Your weekly sales review, the money left on the table in consultations, and the actions that bring cash in. Built from our own KPI reviews and consult tracker.
Green means on track for where you should be by today; red means behind. The ring is the average of cash, invoices and plans. Each practice keeps its own numbers: open one to fill in its day and set its targets.
| Date | Cash | Card | Finance ✓ | Finance ✗ | Refunds | Taken | Plans | New pts | Consults in diary | Seen | Ahead | Reviews |
|---|
No days logged for this month yet. Fill in today's numbers on the left and press Save day.
Each day is saved to this tool's own database, so the totals are kept for finance and reporting later. Click a row to edit that day.
| Lever | Extra treatments / month | Extra £ / month | Extra £ / year |
|---|
Estimates only. Conversion and value differ by treatment: in our tracker, bonding converted far better than Invisalign or implants.
Every action here comes from real practice reviews. Tick them off as your team does them. Ticks are saved in this browser.