Financial health score
25 out of 100
+4 since your last import
You rank #2 of 16
practices in your network
2 of 8 benchmarks met
across your expense categories
$83,400 is sitting in your expenses.
6 categories run over benchmark, worth $100,800 if you close them all. Netted against the 2 categories running under benchmark, your total expense gap is $83,400.
The one thing to do next
Start with Labs.
Labs is 9.2% of revenue against a 5.0% benchmark, which is $50,400 recoverable. It is your largest single opportunity.
Recoverable
$50,400
Gap to benchmark
4.2%
Annual spend
$110,400
Where the money is
Every category, ordered by the dollars you can recover.
Labs
Over benchmarkActual$110,400Percent of revenue9.20%Benchmark5.00%Gap+4.20%Recoverable$50,400Dental Supplies
Over benchmarkActual$91,200Percent of revenue7.60%Benchmark6.00%Gap+1.60%Recoverable$19,200Office Expense
Over benchmarkActual$37,800Percent of revenue3.15%Benchmark2.00%Gap+1.15%Recoverable$13,800Service Charges
Over benchmarkActual$23,400Percent of revenue1.95%Benchmark1.00%Gap+0.95%Recoverable$11,400Professional Fees
Over benchmarkActual$16,800Percent of revenue1.40%Benchmark1.00%Gap+0.40%Recoverable$4,800Marketing and Promotion
Over benchmarkActual$37,200Percent of revenue3.10%Benchmark3.00%Gap+0.10%Recoverable$1,200Facility Expense
On targetActual$70,800Percent of revenue5.90%Benchmark6.00%Gap-0.10%RecoverableNoneEmployee Expense
On targetActual$343,200Percent of revenue28.60%Benchmark36.00%Gap-7.40%RecoverableNone
Cash flow through the year
Monthly revenue, expenses and net income for the full year.
Financial snapshot
Revenue
$1,200,000
January to December 2025
Expenses
$730,800
January to December 2025
Net income
$469,200
January to December 2025
Net margin
39.1%
-0.9% against the 40.0% industry standard
Latest imports
- Completed
dental-practice-pl-2025-quickbooks.xlsx
Import 001 - Sep 16 2026 - 588 records - January to December 2025
- Failed
dental-practice-pl-demo-2025-tidy_1.csv
Import 002 - Sep 16 2026 - 0 records - January to December 2025
This file doesn't have monthly columns. We need at least one column per month (for example "Jan 2025") to import. Re-export from QuickBooks with Reports, then Profit and Loss, then Customize, then Display columns by: Month, and upload the new file.
Fix and retry