DASHBOARD
Executive overview
Marketing & leads
Treatment conversion
Revenue & activity trends
Diary & capacity
Clinician performance
Patient experience
Monthly KPI grid
Financial
Team & operations
Connected data sources
Checking
Connected to: Dentally and Boxly
DP
Dentopia Practice
Management
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Executive overview
OCTOBER 2026
DP
Executive overview
OCTOBER 2026
Your practice at a glance: what's working, and what needs your attention.
Reporting period
October 2026
September 2026
August 2026
July 2026
June 2026
May 2026
April 2026
March 2026
February 2026
January 2026
December 2025
November 2025
October 2025 (part month)
Custom range…
Your practice at a glance: what's working, and what needs your attention.
Reporting period
October 2026
September 2026
August 2026
July 2026
June 2026
May 2026
April 2026
March 2026
February 2026
January 2026
December 2025
November 2025
October 2025 (part month)
Custom range…
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Revenue
↓ 11%
£192k
55% of £350k target
vs 1–20 September 2026
£206k
Payment allocations
↑ 36%
£275k
EBITDA
Awaiting Xero reconciliation
—
Xero has £35k of the £192k taken
Treatment starts
↓ 1 point
36%
August 2026 cohort · 46% by count · 285 of 616 plans
was 37% for July's plans at the same age
New patient exams
Next 4 weeks
49
Diary utilisation
Month to date
79%
130h open
Revenue versus prior month
October 2026
September 2026
400k
300k
200k
100k
0
1
3
5
7
9
11
13
15
17
19
21
23
25
27
29
31
Allocation by treatment
£275k
Invisalign
£192k (70%)
General Dentistry
£38k (14%)
Composite Bonding
£13k (5%)
Hygienist
£12k (4%)
Dental Implants
£10.0k (4%)
Teeth Whitening
£4.2k (2%)
Orthodontics
£3.7k (1%)
Facial Aesthetics
£1.6k (1%)
SmileFast
£800 (<1%)
Attention
2 facts
Utilisation
Utilisation is 79% on days worked, leaving 130 hours unbooked.
Attendance
4% of expected appointments were not attended: 65 patients.
Sold under which offer
No offer
£1.6m · 366 days · £4.3k/day
2026 New Year Dentopia offers
£565k · 289 days · £2.0k/day
SUMMER SMILES
£534k · 133 days · £4.0k/day
ONE Year of Dentopia Offers
£302k · 189 days · £1.6k/day
Dr Evans Invisalign & Bonding Open Day Offer
£11k · 28 days · £396/day
October Only offer
£990 · 11 days · £90/day
New Patient Exams by week
Next week
29
Week+2
13
Week+3
6
Week+4
1
Appts awaiting lab work
50
next 7 days
104
next 14 days
47
booked further out than a fortnight
Missed calls
Below average
2
yesterday
2
last 7 days
23
7 day average over last 3 months
Leadership actions
Sample
Convert insight into an accountable next step
Fill implant consult gaps
Use the 18 unbooked high-value consult slots in the next 14 days.
TC
Treatment coordinator · due Friday
Review CCO follow-up
42 open plans have no completed follow-up in the last seven days.
CC
CCO · due Thursday
Chase outstanding invoices
Collection is below target with balances still open from last month.
PM
Practice manager · due Monday
New Leads
All new leads, every channel
Today
0
Last 7 days
53
Last 14 days
112
Last 28 days
260
Next week
£32k
booked, 24 Oct to 30 Oct
41%
of £79k target
65h
clinical time still open