practitioners in the period |
| Plans Created | Meal plans created by the team in the period |
| Consultations | Completed consultations in the period |
Each card (except Active Members) shows a percentage change badge comparing to the previous equivalent period.
Performance tab
Member performance cards
Each active team member gets a card showing:
- Avatar with activity status dot (green = active now, amber = away, gray = inactive)
- Role badge (Owner, Lead Dietitian, Dietitian, Intern, Receptionist)
- Key metrics: Assigned clients, plans created, consultations completed, plan completion rate
- Revenue: Total invoiced amount for the period
- Sparkline: 7-day consultation trend
- Flags: "Needs attention" badge if any metric falls below 50% of the practice average
Click any card to open the member detail view with full activity feed, utilization rate, retention metrics, and note completion tracking.
Sorting
Use the sort dropdown to reorder cards by:
- Clients (default)
- Plans Created
- Consultations
- Completion Rate
- Revenue
Underperformer flagging
A member is flagged as "Needs attention" when any of their key metrics (clients, plans, consultations, completion rate, or revenue) falls below 50% of the practice average. This helps you quickly identify who may need support or coaching.
Intern plan review
If your practice has interns, this section shows meal plans awaiting review. Plans created by interns cannot be published until a Lead Dietitian or Owner approves them.
| Column | Description |
|---|---|
| Plan title | Name of the meal plan |
| Intern | Who created it |
| Client | Which client it's for |
| Age | Days since creation |
| Urgency | Plans older than 3 days are marked "Urgent" |
Actions: Click ✓ to approve or ✗ to request revision. Both actions support an optional comment. When you request revision, the intern is notified.
Review intern plans within 3 days to keep the workflow moving. Urgent badges help you prioritize the oldest plans first.
Recent transfers
Shows client handoffs that occurred in the last 30 days, including the client name, destination practitioner, reason, and date.
Analytics tab
Workload distribution
A horizontal bar chart showing how clients are distributed across your team. Each bar is color-coded:
| Color | Status | Meaning |
|---|---|---|
| Green | Normal | Workload score between 0.5× and 1.5× the average |
| Red | Overloaded | More than 1.5× the average client load |
| Amber | Underutilized | Less than 0.5× the average client load |
The workload score is calculated as: member's client count ÷ (total clients ÷ number of members). A score of 1.0 means exactly average.
Hover over any bar to see the member's exact client count, workload score, and consultations per week.
Revenue per practitioner
A vertical bar chart showing total invoiced revenue per team member within the selected period. Features:
- Practice average shown as a dashed reference line
- Tooltip with breakdown: invoiced, collected, outstanding, and percentage change
- Members with no billing activity show ₹0
Revenue is attributed based on client assignment — if a client is assigned to a practitioner, all their invoices count toward that practitioner's revenue.
Member detail view
Click any performance card to open the member's detail page. This shows:
Key stats
Five stat cards at the top: Clients, Plans, Consultations, Completion Rate, and Revenue.
Utilization rate
Shows what percentage of the member's consultation capacity is being used:
| Classification | Range | Meaning |
|---|---|---|
| Low | < 40% | Has available capacity for new clients |
| Moderate | 40–70% | Healthy utilization |
| High | > 70% | Well-utilized |
| Burnout risk | > 90% | At risk — consider redistributing clients |
Retention & engagement
Three metric cards with progress bars and industry benchmarks:
| Metric | Calculation | Target |
|---|---|---|
| Retention Rate | Active clients ÷ total assigned clients × 100 | 75%+ |
| Rebooking Rate | Consultations with a follow-up booked ÷ total completed × 100 | 60%+ |
| No-Show Rate | No-shows + cancellations ÷ total scheduled × 100 | < 20% |
Members are flagged for review if retention drops below 60% or no-show rate exceeds 20%.
Note completion
Shows the member's clinical note completion rate and lists any consultations missing notes. Consultations without notes for more than 48 hours are marked as "Urgent."
A member is flagged as non-compliant if their note completion rate falls below 80%.
Activity feed
A chronological stream of the member's actions, filterable by category:
- All — Everything
- Consultation — Sessions completed, no-shows recorded
- Meal Plan — Plans created, updated, delivered
- Program — Package assignments, pauses, completions
- Assessment — Weight logs, measurements, lab values
The feed paginates at 20 events per page with a "Load more" button.
Compliance tab
Data access log
Tracks which team members accessed which client data. This supports compliance with India's Digital Personal Data Protection (DPDP) Act 2023.
Each entry records:
- Member who accessed the data
- Client whose data was accessed
- Access type: View, Edit, or Export
- Timestamp
- Status: OK or Unauthorized
Unauthorized access detection
An access event is flagged as unauthorized when:
- A Dietitian or Intern accesses a client not assigned to them
- A member accesses more than 20 unique client records within 1 hour (rate-based flag)
Unauthorized access flags don't block the action — they create a compliance record for review. Use this log during audits or if you suspect data misuse.
Filter the log by access type (View, Edit, Export) using the dropdown.
Audit trail
A complete history of team management actions:
| Action | What was recorded |
|---|---|
| Invited | New member invited with role |
| Changed Role | Role updated (shows old → new) |
| Suspended | Member access temporarily disabled |
| Unsuspended | Member access restored |
| Removed | Member removed from team |
| Transferred | Client transferred between members |
| Updated Permissions | Custom permission overrides changed |
Each entry shows the actor (who did it), the target (who it was done to), and a timestamp. Role changes and permission updates can be expanded to see the before/after values.
Filter by action type using the dropdown.
Settings tab
Performance targets
Set practice-wide goals that your team should meet. Configure targets for:
| Metric | Description | Suggested default |
|---|---|---|
| Consultations / Week | Minimum completed consultations per week | 10 |
| Plan Completion Rate | Minimum % of plans reaching 'completed' status | 70% |
| Max No-Show Rate | Maximum acceptable no-show + cancellation rate | 20% |
| Note Completion Rate | Minimum % of consultations with clinical notes | 80% |
Once targets are set, member performance cards show a colored dot next to the relevant metric:
- 🟢 On-track — meeting or exceeding the target
- 🟡 At-risk — within 10% below the target
- 🔴 Below-target — more than 10% below the target
If no targets are configured, MealStack uses the practice average as an implicit benchmark for the underperformer flagging logic.
Client handoff
Transfer clients between practitioners with a structured, auditable process. This is useful when:
- A practitioner is leaving the practice
- Workload needs rebalancing
- A client requests a different dietitian
- An intern's client needs to move to a senior practitioner
Open the transfer dialog
From the workload distribution view or a member's detail page, click Transfer.
Select the destination
Choose which team member should receive the client.
Provide a reason
Enter a reason for the transfer (required). Optionally add handoff notes with context the receiving practitioner should know.
Confirm the transfer
MealStack will:
- Reassign the client to the new practitioner
- Update all active meal plans
- Log the transfer on the client's timeline
- Create an audit trail entry
- Notify both practitioners
CSV export
Export team performance data as a CSV file for offline analysis or stakeholder reporting.
CSV export requires the Pro plan or above and the reports.export permission.
The export includes one row per active team member with 13 columns:
| Column | Description |
|---|---|
| Member Name | Full name |
| Role | Diet role |
| Active Clients | Currently assigned active clients |
| Meal Plans Created | Plans created in the period |
| Consultations Completed | Sessions completed in the period |
| Plan Completion Rate | % of plans reaching completed status |
| Workload Score | Relative to practice average (1.0 = average) |
| Revenue | Total invoiced in the period (₹) |
| Utilization Rate | % of capacity used |
| Retention Rate | % of clients remaining active |
| Rebooking Rate | % of sessions with follow-up booked |
| No-Show Rate | % of sessions missed |
| Note Completion Rate | % of sessions with clinical notes |
The filename follows the pattern: team-report-{period}d-{date}.csv
Real-time activity indicators
Each member's performance card shows a colored dot indicating their current status:
| Dot | Status | Meaning |
|---|---|---|
| 🟢 (pulsing) | Active now | Last activity within 15 minutes |
| 🟡 | Away | Last activity between 15 min and 24 hours ago |
| ⚫ | Inactive | No activity in the last 24 hours |
The Team Summary also shows a count of currently active members (e.g., "2 online now").
Tips for practice leaders
- Weekly check-in: Switch to the 7-day period every Monday to review last week's performance
- Monthly review: Use the 30-day view with CSV export for monthly team meetings
- Intern supervision: Check the pending reviews section daily — plans older than 3 days need immediate attention
- Workload balance: If someone is consistently overloaded (red), consider transferring clients to underutilized members
- Note compliance: Clinical notes should be completed within 48 hours of a consultation — use the urgency flags to follow up
- DPDP compliance: Review the data access log monthly to ensure no unauthorized access patterns