Creating Dashboards out of Simple Practice Exports

With some of the SP internal reports lacking, we've found success with our own external solution. 

I've been helping practices connect Simple Practice with QuickBooks, Google Analytics, and CRM systems to create unified dashboards. The insights have been eye-opening:

Recent example: One practice found their Google Ads brought lots of inquiries, but Psychology Today referrals had 40% better retention. They shifted their marketing budget and saw immediate improvements in client quality.

Other patterns practices are discovering:

• Which referral sources bring long-term vs. short-term clients
• Seasonal no-show trends that help optimize scheduling
• Revenue patterns that account for both sessions and payment timing
• Marketing ROI across different channels

The goal isn't pretty charts—it's actionable insights that help you build a more sustainable practice.

Anyone else digging into their practice data? What patterns have surprised you?

Curious about dashboard solutions? Happy to chat about data insights, whether we work together or not.

Ben Bavonese
https://datafluent-consulting.com/