Sample data Concept demo — revenue, crew and reviews below are illustrative, not real figures. Back to the storefront

Good morning

Thu, Aug 13

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Today

Collected MTD

$96,400

312 appointments

Repeat clients

73%

of bookings this month

Appointments this week

118

22 still open

No-show rate

7%

of booked slots

Needs your attention

  • 6 patients overdue for hygiene recall

    No response to the last 2 recall texts, all past their 6-month cleaning window.

    $780
  • Dr. Osei out Thursday afternoon

    3 booked patients need to move to Dr. Marsh or reschedule to next week.

  • 5 patients due for a whitening touch-up

    Completed whitening 9+ months ago, offer the touch-up kit at their next cleaning.

    $425

Today's book

  • 8:30a
    New Patient Exam + X-raysDr. Marsh
    $175 in progress
  • 10:00a
    Invisalign Check-inDr. Osei
    $65 scheduled
  • 11:30a
    Composite Filling (2 surfaces)Dr. Marsh
    $340 scheduled
  • 1:15p
    Emergency — Cracked MolarDr. Osei
    en route
  • 3:00p
    Recall Cleaning + Perio CheckPriya Chandra, RDH
    $145 scheduled

Appointments

Book · today

TimeServiceStylistPriceStatus
8:30aNew Patient Exam + X-raysDr. Marsh $175in progress
10:00aInvisalign Check-inDr. Osei $65scheduled
11:30aComposite Filling (2 surfaces)Dr. Marsh $340scheduled
1:15pEmergency — Cracked MolarDr. Osei —en route
3:00pRecall Cleaning + Perio CheckPriya Chandra, RDH $145scheduled

This week

118Appointments 22 open
73%Repeat clients
$285Avg ticket
7%No-show rate

Pipeline

Leads this week

14

Gone quiet

6

$780 at risk

Close rate

68%

Avg ticket

$285

Follow-ups that need a nudge

  • 6 patients overdue for hygiene recall

    No response to the last 2 recall texts, all past their 6-month cleaning window.

    $780
  • 5 patients due for a whitening touch-up

    Completed whitening 9+ months ago, offer the touch-up kit at their next cleaning.

    $425

Clients

Repeat clients

73%

of bookings this month

No-show rate

7%

Avg ticket

$285

Gift card liability

$2,150

outstanding balance

Book health

Repeat clients are the backbone of a booking-driven business — every point of retention compounds. Keep no-shows low with confirmation texts and the rebooking prompt at checkout.

Staff

Staff

  • Dr. Elena Marsh, DDSLead Dentist
    6 bookings today
  • Dr. Ray Osei, DDSAssociate Dentist
    5 bookings today
  • Priya Chandra, RDHDental Hygienist
    8 bookings today

Coverage

  • Dr. Osei out Thursday afternoon

    3 booked patients need to move to Dr. Marsh or reschedule to next week.

Menu

Service menu

ServicePrice
Comprehensive Exam + X-rays $175
Routine Cleaning (adult) $130
Composite Filling (1 surface) $210
Root Canal (molar) $1,150
Professional Whitening (in-office) $450
Invisalign (full treatment) $4,800
Single Implant + Crown $3,800
Porcelain Veneer (per tooth) $1,200

Standard menu pricing; add-ons quoted at booking.

Money

Collected MTD

$96,400

312 appointments · $1,180 fees

Gross margin

$61,200

63% · After lab fees, supplies & staff — 3 chairs running at 84% utilization this month

Repeat clients

73%

Gift card liability

$2,150

outstanding balance

This month

Collected$96,400
Processing fees−$1,180
Gross margin (63%)$61,200
Gift card liability$2,150

Voice agent

Calls (30 days)

96

82% reached a person

Jobs booked

41

43% of conversations

Booked value

$11,250

work on the schedule from calls

Agent spend

$24.60

457× return on call cost

Call log

  • Aug 122:05p
    ↓ inbound booking Wesley Cho · (512) 555-0198 Booked a new-patient exam for next Tuesday morning, mentioned Delta Dental insurance.
    booked2m 18s · $0.22
  • Aug 1211:40a
    ↓ inbound inquiry Walk-in caller · (512) 555-0173 Asked about Invisalign pricing and whether financing is available. Explained the free scan + consult.
    resolved1m 55s · $0.19
  • Aug 114:10p
    ↑ recall reminder Grace Tanaka · (512) 555-0161 Reminder that she's overdue for her 6-month cleaning. Rebooked for Friday.
    booked1m 20s · $0.14
  • Aug 119:05a
    ↑ emergency triage Ben Ostrowski · (512) 555-0184 Called about a broken filling. Confirmed same-day slot at 1:15p and sent pre-visit instructions.
    booked1m 48s · $0.17

Messages & AI

Messages sent

168

all channels

Texts

121

confirmations, reminders

Emails

47

invoices, receipts, review requests

Automated

149

nobody typed these

Your daily brief

Morning brief

07:30 daily
Good morning. 22 appointments today across 3 chairs, $6,180 booked. First patient is a new-patient exam at 8:30a with Dr. Marsh.
Appointments todayChair utilizationAnything unassignedRecalls due this week

End of day

19:00 daily
20 of 22 completed, 2 rescheduled by the patient. Collected $5,940 today. 3 patients rebooked at checkout.
Completed against scheduledCollected today and by what methodRebookings at checkoutTomorrow's first appointment

Weekly money

Monday 08:00
Week so far: collected $22,140, 118 appointments, 73% recall return rate. Insurance AR sitting at $18,400 with 9 claims overdue.
Collected and appointment countRecall return rateInsurance AR agingMembership renewals due

Exception alerts

  • 9 insurance claims overdue

    $18,400 in outstanding AR, oldest claim is 41 days out. Follow up with the payer before it ages further.

  • 6 patients overdue for hygiene recall

    No response to the last 2 recall texts, all past their 6-month cleaning window.

Invoices

Outstanding AR

$18,400

Overdue

$18,400

Payables

$930

New invoice

Draft & print
Subtotal
$0
Tax
$0
Total due
$0

Demo generator — the invoice prints, but nothing is saved or emailed.

Invoices sent

#CustomerServiceDueAmountStatus
INV-8801Talia B. Invisalign (full treatment)Jul 3 $4,800overdue
INV-8807Owen F. Single Implant + CrownJul 20 $3,800overdue
INV-8812Renee K. Porcelain Veneer (per tooth) x3Jul 25 $3,600overdue
INV-8819Dana R. Root Canal (molar) + Single Implant claimAug 1 $6,200overdue
INV-8825Priya S. Comprehensive Exam + X-raysAug 12 $175paid

Bills received

#VendorItemDueAmountStatus
SUP-9010Austin Dental Supply Co. Composite resin & bonding kits restockAug 17 $620unpaid
SUP-9015MedSteril Sterilization Supply Sterilization pouches & autoclave serviceAug 16 $310unpaid

Demo — simulated actions.

Supplies

Supplies spend

$5,600

$6,500 budget · $900 left

Cost per job

$10.95

clinical consumables per appointment

Monthly run rate

$4,767

at current usage

Needs reorder

3

1 out of stock · 2 at reorder point

Stock on hand

ItemUnit costOn handUsed / moCost / moStatus
Nitrile exam gloves (box)Austin Dental Supply Co. $9 /box 40 min 15 200 $1,800 in stock
Surgical masks (box)Austin Dental Supply Co. $14 /box 20 min 8 80 $1,120 in stock
Composite resin (universal shade, syringe)Austin Dental Supply Co. $62 /syringe 5 min 3 10 $620 in stock
Bonding agent kitAustin Dental Supply Co. $145 /kit 1 min 1 2 $290 low
Lidocaine anesthetic cartridges (box of 50)Hill Country Dental Supply $68 /box 2 min 2 4 $272 low
Sterilization pouches (box)MedSteril Sterilization Supply $24 /box 6 min 3 8 $192 in stock
Prophy paste (tub, 200-count)Hill Country Dental Supply $32 /tub 0 min 2 4 $128 out
Carbide burs (assorted, pack of 25)Hill Country Dental Supply $55 /pack 4 min 2 3 $165 in stock
Surface disinfectant wipes (canister)MedSteril Sterilization Supply $18 /canister 8 min 3 10 $180 in stock

Reorder flags fire when on-hand drops to the reorder point. Demo — no purchase order is sent.

Spend by category · August, month to date

  • Restorative materials (composite, bonding)$1,400
  • PPE (gloves, masks, gowns)$1,200
  • Infection control (sterilization, disinfectant)$900
  • Anesthetics & injectables$700
  • Prophy & hygiene supplies$700
  • Burs & rotary instruments$700

Materials run about 6% of collected revenue — the biggest lever under labor on gross margin.

Recent purchases

DateVendorItemAmount
Aug 12Austin Dental Supply Co. Gloves x50 boxes, masks x20 boxes$730
Aug 9Austin Dental Supply Co. Composite resin syringes x6, bonding kit x1$517
Aug 6Hill Country Dental Supply Lidocaine cartridge boxes x4, prophy paste x4 tubs$400
Aug 2MedSteril Sterilization Supply Sterilization pouches x8, disinfectant wipes x10$372
Jul 29Hill Country Dental Supply Carbide bur packs x3$165
Total$2,184

Reviews

3 reviews to respond to

Replying within 24h keeps the profile active and ranking well.

Recent reviews

"First dentist visit in years where I wasn't dreading the bill. They walked me through the cost before touching anything."

Marcus T. · Cosmetic bonding patient

"Got scanned for Invisalign on a Tuesday, trays showed up the next week. No surprise fees at any step."

Dana R. · Invisalign patient

"Cracked a molar on a Friday night, they got me in Saturday morning. That's the first time a dentist has actually meant "same-day.""

Priya S. · Emergency patient