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Bespoke business dashboards · Hosted in the UK

The answers are hiding in plain sight.

Your systems already know how your business is doing. PlainSight makes them say it: one live dashboard your whole team understands at a glance. No exports, no spreadsheets, no waiting for the monthly report.

Book a free demo See how it works
  • Hosted in London
  • Your own secure login
  • Refreshes automatically
  • Support included
Practice group · today
Sample data09:41
Revenue today £6,420 +8% vs last Tuesday
Month-end forecast vs target 96% £96.4k / £100k
Staff on the rota today 14/16 2 shifts still open
Warm leads to call 7 3 rebooked this week
Revenue this month: actual and forecastActualForecastTarget
£100k£50k£0k Today
Call list: warm leadslive
  • Lapsed patient · 9 months£640to call
  • Missed check-up · not rebooked£55to call
  • Whitening enquiry · 2 days ago£295called
  • Cancelled · Location B£140rebooked
  • Lapsed patient · 7 months£410to call
Rota cover this week
100%
94%
Today
100%
81%
Staff and HR
  • Contracts to renew this month2
  • Right-to-work checks due1
  • Onboarding tasks open3
  • Training expiring in 30 days4
Updated a moment agoyourcompany.plainsight-bi.co.uk

Why it matters

Reports tell you what happened. A live dashboard lets you act today.

Most businesses already have the data. It just arrives too late, sits in separate systems, or only reaches one manager.

Weekly report.pdfExported Monday 09:02 · emailed to 3 managers
Fig. 1 Revenue last week (copied from 3 systems)
Figures as of Friday 17:00 · not checked · page 1 of 14
Live dashboardTuesday 09:41
Revenue today£6,420
Chair utilisation87%
Gaps in the diary today4
Month-end forecast96%

Updated a moment ago

Monday morning exports

Someone downloads CSV files from three systems and pastes them into a spreadsheet. Every week.

Numbers that don't agree

Your booking system says one thing, your accounts say another, and nobody is sure which is right.

Reports that arrive too late

By the time the monthly report is ready, the moment to act on it has passed.

What "live" means

From your system to your screen in a minute

  1. 09:04
    Payment receivedLocation A · Crown · £640

    A patient pays at reception

    It is recorded in your practice software, as it always is. Nothing changes for your team.

  2. 09:04
    Revenue today£5,780 £6,420

    Your dashboard already has it

    We read the new data automatically. No export, no copy and paste, no waiting for Monday.

  3. 09:05
    Month-end forecast£95.8k £96.4k

    Your forecast moves with it

    The month-end forecast takes the new payment and the bookings still in the diary into account. You know today whether the month will make target.

How it works

From first call to live dashboard

  1. Intro call

    Thirty minutes to learn how your business runs and which numbers matter to you.

  2. We connect your systems

    With read-only access. We never change anything in your systems.

  3. We build your dashboard

    On your own secure web address, such as yourcompany.plainsight-bi.co.uk.

  4. You check, we refine

    We go through it together and adjust. After that it refreshes on its own.

Who it's for

For everyone who would rather act on numbers than chase them

Do you spend hours every week pulling figures together, or only find out at the end of the month how things went? Then PlainSight is for you. A few examples:

Live

Dental practices and groups

Connected to Dentally: revenue per practitioner, chair utilisation, treatment plan acceptance and no-shows, per practice or across the group.

On request

Clinics and pharmacies

Bookings, rebooking rates, revenue per treatment and performance per location, across one or more brands.

On request

Sales, service and finance teams

Calls answered, leads, campaign results, cash flow and margins. Your call centre, marketing and accounting figures in one view.

Works with your systems

Connect the software you already use

We read your data through each system's official API, with read-only access. Dentally is live today. For the others we first check your account's access, then build the connection for you.

Dental and clinic software

  • Dentally Live
  • Pabau
  • Cliniko
  • Zenoti
  • Other dental software

Pharmacy systems

  • Pharmacy systems, after an access check

Call centre and telephony

  • Aircall
  • 3CX
  • RingCentral

Marketing and sales

  • Google Analytics 4
  • HubSpot
  • Mailchimp
  • Meta Ads

Accounting

  • Xero
  • QuickBooks
  • Exact Online
  • Moneybird

Webshops and spreadsheets

  • Shopify
  • WooCommerce
  • Google Sheets
  • Excel
PlainSight

Product names are trademarks of their owners; PlainSight is not affiliated with them. Missing yours? Just ask.

What it covers

More than a revenue chart

Every dashboard is built around how your business runs. These are the building blocks we combine for you.

Our speciality

Forecasting

Know today where the month, quarter and year will land. Our forecasts combine your current pace with what is already booked, are tested against what actually happened, and show their margin of error.

Revenue and finance

Revenue per location, department and person, against target. Costs and margins from your accounting system right next to it.

Call lists and follow-up

Warm leads and lapsed customers, ready to call: who missed an appointment, who has not been back, who asked for a quote. With the outcome of every call.

Planning and rota

Staff planned against what the diary needs, per day and location. Gaps show up before they cost you a day's revenue.

HR and staff

Headcount per location, contracts to renew, checks that are due and onboarding tasks. Sensitive staff data only after a data protection impact assessment.

Approvals and invoices

Uploads, four-eyes approvals and payments prepared in your accounting system. PlainSight never holds money.

Forecasting, revenue and call lists already run for our first client. Planning, HR and approvals are built for you as a separate phase.

What you get

One place for the numbers that run your business

Built around your KPIs

Not a generic template. We start from the questions you ask every week.

Per location, team or person

Compare sites, departments or staff side by side, and spot what needs attention.

Always up to date

Data refreshes automatically. No more exports and copy-paste.

Private and UK hosted

Your dashboard runs on its own server in London, with secure login and off-site backups.

No technical knowledge needed

We set it up and keep it running. You open a web page.

Support included

Technical support is part of the monthly fee. Questions or changes? Just ask.

Pricing

A fair price, set after we've listened

We don't sell standard packages. Every business has different systems, locations and questions, so you get one clear proposal that fits yours.

  1. Free intro call

    Thirty minutes about your business and the questions you want answered. No obligation.

  2. Access check

    We confirm which of your systems can be connected, before you commit to anything.

  3. Fixed price on paper

    A written proposal with a fixed price per phase. You decide phase by phase.

What shapes the price

  • The number of locations or teams
  • The systems we connect
  • The modules you choose, such as forecasting or HR
  • Workflows and extra security requirements

Always included

  • Hosting on your own server, with daily encrypted backups
  • Monitoring and security updates
  • Technical support and small changes
  • A check of every figure against your source system before go-live

No surprises. A one-off setup fee per phase and a fixed monthly fee. Anything that is not included, such as third-party licences, is named in the proposal.

Book your intro call

Questions

Is my data safe?

Your dashboard runs on its own server in London. We use read-only access to your systems, every user has their own login, and backups are stored off-site.

Do I need any technical knowledge?

No. We set everything up and keep it running. You only need a web browser.

My software isn't listed. Can you still help?

Probably. See the systems we work with, or tell us what you use. We check whether the data can be accessed before you commit to anything.

How long does it take?

It depends on your systems and how many locations you have. You get a realistic timeline after the intro call.

Can the dashboard change later?

Yes. When your questions change, the dashboard changes with them. Just let us know.

How is this different from the reports in my software?

Built-in reports are something you go and look up, one system at a time. Your dashboard brings the numbers from all your systems together, shows them the way you think about your business, and keeps them in front of the people who can act on them.

Free demo

Ready to see your numbers in plain sight?

Leave your details and we'll get back to you within one working day to plan a 30-minute demo.

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