Revenue Module
Feb 28, 2026 · Capture → Convert → Scale
🦷
Demo Dental Clinic
Dental
General Dentistry & Implant Specialists · Sample Data
Capture — Foundation
14
New Patient Inquiries
↑ Today
$156K
Treatment Plans in Pipeline
↑ +12% MTD
72%
Treatment Acceptance Rate
$118,200
Paid MTD
↑ On track
Revenue Loop
Revenue Loop Active
Website
98%
Inquiry
4 min
WhatsApp
82%
Booking
72%
Invoice
88%
Reactivation
CAPTURE → CONVERT → SCALE
TIER 1 · ACTIVE
Capture
Capture every inquiry and automate first response
Website-to-WhatsApp inquiry capture
Auto-response in <60 seconds
Lead pipeline with status tracking
Appointment booking automation
Site performance score
TIER 2 · CONVERT
Convert
CRM pipeline, multi-touch follow-ups, and no-show recovery
CRM Kanban pipeline board
WhatsApp + email follow-up sequences
No-show recovery automation
Reactivation campaigns
Conversion rate analytics
TIER 3 · SCALE
Scale
Multi-location revenue analytics and enterprise integrations
Multi-location dashboards
8-week revenue trend charts
Stripe + Calendar + CRM integrations
Workforce ops layer
Revenue Health Score
8-Week Revenue Trend
This Month
$118,200
8-Week Inquiry Volume
This Week
67