Dental KPI Template: The Savage Guide to Tracking What Actually Grows Your Practice

June 18, 2025
Topics: Dental
Written by: Jordon Comstock

How Smart Practice Owners Are Ditching PPOs and Adding $500K+ in Recurring Revenue

Join our exclusive course and discover the proven strategies that practices use to add $10,000+ in monthly recurring revenue with patient membership plans. Dr. Evans took this course and now has over 800 members and $37,000/mo of predictable recurring revenue. Watch this webinar before we take it down in 24 hours.

This course normally sells for $297.

But right now, I’m giving you access for just $47.

That’s cheaper than a hygiene cleaning.

And it could be the most profitable $47 you ever spend.

Get the Course Here → The Six-Figure Membership Plan Course

What You Will Learn:

- How to Build a Membership Plan That Pays You Monthly (Even While You Sleep!)

- Why PPOs Are Stealing Your Revenue—And How to Take Control of Your Profits

- The 3-Step System to Scale Recurring Revenue
(Even If You’ve Never Sold a Membership Plan Before!)

- The #1 Mistake Dentists Make When Dropping PPOs (And How to Avoid It!)

LIVE Case Study: How One Dentist Went from PPO-Dependent to $500K+/Year in Recurring Revenue With a Membership Program!

In dentistry today, PPOs are not your friend, they hurt your cash flow, demolish your profit margins, jeopardize your patient relationships & use A.I. to deny claims!!

If I had an employee or partner that messed up my business like that, I would FIRE them ASAP! 

$47. No fluff. Just results.

You in?

Real Talk: If You’re Not Tracking KPIs, You’re Not Running a Business — You’re Just Wingin’ It

Dental KPI Template Talk!

Let’s be honest.

You didn’t go to dental school to become an Excel wizard. But if your only “data” is what your front desk tells you on a sticky note, then we’ve got a problem.

Because the truth is:

“What gets measured gets improved. What doesn’t get measured burns out your team and drains your bank account.”
– Jordon Comstock, CEO of BoomCloud™

Your numbers are your dashboard, your health check, and your GPS to growth. So stop ignoring them.

Time to grab this dental KPI template and learn how to actually use it.


You Don’t Need More Patients — You Need More From the Ones You’ve Got

Everybody’s out here chasing new patients like it’s the only path to growth.

Wrong.

You can scale smarter by increasing:

✅ Revenue per patient
✅ Treatment acceptance
✅ Retention
✅ Recurring revenue (ahem… membership plans)

But none of that happens if you’re not tracking your damn KPIs.


Story: Dr. Gomez Was Busy. But Broke.

Dr. G was booked solid. Running from op to op. Production looked great. But cash flow? Ugly.

He wasn’t tracking:

❌ Missed opportunities
❌ Treatment acceptance
❌ Churn
❌ Recurring revenue
❌ Profit margins

We helped him set up a KPI dashboard using BoomCloud™. Added in membership tracking. Cleaned up his systems.

6 months later:

  • $11,400 MRR

  • 373 active members

  • 2.8x increase in RPP

  • Treatment acceptance up 49%

  • No more guessing

Now he runs a real business. Not a chaotic clinic held together by duct tape and vibes.


The Ultimate Dental KPI Template

You don’t need 43 spreadsheets and a PhD in accounting. You need the right KPIs tracked consistently.

Here’s what matters:


✅ MRR – Monthly Recurring Revenue

Your membership plan’s monthly cash flow. Predictable. Powerful. Beautiful.

If you’re not tracking this, you’re not maximizing your model.


✅ ARR – Annual Recurring Revenue

MRR × 12 = Your yearly baseline revenue from memberships alone.

Example:

  • 300 members × $39/month = $11,700 MRR

  • $11,700 × 12 = $140,400 ARR

Before a single crown or filling.

BoomCloud™ shows you this in real time. No calculator required.


✅ RPP – Revenue Per Patient

How much your average patient spends each year.

Track this by category:

  • PPO Patient: ~$500

  • FFS Patient: ~$1,000

  • Membership Patient: $1,500–$2,400+

Higher RPP = healthier practice.


✅ Treatment Acceptance Rate

Are patients saying “yes” to the care they need?

Target: 70%+

Use BoomCloud™ data + your PMS to get this dialed in.


✅ Patient Retention Rate

Are your patients sticking around or ghosting you?

Membership patients = higher retention. Duh.

If you don’t know your retention rate, you’re likely burning through patients faster than you can replace them.


✅ Membership Churn Rate

% of members who cancel each month.

Low churn = high loyalty.
Track this monthly and fix leaks fast.

Target: under 5%


✅ Member Count Growth

Track how many patients are joining your plan monthly.

Goal: +10–20 members/month. Or go bigger.

BoomCloud™ breaks this down by source (web, in-office, referral).


✅ Referral Rate

How many of your current patients are referring new ones?

Create a referral program:

“Refer a friend, get a free whitening kit!”

BoomCloud™ can help track that too.


✅ Review Count & Rating

Google reviews = trust = clicks = new patients.

Target:

  • 100+ reviews

  • 4.8+ star rating

  • Mention your membership plan in the replies!


✅ Marketing ROI

If you’re spending $1,000/month on ads, are you getting $3,000 back?

Use UTM links + BoomCloud™ landing pages to track conversion from:

  • Google Ads

  • Facebook / IG

  • Email campaigns

If you don’t know your ROI, you’re playing marketing roulette.


The Membership Magic: Why These KPIs Matter More with Recurring Revenue

Here’s the thing…

Membership plans make your business:

  • More predictable

  • More profitable

  • Less stressful

  • More valuable if you ever sell

And if you’re not tracking your membership-specific KPIs, you’re leaving thousands on the table.

BoomCloud™ gives you:

✅ Live dashboard
✅ Recurring revenue tracking
✅ Growth charts
✅ Churn alerts
✅ Conversion analytics

It’s like QuickBooks and Netflix had a baby — and that baby knows your AR numbers.

Schedule your BoomCloud™ demo now


Why This Isn’t Just About “Data”

This isn’t about being a spreadsheet nerd.

It’s about:

Knowing when to hire
Identifying your leakiest buckets
Doubling down on what works
Stopping what doesn’t
Scaling with confidence

No more blindfolded business decisions.

KPIs = freedom


Final Thoughts: Want More Control? Know Your Numbers.

Most practices are on the revenue rollercoaster.

But the smartest practices? They’re calm, confident, and cash-flow positive every month — because they’re tracking what matters.

Here’s your 3-step plan:

✅ Launch a membership plan with BoomCloud™
✅ Start tracking the KPIs that count
✅ Scale MRR, ARR, RPP like a pro

“Running a practice without KPIs is like adjusting a spine blindfolded. You might get it right. But probably not.”
– Jordon Comstock


Resources for KPI-Obsessed (And KPI-Ready) Dentists


Ready to Own Your Numbers?

✅ Schedule your BoomCloud™ demo
✅ Start tracking real KPIs
✅ Scale with precision and confidence

Let’s make your practice a profit-generating, data-driven, patient-loved machine.

Let’s go.

My Top Podcasts

How Smart Practice Owners Attract, Retain & Create Recurring Revenue

Get the book that’s helping over 65,000  practices ditch insurance, boost cash flow, and create financial freedom with a patient membership program.

Membership Plans For Optometrists

vision-membership-plan-ebook Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & increase sales!

Fire The PPOs!

Say goodbye to PPOs and hello to a thriving, independent dental practice. Don’t miss out – your journey to financial freedom starts here!

Subscribe to Our Podcasts!

Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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