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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Team & operations

OCTOBER 2026

Team & operations

OCTOBER 2026

Measure responsiveness, follow-up discipline, finance progression and data quality.

Reporting period

Measure responsiveness, follow-up discipline, finance progression and data quality.

Reporting period

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Calls answered

↓ 2 points

86%

413 of 482 calls

was 88% in the previous 4 weeks

Missed calls

↑ 3 points

41

9% of calls

was 6% of calls in the previous 4 weeks

First response time

No change

2 min

median, from enquiry to first reply

was 2 min in the previous 4 weeks

Replied within the hour

↑ 1 point

80%

of new enquiries · 64% within 5 min

was 79% in the previous 4 weeks

Finance approvals

Awaiting data source

—

24% of revenue is paid through finance

Lead record completeness

Treatment value

80%

Call performance

Every call to the practice

Calls482

Answered413 (86%)

Missed41 (9%)

Went to voicemail16

Hung up before reaching anyone23

Every line busy5

Lead response by owner

All time

No owner recorded9 of 115 had no reply after 3 days · median 2 min

Arlo Bibiall 1111 answered · median 29 min

Esmeall 947 answered · median 24 min

Priyaall 604 answered · median 27 min

Finley Eastonall 514 answered · median 3.1 hr

Alexander Mercerall 406 answered · median 20 min

EDWARD Eastonall 370 answered · median 10.8 hr

Elsie Murphyall 344 answered · median 1.3 hr

Willow Rigbyall 155 answered · median 37 min

Ivy Desaiall 83 answered · median 9 min

Charlotte Singhall 37 answered · median 12 min

Martha Eastonall 19 answered · median 2 min

Sophie Priorall 10 answered · median 18 min

Samuel Yatesall 10 answered · median 2.0 hr

Ava Osborneall 9 answered · median 1 min

Nancyall 3 answered · median 23 min

Alexander Ingramall 2 answered · median 13.1 hr

Followed up within 48 hours

3 contacts in 48 hours, or a reply

Invisalign60 of 96 · 36 lapsed

Dental Implants13 of 27 · 14 lapsed

General Dentistry23 of 32 · 9 lapsed

Composite Bonding8 of 12 · 4 lapsed

Orthodontics5 of 8 · 3 lapsed

Teeth Whitening5 of 6 · 1 lapsed

Hygienist2 of 3 · 1 lapsed

Facial Aesthetics1 of 1 · 0 lapsed

SmileFast1 of 1 · 0 lapsed

Lapsed leads68 · open the list

Lead record completeness

what reception fills in

Lead source100%

Owner assigned93%

Treatment value80%

Phone number94%

Email95%

Finance pipelineSample

Awaiting data source

Started—

Approved—

Accepted—

Value approved—

Finance uptake—