Today's Revenue
₹18,400
▲ 12% vs avg Tue
Collected Today
₹15,200
₹3,200 pending
Patients Seen
9
▲ 2 vs avg
No-shows
2
▼ vs avg 1.5
MTD vs Target
68%
on pace
Revenue Trend & Forecast
Last 90 days actual + next 30 days forecast (95% confidence band)
Top Insights This Week
3 priority items
HIGH
Mrs. Anjali Sharma (top 8% LTV) is overdue for recall
Last visit 181 days ago · ₹42k lifetime · 81% churn risk
→ Send Hindi recall WhatsApp today
MED
Saturday 11am slot only 38% utilized
12 of last 16 Saturdays had this hour empty
→ Promote Sat 11am for cleaning packages
LOW
Whitening revenue is up 34% MoM
7 sessions in May vs 5 in April · ₹56k vs ₹40k
→ Add Instagram before/after content
Treatment Mix
Last 30 days by revenue
Top 10 Patients by LTV
Lifetime spend
| Patient | LTV | Last visit | Status |
|---|---|---|---|
| Lakshmi Iyer | ₹58,500 | 12 May | VIP |
| Anjali Sharma | ₹42,000 | 20 Nov '25 | At risk |
| Karthik Nair | ₹38,400 | 10 Apr | Regular |
| Amit Joshi | ₹32,200 | 13 May | VIP |
| Divya Singh | ₹28,900 | 15 May | Regular |
Today's Appointments
Tap any row to open the patient profile
| Time | Patient | Doctor | Type | Risk | Action |
|---|---|---|---|---|---|
| 10:00 | Karthik Nair | Dr. Mehta | Cleaning | Low | |
| 11:00 | Anjali Sharma | Dr. Mehta | Consultation | High | |
| 12:00 | Lakshmi Iyer | Dr. Mehta | Root canal · session 3 | Low | |
| 14:00 | Amit Joshi | Dr. Mehta | Follow-up | Med | |
| 16:00 | Pooja Reddy | Dr. Bose | Consultation | Low |
Recall Queue · 7 patients
Sorted by LTV — highest value first
| Patient | Last visit | LTV |
|---|---|---|
| Anjali Sharma | 181d ago | ₹42k |
| Rohit Mehta | 192d ago | ₹18k |
| Sneha Verma | 205d ago | ₹14k |
Outstanding Dues · ₹8,400
| Patient | Days | Amount |
|---|---|---|
| Lakshmi Iyer | 8 | ₹1,500 |
| Mr. Verma | 14 | ₹3,200 |
| Aarav P. (parent) | 21 | ₹3,700 |
AS
Anjali Sharma At-risk VIP · top 8% LTV
Age 41 · +91 98765 43210 · Hindi · Last visit: 20 Nov 2025 (181 days)
Timeline
Notes
AI Insights
Treatments
Visit Timeline
| Date | Treatment | Doctor | Amount | Status |
|---|---|---|---|---|
| 20 Nov 2025 | Scaling & polishing | Dr. Mehta | ₹2,500 | Paid |
| 14 May 2025 | Composite filling (×2) | Dr. Mehta | ₹6,000 | Paid |
| 10 Nov 2024 | Root canal · 3 sessions | Dr. Mehta | ₹14,500 | Paid |
| 05 May 2024 | Scaling & polishing | Dr. Mehta | ₹2,200 | Paid |
HIGH
Mrs. Anjali Sharma (top 8% LTV) is overdue for recall
Last visit 181 days ago · ₹42k lifetime · 81% churn risk
→ Send Hindi recall WhatsApp today
MED
Saturday 11am slot only 38% utilized over last 4 months
12 of last 16 Saturdays had this hour empty · ₹0 from this slot
→ Promote Sat 11am for cleaning packages or pediatric checkups
MED
Composite filling revenue down 22% MoM
May: ₹18k from 6 fillings · April: ₹23k from 8 fillings
→ Check if a competitor opened nearby; ask patients during consultation
New patients this month
14
▲ 4 vs last month
Recall conversion
42%
▲ 8pp
Active referrers
9
flat
Avg LTV (new patient)
₹14,200
▲ 12%
Acquisition by Source · last 90 days
Patients to Ask for Google Review
Recently happy, high LTV, no review yet
| Patient | Last visit | LTV | |
|---|---|---|---|
| Lakshmi Iyer | 12 May | ₹58k | |
| Karthik Nair | 10 Apr | ₹38k | |
| Sneha Verma | 15 May | ₹29k |
1. Patients CSV
One row per patient (master record)
📤 Drop file here or click to browse
.csv up to 50MB
.csv up to 50MB
Required columns: full_name, phone
2. Appointments CSV
One row per appointment
📤 Drop file here
.csv up to 50MB
.csv up to 50MB
Column Mapping Preview · Patients
We detected your headers — map them to PraxisPulse fields
| Your column | → | PraxisPulse field | Sample value |
|---|---|---|---|
| "Patient Name" | → | full_name ✓ | Anjali Sharma |
| "Mobile No" | → | phone ✓ | +919876543210 |
| "Email ID" | → | email ✓ | anjali.s@example.com |
| "Reg Date" | → | first_visit_date ✓ | 2024-05-05 |
Clinic Profile
Smile Dental Clinic · Indore · 2 chairs · 2 doctors · Solo plan ₹1,499/mo
Team
| Name | Role | |
|---|---|---|
| Dr. Mehta | mehta@smile.in | Owner |
| Priya Sharma | priya@smile.in | Front Desk |
| Dr. Bose | bose@smile.in | Doctor |