CDI turns the data inside your booking software into a live dashboard and a monthly written report — telling you exactly what’s working, what isn’t, and what to do about it.
Dr Henshaw has a full diary but generates £50/hr against a clinic average of £94/hr. The gap is treatment mix, not attendance. Shifting 30% of her slots recovers an estimated £3,200/month.
Modelled demo — fictional clinic data · open live demo →
The practitioner revenue-per-hour chart is usually the one that makes clinic owners stop and look twice.
The problem
Cliniko, Phorest, and Pabau show you totals. Revenue this month. Appointments this week. They don’t show you why those numbers look the way they do — or what’s quietly pulling them down.
Not by total revenue — by revenue per hour. A fully booked practitioner generating £50/hr costs you more than an empty slot. Most clinic owners have no idea this gap exists, let alone how large it is.
A diary that looks full often isn’t uniformly profitable. Certain slots consistently underperform not because they’re empty — because they’re filled with the wrong treatments. We find them and quantify the cost.
Treatments that were in your top five six months ago and have quietly disappeared. Packages sold but never completed. These are revenue gaps with a number attached — we calculate it and tell you what to do.
What CDI delivers
A custom Looker Studio dashboard that pulls from your actual clinic data — booking software, CSV export, or API. Always current. No manual updating on your end.
Not a chart dump. A written paragraph that says: “Dr Henshaw is fully booked but generates £50/hr against your clinic average of £94/hr. Here’s why and here’s what to change.” No other tool does this.
We work entirely with operational data — booking records, treatment codes, revenue figures. No patient names, no contact details, no records of any kind ever reach us.
The process
You export one file. We do everything else. Your dashboard is live within two working days.
Export a CSV from Cliniko, Phorest, or Pabau — or connect via API. Five minutes on your end. We handle everything from there.
A custom dashboard built on your actual data and connected to it. Daily, weekly, and monthly views. Ready within 48 hours of receiving your data.
Every month, a written report. Not charts — sentences. Specific findings, specific numbers, specific actions. Delivered to your inbox.
One priority per month. One clear action. No dashboards to interpret, no jargon to decode. Just the finding and the fix.
Export a CSV from Cliniko, Phorest, or Pabau. Five minutes on your end.
Custom, connected to your data, ready in 48 hours.
A written report every month. Specific findings, specific actions.
One priority. One action. Every month.
What we analyse
Every metric below exists in your booking software right now. The data is there. CDI is the layer that reads it, connects it, and tells you what it means.
Not total revenue. Per hour worked. The only number that tells you if your team is actually profitable or just busy.
Which days and hours are chronically underperforming in revenue, not just in bookings. The difference matters.
Treatments that were in your top five six months ago and have quietly dropped off. Each one has a monthly revenue figure attached.
What percentage of your sold treatment packages are actually being completed. Abandoned packages are pre-paid revenue sitting idle.
Some practitioners retain 80% of first-time clients. Some retain 40%. That gap compounds over 12 months into a significant revenue difference.
Month-over-month and week-over-week trends so you can see whether performance is genuinely improving or just seasonal noise.
See it in action
We built a working example for a fictional clinic called Apex Aesthetics. It has all six intelligence widgets, daily/weekly/monthly views, individual practitioner profiles, and a written intelligence memo. Click through it before you decide anything.
All figures are modelled projections — fictional clinic, no real patient data.
How we work with you
All pricing is on request and depends on your clinic size and data setup. Get in touch and we’ll give you a clear number within one business day.
Setup only
One-time setup. You get a live dashboard connected to your data — with no monthly commitment.
Monthly retainer
Live dashboard plus a written intelligence memo every month. This is the full CDI service.
Multi-site
For clinic groups and DSOs running multiple locations. Cross-site comparison and consolidated reporting.
Dashboard intelligence for NHS and private practices.
Multi-site reporting and cross-location benchmarking.
CQC licensing is coming for aesthetic clinics. We audit your data readiness before inspection.
What are local clinics charging for the same treatments? We research and report. No client data needed.
Common questions
Any software that lets you export a CSV or connect via API. That includes Cliniko, Phorest, Pabau, Semble, Dentally, Carebit, and most other practice management systems. If you can export a spreadsheet from your software, we can work with it. We’ll confirm compatibility before we start.
No. We never see patient names, contact details, or medical information of any kind. We work with operational data only — booking records, treatment codes, revenue figures, appointment timing. This data does not constitute personal data under UK GDPR, so there is no compliance risk to you.
Your booking software shows you totals and tables. It does not tell you which practitioner is generating the most revenue per hour, which treatments have gone cold and what that costs monthly, or which packages are being abandoned. And crucially, it doesn’t write you a sentence telling you what to do. That interpretation layer — the written intelligence memo — is what no software provides. That’s the CDI product.
Your dashboard is built and live within 48 hours of receiving your data export. The data export itself takes five to ten minutes on your end — we’ll walk you through exactly how to do it for your specific software. Your first intelligence memo arrives at the end of your first complete month.
Yes. We’re currently offering a free pilot dashboard for one clinic in exchange for an honest testimonial if the service is useful. We build your dashboard using your actual data, you run it for a month, and you decide whether it’s worth continuing. Get in touch and we’ll talk through whether this is the right fit.
Pricing depends on the size of your clinic and the complexity of your data setup. We give you a clear, fixed figure before we start — no hidden costs, no variable billing. Get in touch and we’ll come back to you with a specific number within one business day.
We’ll show you the live dashboard, walk you through the intelligence memo, and answer any questions. No pitch. No commitment required.
Based
United Kingdom & India
Response time
Within one business day
Prefer to see the dashboard first? Open the live demo → and explore it before getting in touch.