Analytics for Cliniko practices

Know your revenue at £29.
Know your profit at £49.

Patient lifetime value. At-risk alerts. Practitioner profitability. One calm dashboard for your Cliniko practice.

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14-day free trial · Cancel anytime

app.clinikoinsights.com/dashboard
Dashboard
View RevenueView Profit PRO
Revenue
£12.4k
↑ 8%
Active patients
247
↑ 12 new
Avg lifetime value
£847
→ Stable
Retention rate
76%
↑ 6% above avg
Standard · £29/mo

Numbers with meaning

Every metric includes context: what it means, why it matters, and what to do next.

Catch patients before they leave

See exactly which patients haven't rebooked, ranked by how much they've spent with you.

Practices that reach out within the 60 to 180 day window see a 67% return rate.*

* Based on healthcare practice retention studies

Needs attention

LTV

Sarah Mitchell
£2,34054 days
James Cooper
£1,89038 days
Lisa Chen
£1,65029 days

These 3 patients represent £5,880 in revenue at risk. A quick follow-up call could bring them back.

Top patients

LTV

Emma Williams
£4,280
David Thompson
£3,650
Rachel Green
£2,940

Your top 10 patients represent 34% of revenue. Low concentration means you're not overly dependent on any single patient.

Know what each patient is worth

Patient lifetime value shows you who matters most. We'll tell you if your revenue is too concentrated, and what to do about it.

Also included

Revenue tracking
Monthly trends and forecasts
Retention rate
Benchmarked against industry
No-show tracking
Compared to 5-7% average
Cancellation insights
Rates, timing, and reasons
Active patients
Engaged in last 90 days
New vs returning
Acquisition balance
First visit drop-off
Onboarding effectiveness
Unlimited users
Whole team access
Pro · £49/mo

See profit, not just revenue

Connect Xero to understand your true margins and make smarter decisions.

Know who's driving profit

See profit per practitioner after costs. Understand who's contributing to your margin and who might need support.

Most practices aim for 30% margin. We'll show you exactly where you stand.

Practitioner

Profit

Margin

Sarah Mitchell
£1,26030%
James Kennedy
£1,14030%
Emma Roberts
£59020%

Emma's margin is below your team average. Consider reviewing her appointment types or room costs.

X

Xero

Connected

Revenue this monthFrom Xero
£12,450
Costs this monthFrom Xero
£8,200
Profit this month
£4,250

Your margin is 34%, above the 30% target. You're in a healthy position.

Revenue from Xero, not Cliniko

Don't create invoices in Cliniko? No problem. Pro pulls revenue directly from your Xero account, so you get accurate numbers regardless of your invoicing workflow.

Also included with Pro

Profit margin analysis
Track margins over time
Cost per appointment
True cost of each visit
Practitioner comparison
Side by side performance
Priority support
Fast responses when you need help

Simple, transparent pricing

Start with a 14-day free trial. Upgrade or cancel anytime.

Standard
£29/month

Understand your patients and reduce churn. See lifetime value, identify at-risk patients, and track practice health.

Patient lifetime value
At-risk patient alerts
Revenue and retention insights
Practice health metrics
Unlimited team members

Requires invoices created in Cliniko

Most popular
Pro
£49/month

Everything in Standard, plus true profitability. Connect Xero to see margins and make smarter decisions.

Everything in Standard
Practitioner profitability
Profit margin analysis
Revenue from Xero
Priority support

Works with Cliniko or Xero invoices

Frequently asked questions

What if I don't create invoices in Cliniko?

If you use Xero or another system for invoicing, the Standard plan won't show accurate revenue data. You'll still get patient insights and retention alerts, but for revenue and lifetime value, you'll need Pro with Xero connected.

How do I know if I need Pro?

After connecting Cliniko, we'll check your invoice coverage. If you invoice through Cliniko, Standard is perfect. If you use Xero, we'll recommend Pro for accurate revenue data.

What's included in the free trial?

Full access to your chosen plan for 14 days. You'll need to add a card to start, but you won't be charged until the trial ends.

Can I switch plans later?

Yes. Upgrade from Standard to Pro anytime, we'll prorate the difference. Downgrade at the end of any billing period.

Is my data secure?

We only read your data, never modify it. Everything is encrypted in transit and at rest. Fully GDPR compliant.

How often does data sync?

Automatically every 6 hours. You can trigger a manual sync anytime from the dashboard.

Ready to understand your practice?

Start your 14-day free trial today.

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