Dental analytics & marketing revenue reporting.

Dental practices often review advertising leads, CRM activity, appointments, and collections in separate tools. A lead count does not show whether a visit was completed or whether revenue was collected. PB Dataworks builds reporting that keeps those stages distinct.

• Open Dental: practice records reviewed for the minimum information needed for approved reporting.
• HighLevel (GoHighLevel): available lead, pipeline, and booking activity.
• Google Ads and Meta Ads: spend, campaign identifiers, and platform-reported conversion measures.
• Google business and web sources: separately scoped reporting where access is available.

Available records, permissions, and historical coverage determine what can be connected. Platform experience is not a claim that a particular practice integration is already deployed.

Inquired, booked, arrived, completed, produced, billed, and collected are different events. We define each measure and its reporting date rather than using one event as a substitute for another.

• Lead-to-booking and booking-to-completion rates for an agreed population.
• Production and collections as separate financial measures.
• Campaign spend alongside approved, attributable outcomes.
• Unmatched leads and appointment drop-off, without hiding incomplete records.
• Practice and location comparisons using reviewed identifiers and period rules.

Cost per booked or completed appointment is useful only when the numerator, denominator, attribution window, and unmatched population are clear. We establish those rules before publishing a return-on-ad-spend claim.

Matching a name, email, phone number, or timestamp does not independently establish a patient-to-campaign relationship. Cross-source measurement requires an explicitly approved identity and attribution contract, suitable access, and visible measurement limits.

Practice, marketing, and governed measurement records are scoped separately. Clinical or patient information is not uploaded to advertising platforms by default. We favor the least data needed to answer the business question and aggregate reporting where appropriate.

Any project involving protected health information needs a separate legal and security review, necessary agreements, approved services, retention, and access controls before ingestion. This website is not a compliance certification, and its inquiry form is not for patient records.

We start by mapping the tools your practice uses, the records you can authorize, and the question you need answered. A useful first outcome might be a location-level operations report, a clearly defined appointment funnel, or a campaign measurement plan with its gaps documented.

Share your business systems and reporting needs only. Do not submit patient details, clinical records, account credentials, or source exports through the public contact form.