The Dental Studio of Midland

SmileForward

Referral OS

DT

Referral analytics

Referral intelligence

Analytics reads as an executive performance view with cleaner signals, stronger attribution language, and a premium view of revenue, pipeline, and operator output.

New patients

2

Patients whose first record entered through the referral program

Avg referral value

$85

Average credit amount currently being sent through the program

Attributed revenue

$1,400

$175 redeemed referral value

Pipeline value

$1,600

2 pending referrals still in play

Conversion rate

40.0%

2 conversions from 5 total sends

Issued credits

$350

$625 still sitting on patient accounts

Trendline

Six-month referral movement

Sent volume, converted volume, and estimated redeemed value across the rolling six-month window.

ROI on credits

400%

Modeled against current credit issuance

Dec
Jan
Feb
Mar
Apr
May
Sent
Converted

Revenue by month

Dec$0
Jan$0
Feb$0
Mar$1,400
Apr$0
May$0

Practice-level takeaways

What the numbers are saying

Referral mix

2 redeemed / 2 pending / 1 expired

How the current pipeline is distributed right now.

Repeat advocates

0 patients

Patients who have already referred more than once.

High-intent open cards

1 pending cards

These already have 2+ views and are the strongest rescue targets.

Average conversion value

$700

Estimated lifetime value attributed per redeemed referral.

Top performers

Best revenue-generating advocates

Ranked by estimated revenue generated, with current pending opportunities still surfaced next to each referrer.

1

Maria Garcia

1 sent · 1 converted · 0 pending

$800

2

David Johnson

1 sent · 1 converted · 0 pending

$600

3

John Smith

1 sent · 0 converted · 1 pending

$0

4

Sarah Williams

1 sent · 0 converted · 1 pending

$0

5

Robert Brown

1 sent · 0 converted · 0 pending

$0

Operator output

Staff performance

Dr. Thompson

0 this month · 1 converted

$800

Rachel M.

0 this month · 1 converted

$600

Attribution board

Credit efficiency

Redeemed referral value$175
Pending referral value$200
Average revenue / conversion$700
Current ROI400%

For every $1 in referral credit, the current modeled return is about $4.00 in lifetime value.

Analytics operations note

Analytics now reads like a premium operations report

Cleaner attribution language, executive summaries, better hierarchy, and tighter chart treatment keep the referral program easy to review at a glance.

Operations-ready view