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๐Ÿ“Š Team Oversight Dashboard

Know Exactly How Your Team Is Performing

Monitor practitioner performance, workload distribution, revenue, and compliance โ€” all from one dashboard. Built for nutrition clinic owners who need visibility without micromanaging.

Managing a Team of Dietitians Is Hard

Without the right tools, clinic owners are flying blind.

No visibility

You don't know who's overloaded, who's underperforming, or who hasn't completed their notes.

Unbalanced workload

Some practitioners have 40 clients while others have 8. You only find out when someone burns out.

Compliance risk

Under DPDP Act 2023, you need to track who accessed what client data. Spreadsheets won't cut it.

Intern supervision gaps

Intern-created meal plans go unreviewed for days. Clients receive plans that haven't been quality-checked.

โœจ One Dashboard, Complete Visibility

Everything You Need to Lead Your Team

Performance cards, workload charts, revenue tracking, compliance logs, and intern supervision โ€” organized into four focused tabs.

mealstack.io/dashboard/team

Members

3

2 active now

Clients

65

+12%

Plans

53

+8%

Consultations

41

+15%

Team Members

DSK

Dr. Sneha K.

Lead Dietitian

Clients

32

Plans

28

Completion89%
PN

Priya Nair

Dietitian

Clients

25

Plans

19

Completion76%
RV

Rahul V.

Intern

Clients

8

Plans

6

Completion67%

Workload Distribution

Dr. Sneha K.
1.2x
Priya Nair
0.9x
Rahul V.
0.4x

Six Pillars of Team Intelligence

Everything a practice leader needs to make informed decisions about their team.

Performance Metrics

Per-practitioner cards with clients, plans, consultations, completion rate, revenue, and 7-day sparkline trends.

  • Sort by any metric
  • Underperformer flagging at 50% below average
  • Period comparison (7d / 30d / 90d)

Workload Distribution

Visualize client allocation with automatic overload and underutilization detection.

  • Color-coded bar chart (green/red/amber)
  • Workload score relative to average
  • One-click client transfer workflow

Revenue Tracking

Revenue per practitioner with invoiced, collected, and outstanding breakdown.

  • Practice average reference line
  • Period-over-period change %
  • โ‚น0 handling for new members

DPDP Compliance

Track who accessed which client data. Detect unauthorized access automatically.

  • Data access log with timestamps
  • Unauthorized access flagging
  • 90-day retention for audits

Intern Supervision

Review queue for intern-created meal plans. Approve or request revision with comments.

  • Urgency badges for plans > 3 days old
  • Approve/reject with optional comment
  • Intern notification on revision

Performance Targets

Set practice-wide goals and track each member against defined benchmarks.

  • Consultations/week, completion rate, no-show rate
  • On-track / at-risk / below-target indicators
  • Practice-level or per-role targets

12 Metrics. Zero Guesswork.

Every metric a practice leader needs โ€” calculated automatically from your existing data.

Utilization Rate

Consultation capacity used

> 70% = healthy

Retention Rate

Clients remaining active

Target: 75%+

Rebooking Rate

Sessions with follow-up booked

Target: 60%+

No-Show Rate

Missed appointments

Target: < 20%

Note Completion

Consultations with clinical notes

Target: 80%+

Plan Completion

Plans reaching completed status

Target: 70%+

Revenue / Member

Invoiced revenue per practitioner

vs. practice avg

Workload Score

Client load relative to average

0.5x โ€“ 1.5x = normal

Consultations / Week

Completed sessions per week

Configurable target

Active Now

Members active in last 15 min

Real-time

Burnout Risk

Utilization exceeding 90%

Auto-flagged

Compliance Flags

Unauthorized data access events

Zero tolerance

๐Ÿ›ก๏ธ DPDP Act 2023 Compliance

Built for Indian Data Protection

India's Digital Personal Data Protection Act requires organizations to track who accesses personal data and why. MealStack's compliance module handles this automatically โ€” no spreadsheets, no manual logging.

Data Access Logging

Every client data view, edit, and export is recorded with member identity, timestamp, and access type.

Unauthorized Access Detection

Automatically flags when a dietitian or intern accesses a client not assigned to them.

90-Day Audit Retention

Compliance data is retained for a minimum of 90 days โ€” ready for regulatory audits at any time.

Rate-Based Flagging

Detects unusual patterns โ€” accessing 20+ unique client records in a single hour triggers a compliance flag.

Available on: Clinic Plan
โ‚น6,999/mo

Everything in Pro + full team oversight and compliance.

  • Team Oversight Dashboard
  • Per-practitioner performance metrics
  • Workload distribution & burnout alerts
  • Revenue per practitioner tracking
  • DPDP Act compliance & audit trail
  • Intern supervision & plan review
  • Performance targets & goals
  • Client handoff workflow
  • CSV team reports export
  • 15 team members included
  • Dedicated account manager

Frequently Asked Questions

Who can access the Team Oversight Dashboard?+
Only Owners and Lead Dietitians (anyone with the reports.view permission). Dietitians, interns, and receptionists cannot see the Team navigation item or access the dashboard.
Which plans include Team Oversight?+
The full Team Oversight Dashboard is available on the Clinic plan (โ‚น6,999/mo). The Pro plan includes basic team management (5 members, roles, audit logs) but not the oversight dashboard, compliance tracking, or performance targets.
How are metrics calculated?+
All metrics are computed from your existing data โ€” consultations, meal plans, invoices, and client records. There's nothing extra to set up. Metrics update every 5 minutes via background caching.
What is the Workload Score?+
Workload Score = member's client count รท (total clients รท number of members). A score of 1.0 means exactly average. Above 1.5 = overloaded, below 0.5 = underutilized. This helps you rebalance client assignments.
How does DPDP compliance tracking work?+
MealStack automatically logs every client data access event (view, edit, export) with the member's identity and timestamp. It flags unauthorized access โ€” when a dietitian or intern views a client not assigned to them. Data is retained for 90 days minimum.
Can I export team performance data?+
Yes. The CSV export includes 13 columns per member: name, role, clients, plans, consultations, completion rate, workload score, revenue, utilization, retention, rebooking, no-show, and note completion rates. Available on Clinic plan.

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