Treatment value, not call count
Rank channels by the treatment they produced, so a channel with fewer, larger cases wins properly.
For Dentists
Match your practice-management export to your call and ad data, and see which channels produced treatment that was actually paid for.
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$207,000 68% of $304,400 paid
The blind spot
You know how many calls the ads produced. You do not know how many became a $4,000 implant case and how many were a cleaning that never rebooked — so the ad spend decision is made on call volume, which is the one number that does not pay the lease.
What you get
Rank channels by the treatment they produced, so a channel with fewer, larger cases wins properly.
A consult in March that accepts in June still matches the ad that produced the call.
Encrypted, isolated to your practice, deletable in one click. We are a processor, and there is a DPA.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 38 | $124,800 | 41% | |
| Meta Ads | 31 | $54,800 | 18% | |
| Email marketing | 14 | $27,400 | 9% | |
| Direct / Unknown | 46 | $97,400 | 32% |
Two campaigns produce forty calls each. One fills hygiene appointments; the other produces three implant consults, two of which accept. On call volume they look identical. On revenue they are not remotely comparable, and the practice that cannot tell them apart usually keeps funding the wrong one.
Dentistry makes this worse than most industries because the spread between a cleaning and a full-arch case is enormous. Averaging across them hides exactly the cases that pay for the marketing.
CloseRev ranks channels by the treatment value that was actually produced, taken from your own practice-management export. Not booked value, not estimated value — what was invoiced.
A consult in March that accepts a plan in June is the case a click-attribution tool loses. The cookie is gone, the session is long over, and the ad platform has closed the books on that month.
Because matching is on the patient's phone number or email rather than on a browser session, the June revenue is still credited to the March ad. It also means you can answer the question retroactively: the quarter that already closed can be analysed on your first afternoon, without having had anything installed at the time.
You are uploading patient contact details and treatment revenue, so this is a fair question and it deserves a direct answer. Data is encrypted in transit and at rest, isolated to your practice's workspace, and deletable — records and the original file — in one click. We act as a data processor and provide a DPA.
We are not a US HIPAA-covered entity and do not offer a BAA, so treat the export you upload accordingly: a phone number, an email, an amount and a date are enough to match on. Clinical notes and diagnoses are not needed and should not be included.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
It usually is. Any column layout works and any column order — you confirm the mapping once and it is the same next month. Extra columns are ignored rather than treated as an error.
Probably, and for a dental practice that is genuine: word of mouth, a family member of an existing patient, someone who drove past the sign. That bucket is shown rather than redistributed across your paid channels, because inflating Google Ads with walk-ins would make the number useless for deciding anything.
Then you already have one of the two files. CloseRev takes the export your call tracker produces and joins it to what the patient actually paid — which is the part call tracking cannot see, because it ends at the call.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most dental practices running Google and Meta ads land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mês
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
A list of completed, paid treatment: a patient phone number or email, the amount, and the date. Most systems have a production or collections report that already does this. Nothing clinical is needed.
No. If you already use them, their export is useful as the second file. If you do not, your ad platforms' lead exports work as well.
Yes — include a location column and the report breaks down by it, so you can see that Meta works in one suburb and not the other.
As far as your exports go. Because nothing had to be installed at the time, you can analyse months that closed before you had ever heard of us — which is usually the fastest way to decide whether the tool is telling you anything you did not know.
We are a Canadian company and do not offer a BAA, so we should not be treated as a HIPAA business associate. The match only needs a phone number or email, an amount and a date — do not include clinical information in the export.
The number of treatment or sales rows analysed in a calendar month. Your call and lead rows do not count, however many there are.
Yes. Invite them to your workspace, or they can run it from their own Agency account with a workspace for your practice.
A household landline on two records is matched conservatively: a phone number matching more than one person becomes a review item rather than counting automatically, so a family's cases are never silently credited to the wrong ad.
No. A phone number or email, an amount and a date are enough. Names help you recognise a row when reviewing, but the match does not depend on them.
Nearby
Match your billing export to your call and ad data, and see which channels produced procedures that were paid for rather than enquiries that were not.
See how it worksMatch your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksMatch your invoiced jobs to the calls and ads that produced them, and find out which channel is actually paying for the trucks.
See how it worksStart today
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