Unified Business Intelligence
MC
Manish Chitnis
Group Owner
All practices
Overview
Command Centre
Patient Growth
Patient Growth
Pipeline
Nurture
Channels
Reporting
Reactivation
Opportunities
Segment Builder
Campaign Composer
Results
Clinical
Treatment Planning
Case Inbox
Submit Case
Visualisation
Consistency
Patient Records
Patients
Work
Clinician Jobs
Staff Training
Training Matrix
Course Library
Admin
Approvals
Settings
  1. DentTrack Clinical AI
  2. Patient Acquisition
  3. Pipeline

Acquisition pipeline

Every enquiry, every channel, never dropped.

640 active leads
Open leads
356
+4.2%in pipeline
Consults booked
129
+8%awaiting visit
Pipeline value
£1.37m
flatopen + consults
Conversion
8.6%
+2.4%enquiry to won

Pipeline board

25Day 1£90k
Karima BensaidOpt-in
My Smile - Invisalign
£3,900FW1d
Theo WoodOpt-in
My Smile - Invisalign
£3,383EE0d
Samuel ClarkeOpt-in
My Smile - Invisalign
£3,750GN0d
Alfie TaylorOpt-in
My Smile - Invisalign
£3,950AH3d
Daniel AdlingtonNo call
My Smile - Invisalign
£3,597SW3d
William BensaidOpt-in
My Smile - Invisalign
£3,461GB1d
Alfie WhitmoreOpt-in
My Smile - Invisalign
£4,130AH2d
Daisy WoodNo call
My Smile - Invisalign
£3,825AH1d
Lily CoxOpt-in
My Smile - Invisalign
£3,420GB1d
Ella CoxOpt-in
My Smile - Invisalign
£3,029AM1d
Grace PryorNo call
My Smile - Invisalign
£3,233AH0d
Daniel DaviesOpt-in
My Smile - Invisalign
£2,845GB3d
Mia TurnerOpt-in
My Smile - Invisalign
£4,087EE3d
Sophia NaylorOpt-in
My Smile - Invisalign
£3,789MK0d
Amelia WilsonOpt-in
My Smile - Invisalign
£3,660EE4d
Dylan BrownOpt-in
My Smile - Invisalign
£3,138GN1d
Sienna HallOpt-in
My Smile - Invisalign
£3,908NS3d
Lily WilliamsOpt-in
My Smile - Invisalign
£3,747GB0d
Callum PryorOpt-in
My Smile - Invisalign
£3,397AH4d
Isla CoxOpt-in
My Smile - Invisalign
£3,758NS0d
Freddie KhanOpt-in
My Smile - Invisalign
£3,504SW2d
Hannah TurnerOpt-in
My Smile - Invisalign
£2,926SC3d
William WardNo call
My Smile - Invisalign
£4,166PT0d
Charlie WilsonOpt-in
My Smile - Invisalign
£3,998AH3d
Ruby WoodOpt-in
My Smile - Invisalign
£3,311EE0d
10Day 2£35k
Bethan FosterOpt-in
My Smile - Invisalign
£3,580NS0d
Priya JonesNo call
My Smile - Invisalign
£3,876SW0d
Priya CoxOpt-in
My Smile - Invisalign
£3,579PT1d
Lily MorrisOpt-in
My Smile - Invisalign
£3,833AH3d
Maya GreenNo call
My Smile - Invisalign
£3,930NS0d
Rosa ThomasNo call
My Smile - Invisalign
£2,972RC0d
Isla JacksonOpt-in
My Smile - Invisalign
£4,034AM2d
Amelia HillOpt-in
My Smile - Invisalign
£3,366PT3d
George EdwardsNo call
My Smile - Invisalign
£3,008FW3d
Nathan WoodOpt-in
My Smile - Invisalign
£3,049AM3d
18Day 3£62k
Lily KhanOpt-in
My Smile - Invisalign
£2,916SC4d
Jack HollisOpt-in
My Smile - Invisalign
£4,171PT3d
Gareth HollisOpt-in
My Smile - Invisalign
£4,005GB0d
Thomas GreenNo call
My Smile - Invisalign
£2,995AM0d
Reuben HollowayOpt-in
My Smile - Invisalign
£3,210AH1d
William CollinsOpt-in
My Smile - Invisalign
£2,960GN3d
Nathan HollowayOpt-in
My Smile - Invisalign
£4,040FW1d
Isla HughesOpt-in
My Smile - Invisalign
£3,307GB1d
Daniel BennettOpt-in
My Smile - Invisalign
£3,353AH0d
Charlie MurphyNo call
My Smile - Invisalign
£2,950MK2d
Daniel CollinsOpt-in
My Smile - Invisalign
£4,179AH4d
George AdlingtonOpt-in
My Smile - Invisalign
£3,621RC4d
Gareth WoodOpt-in
My Smile - Invisalign
£3,398AH3d
Maya ClarkeOpt-in
My Smile - Invisalign
£3,207SW0d
Ruby BrownOpt-in
My Smile - Invisalign
£4,016AH0d
Daisy BrownOpt-in
My Smile - Invisalign
£3,647GN1d
Grace MehtaOpt-in
My Smile - Invisalign
£2,990AM0d
Daniel BensaidOpt-in
My Smile - Invisalign
£3,089AM1d
5Day 4£18k
Saoirse FosterOpt-in
My Smile - Invisalign
£3,213MK0d
Dylan SharmaOpt-in
My Smile - Invisalign
£3,781RC4d
Florence WilsonOpt-in
My Smile - Invisalign
£3,309AM2d
Harry HollisOpt-in
My Smile - Invisalign
£4,159AH1d
Phoebe GrayOpt-in
My Smile - Invisalign
£3,490PT1d
30Consult Booked£104k
Sandra BellOpt-in
Referral
£3,800SW7d
Leo WrightOpt-in
My Smile - Invisalign
£3,374AH2d
Rory GreenNo call
My Smile - Invisalign
£3,152GB2d
Megan WoodNo call
My Smile - Invisalign
£3,779AM4d
Olivia WalkerOpt-in
My Smile - Invisalign
£2,881AH0d
Harry GreenNo call
My Smile - Invisalign
£3,620AH1d
Priya HillOpt-in
My Smile - Invisalign
£2,883MK3d
Bethan WoodOpt-in
My Smile - Invisalign
£2,894AH2d
Aaron TurnerNo call
My Smile - Invisalign
£3,315SW4d
Reuben NaylorOpt-in
My Smile - Invisalign
£4,090PT4d
Olivia EdwardsOpt-in
My Smile - Invisalign
£3,213SW3d
Isla ClarkeOpt-in
My Smile - Invisalign
£3,931SC2d
Florence TurnerOpt-in
My Smile - Invisalign
£3,978AM2d
Olivia HallOpt-in
My Smile - Invisalign
£4,045FW1d
Stanley WardOpt-in
My Smile - Invisalign
£4,057PT2d
Florence WilsonOpt-in
My Smile - Invisalign
£3,475RC1d
Grace MehtaOpt-in
My Smile - Invisalign
£2,835AM2d
Gareth JacksonOpt-in
My Smile - Invisalign
£3,688PT0d
Saoirse KhanOpt-in
My Smile - Invisalign
£3,772MK3d
Rosa DaviesOpt-in
My Smile - Invisalign
£3,724GB0d
Phoebe DaviesOpt-in
My Smile - Invisalign
£2,907AM2d
Jack BennettOpt-in
My Smile - Invisalign
£3,995GN4d
Edward GrayOpt-in
My Smile - Invisalign
£3,282NS3d
William PryorOpt-in
My Smile - Invisalign
£3,910GN1d
Isla HughesNo call
My Smile - Invisalign
£2,854RC2d
Thomas GreenOpt-in
My Smile - Invisalign
£3,257FW0d
Henry EvansOpt-in
My Smile - Invisalign
£3,236MK0d
Daniel WrightOpt-in
My Smile - Invisalign
£3,119RC1d
Rory AdlingtonOpt-in
My Smile - Invisalign
£4,059RC0d
Alfie TaylorOpt-in
My Smile - Invisalign
£2,835MK0d
10Won£36k
Megan WilsonOpt-in
My Smile - Invisalign
£2,936PT2d
Ava HarrisOpt-in
My Smile - Invisalign
£4,062AM2d
Maya KhanOpt-in
My Smile - Invisalign
£3,112PT2d
Maya FosterOpt-in
My Smile - Invisalign
£4,091GN4d
Ethan WardOpt-in
My Smile - Invisalign
£2,890GN4d
Charlotte AdlingtonOpt-in
My Smile - Invisalign
£3,462FW4d
Adam BennettOpt-in
My Smile - Invisalign
£4,196AM4d
William JonesOpt-in
My Smile - Invisalign
£2,880FW4d
Phoebe GrayOpt-in
My Smile - Invisalign
£4,110PT3d
Amelia HughesNo call
My Smile - Invisalign
£4,082FW1d
24Lost£86k
George BensaidOpt-in
My Smile - Invisalign
£4,081EE0d
Florence PryorOpt-in
My Smile - Invisalign
£3,932AH1d
Sophia JonesNo call
My Smile - Invisalign
£3,956PT1d
Nathan BennettNo call
My Smile - Invisalign
£3,676GB2d
Florence BrownOpt-in
My Smile - Invisalign
£3,818RC4d
Rory FosterOpt-in
My Smile - Invisalign
£2,932MK3d
Ethan TurnerOpt-in
My Smile - Invisalign
£3,976FW3d
Callum EvansOpt-in
My Smile - Invisalign
£2,892GN3d
Freya EvansNo call
My Smile - Invisalign
£3,592SW4d
Joshua NaylorOpt-in
My Smile - Invisalign
£2,820EE4d
Alfie FosterOpt-in
My Smile - Invisalign
£4,130AH4d
Mia BaileyOpt-in
My Smile - Invisalign
£3,519SC3d
Edward WoodOpt-in
My Smile - Invisalign
£3,106NS2d
Rosa PatelOpt-in
My Smile - Invisalign
£3,385RC2d
Callum HollowayOpt-in
My Smile - Invisalign
£3,873SW3d
Ava SharmaNo call
My Smile - Invisalign
£3,275EE4d
William HarrisOpt-in
My Smile - Invisalign
£2,981GN1d
Thomas WrightOpt-in
My Smile - Invisalign
£4,084RC4d
Rosa DaviesOpt-in
My Smile - Invisalign
£4,047SW2d
Imogen BensaidNo call
My Smile - Invisalign
£3,547FW3d
Callum CollinsOpt-in
My Smile - Invisalign
£3,141AM1d
Phoebe HollowayOpt-in
My Smile - Invisalign
£3,895EE0d
Gareth KhanOpt-in
My Smile - Invisalign
£3,684EE2d
Freddie FosterOpt-in
My Smile - Invisalign
£3,409RC0d
Drag a card between stages. Dropping into Consult Booked creates an appointment in the CHAIR diary.

Stage distribution - Invisalign

      
Day 125
Day 210
Day 318
Day 45
Consult Booked30
Won10
Lost24

Today's priority follow-ups

      

Pipeline by campaign

      
CampaignLeadsValue
Invisalign122£309k
Implants204£934k
Whitening38£14k
New Patient276£112k
Total640£1.37m