Track production, profit, EBITDA and clinician performance in one place
Clever Performance brings your Dentally and Xero numbers together, giving owners and managers one clear view of what is driving performance across the practice and individual clinicians.
One view of how your practice is performing.
Clever Performance is dental practice analytics software that gives owners and managers one view of financial and operational performance across the business.
Bring together practice-wide results and individual clinician performance, then drill into the figures behind them without piecing together PMS reports, accounting figures and spreadsheets.
Important numbers are spread across too many places.
Running a dental practice means constantly trying to connect what is happening clinically with what is happening financially.
Production and profit live separately
Clinical production sits in your PMS while costs, profit and financial performance sit in your accounting system.
Headline numbers lack context
Knowing your production or net profit is useful. Understanding what is driving the number is much more valuable.
Clinician performance is difficult to compare
Revenue alone does not show how effectively each clinician is using their available time.
EBITDA can be hard to unpack
A single EBITDA figure does not show which adjustments and underlying costs sit behind it.
Trends are spotted too late
One month in isolation tells you very little about whether performance is improving, declining or simply fluctuating.
Empty capacity can stay hidden
A practice can feel busy while valuable clinical hours are still sitting unused.
See the whole practice, then drill into what matters.
Practice Performance
Gross Production
See total billed production from Dentally for the period you are reviewing.
Net Profit
See income, gross profit, total costs, net profit and net margin using your Xero figures.
EBITDA
See the figure alongside the interest, tax, depreciation and amortisation add-backs behind it.
Revenue Breakdown
Understand how production is generated across patients, clinicians and treatment categories.
JAS Insights
Get a plain-English explanation of what is driving your Net Profit figures.
Missed Revenue Opportunity
See the estimated production being lost through unused chair time, then use Clever Growth to act on it.
Coming soon: Practice valuation will sit alongside Gross Production, Net Profit and EBITDA as an additional headline performance metric.
Clinician Performance
Clinician Revenue
See how much each clinician contributes to overall practice production.
Utilisation
Measure production against the clinical time available to each practitioner.
Patients and Appointments
Compare new and returning patients alongside appointment activity.
Chair Time
See available hours, used hours and empty clinical time for each clinician.
Clinicians can be ranked and filtered by role and reporting period, giving owners and managers a consistent way to compare performance.
From disconnected numbers to a clearer picture.
Clever Performance brings the financial and operational sides of your practice together, so you can spend less time assembling reports and more time understanding what they mean.
Connect Dentally and Xero
Bring clinical production and financial information together in Clever Performance.
See practice and clinician performance
View the headline numbers, then drill into clinicians, patients, treatments, costs and available chair time.
Track what is changing
Follow performance over time so trends, gaps and unusual movements are easier to identify.
Make better decisions from clearer numbers.
One view of performance
Stop comparing separate PMS reports, accounting figures and spreadsheets to understand how the practice is doing.
Faster management reviews
Get to the important numbers without rebuilding reports before every monthly or management meeting.
Spot issues earlier
Track production, profit, chair capacity, appointments and DNAs over time so changes are easier to identify before they become established trends.
Compare clinicians consistently
Review clinicians using the same measures across revenue, utilisation, patients, appointments and capacity.
What changes when your numbers tell one story.
One clearer view of the numbers behind your practice.
Clever Performance FAQs.
Clever Performance gives dental practice owners and managers a clearer view of practice and clinician performance, including production, profitability, EBITDA, patient activity and chair utilisation.
Clever Performance draws on Dentally, Xero and your configured Treatment Categories.
Yes. The Net Profit view shows income, gross profit, total costs, net profit and net margin.
Yes. Clever Performance shows EBITDA and lets you review the interest, tax, depreciation and amortisation add-backs behind the figure.
JAS Insights provides a plain-English explanation of what is driving the figures within the Net Profit view.
Yes. The Clinician Performance view includes revenue, utilisation, patients, appointments, available hours and empty time.
Yes. Clever Performance shows available and used clinical time, helping you identify where capacity is being left unused.
Yes. Key practice metrics can be followed across six-month trends.
Clever Performance helps you see and understand what is happening across the practice. Clever Growth helps your team act on missed revenue, such as outstanding treatment and unused chair time.
Turn insight into action.
Clever Growth
Find lapsed patients, recover outstanding treatment and use Smart Chair Fill to make better use of available clinical time.
Explore Clever GrowthClever Pay
Automate monthly associate pay using Dentally and Xero, with individual pay rules, NHS and UDA support, deductions and associate pay statements.
Explore Clever PayJust Ask Samera
Ask JAS about your practice finances, associate pay, clinician performance and growth opportunities, and get a plain-English answer using your Clever Practice data and connected Dentally and Xero information.
Explore JASWorks with the tools your practice already runs.
Dentally
LiveAutomatic ingestion of chair time, gross fees, UDA data, and treatment codes. Secure API connection with daily data sync. No exports required.
Xero
LiveAutomatic journal posting of approved associate pay figures. Management accounts updated in real time without manual entry. Every line item traceable to source.
Custom PMS & Accounting Software
ConfigurableClever Practice can be customised to integrate with any practice management or accounting software. Tell us what you use and we will build the connection.
Don't see your system? Let's talk.
We are building new integrations every quarter. Tell us what you use and we will prioritise accordingly.