| Data sources | Aggregate business metrics entered by your team or imported from supported spreadsheets and PMS exports. Direct PMS integration is not required. | Manual entry, exported reports, formulas, and any connectors your team sets up. The workflow is yours to maintain. |
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| Setup time | Create your workspace, choose your metrics, and prepare your aggregate data. Setup time depends on data readiness; no fixed completion time is promised. | A blank sheet is quick to open. Building, checking, and maintaining a reliable reporting workbook depends on its complexity and your team’s skills. |
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| Pricing model | $99/month for the single-clinic Launch Plan after a 14-day trial; $0 setup fee. | May already be included in your existing software. Total cost also includes reporting time, maintenance, and any paid licenses or connectors. |
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| Per-seat fees | No per-seat fees. Unlimited staff included. | Depends on the spreadsheet product and license. Some tools are free; business suites may charge per user. |
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| Marketing ROI | Track marketing spend, lead sources, conversions, and results using the aggregate data you supply. | Possible with source data and formulas your team builds, checks, and updates. |
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| Patient funnels | Custom funnels for stages such as leads, scheduled visits, arrivals, consultations, and starts. | Possible with custom tables, formulas, and charts. Your team defines the stages and keeps the calculations consistent. |
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| HIPAA handling | HIPAA-aware, aggregate business data only. Do not enter or import PHI or patient-identifying information. | Depends on the data, service, agreements, and sharing configuration. For this aggregate-reporting workflow, keep patient-identifying information out of the workbook. |
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