---
title: "Dentally Financials"
description: "See the real revenue your leads bring in, straight from Dentally"
url: https://help.boxly.ai/en/articles/10182826-dentally-financials
collection: "PMS Integrations"
updated: 2026-11-03
language: en
---

# Dentally Financials

See the real revenue your leads bring in, straight from Dentally

Dentally Financials shows you how much your leads have actually been invoiced and paid in Dentally, right inside your Boxly reports.

Dentally Financials is not an estimate. It shows: "Here's what this lead has really been invoiced and paid since they came into Boxly."

> **Warning:** **Dentally Financials is a paid upgrade for practices using Dentally.** To add it to your account, email [support@boxly.ai](mailto:support@boxly.ai) or speak to your Customer Success Specialist.

**🎥 Watch how Dentally Financials works:**

## **Why Dentally Financials Is Useful**

Until now, Boxly reports have shown an estimated value for each lead, based on the treatment they're interested in. For example, an Invisalign lead might be given an estimated value of £4,500. Estimates are helpful, but they don't show what a patient actually spent.

✅ Dentally Financials solves this. Switch your reports to show the real amounts from Dentally instead of estimates.

This helps practices:

-   See which marketing campaigns bring in the most revenue
    
-   Find out which channels and lead sources lead to paying patients
    
-   Understand how much each team member's leads are worth
    
-   Make better decisions about where to spend on marketing
    

> **Info:** Dentally Financials only counts invoices created after the person became a lead in Boxly. Anything they were invoiced before that isn't included.

## **Before You Start**

To use Dentally Financials, you'll need:

✅ Dentally connected to Boxly – see [Dentally & Boxly Integration](https://help.boxly.ai/en/articles/10182685-dentally-and-boxly-integration.md)

✅ Dentally Financials added to your account. It's a paid upgrade, so our team turns it on for you.

> **Warning:** Dentally Financials **isn't** **included** **in your standard plan**. To add it, email our support team at [support@boxly.ai](mailto:support@boxly.ai) or speak to your Customer Success Specialist.

## **How to Show Dentally Financials in Your Reports**

How you switch it on depends on the report.

### **Reports with a Value dropdown**

Leads by Milestones, Team Sales, the Ad Spends Report and the Google campaign report have a Value dropdown.

✅ Go to Reports and open the report you want to check, for example Leads by Milestones

✅ Click Value at the top right of the report

✅ Choose the value you want to see

![](https://staticfiles.gleap.io/ghelparticle/Z5I7egqdmLnl9xOtZPPI6ZmEYYkbb5tZ8OwZOFKOZ0xDcpKWXMbVAWWHIgRKlclpoZdczgk2kdI.gif)

In Leads by Milestones you can choose from:

-   No value – lead counts only
    
-   Lead value – the estimated value Boxly gives each lead, based on the treatment
    
-   Invoiced – the total amount invoiced in Dentally since the person became a lead
    
-   Paid – the amount the patient has paid so far
    
-   Outstanding – the amount invoiced that hasn't been paid yet
    

The report updates straight away and you can switch between the options as often as you like.

### **Reports with a Financials switch**

Leads by Channel, Leads by Source, Leads by Treatment, Leads by Location and Leads By UTM have a Financials switch instead.

✅ Open the report

✅ Switch on Financials at the top right

Invoiced, Paid and Outstanding columns appear next to your milestone columns. Switch it off to see milestone values only.

![Boxly’s Leads by Channel dashboard shows filters and a table of lead channels with lead, consultation booked and attended, and treatment accepted counts. Visible: Leads by Channel, View : Activity, Date Range, All time, Location, All Locations.](https://staticfiles.gleap.io/ghelparticle/xX6YIsCQrB4eMBugZ92WTIJkuUFHlRxUZmd7T6KlhhmoDO8bpbZnjcyjgukwsijL2TxTQEsWWUk.gif)

For example, in Leads by Channel you can see that Facebook Lead Ads leads have been invoiced £74,320 and have paid £58,904.

> **Warning:** The Export button is hidden while Financials is switched on.

## **What Your Reports Show**

When you choose Invoiced, Paid or Outstanding in Leads by Milestones, the boxes at the top of the report show:

-   Leads – the number of leads in the report
    
-   Total – the total invoiced, paid or outstanding for those leads
    
-   Average – the total divided by the number of leads
    

Paid amounts show in green, outstanding amounts in red and invoiced amounts in black, so they're easy to tell apart.

## **Which Reports Show Dentally Financials**

You can see Dentally Financials in these reports:

-   Leads by Milestones
    
-   Leads by Channel
    
-   Leads by Source
    
-   Leads by Treatment
    
-   Leads by Location
    
-   Leads by Referral 
    
-   Practitioner Conversion 
    
-   Leads By UTM
    
-   Team Sales
    
-   Ad Spends Report
    
-   Google campaign report
    

## **See Which Campaigns Bring In Revenue**

If your ads and campaign links use UTM tracking codes, Leads By UTM shows how much revenue each campaign has brought in, not just how many leads.

✅ Go to Reports → Leads By UTM

✅ Switch on Financials

Source, medium, campaign and term each have their own card. Click View Report to see them all.

![Boxly Leads By UTM dashboard with activity, date range, location, and filter controls above an empty report area. Visible: LEADS BY UTM, Boxly, Leads By UTM, Refreshes every: 4 hours, Last refreshed: 38 minutes ago, Milestones.](https://staticfiles.gleap.io/ghelparticle/ODi7wPL15jAgCzmsEGe1piByaRDpBP67pfml8W4mVPLOmyCzDfWHv9HykVk2NTwsAJLerRXAW2F.gif)

### **Example**

Your agency runs two Facebook campaigns, one for Invisalign and one for whitening. Both bring in a similar number of leads.

With Dentally Financials switched on, you can see that the Invisalign campaign has brought in far more invoiced revenue, so you know where to spend more.

New to UTM tracking? Read [Lead Sources](https://help.boxly.ai/en/articles/10182693-lead-sources.md).

## **Cumulative and In Milestone**

In Leads by Milestones and Team Sales, once you choose Invoiced, Paid or Outstanding, you can also choose how the amounts are counted:

✅ Cumulative → everything the patient had been invoiced or paid by the time they left that milestone, counted from their first enquiry.

✅ In Milestone → only what was invoiced or paid while the lead was in that milestone.

### **Example**

Hannah is one of your team members. In Team Sales, with **Paid · In milestone** selected, you can see what her leads paid at each milestone:

✅ Consultation Booked → £8,420

✅ Consultation Attended → £14,960.50

✅ Treatment Accepted → £38,725

Each amount is only what was paid while her leads were in that milestone. For example, the £38,725 was paid while her leads were in Treatment Accepted, not before.

Choose **Cumulative** instead to see a running total from each patient’s first enquiry.

> **Info:** Cumulative is selected by default. In Team Sales, In Milestone is selected by default, so you see what was paid while each lead was in that milestone.

![](https://staticfiles.gleap.io/ghelparticle/8zhj1D1YIyM4dYTah5DAzRG0jSw0wHiLv6rRZm9FY1u6eUieU2eMDdOk3Kw3b6kxWAXZ6EnUubb.gif)

## **See the Real Return on Your Ads**

The Ad Spends Report shows what you've spent on Google Ads and Meta Ads. With Dentally Financials, you can also see the revenue those ads have brought in, so you know your real return.

✅ Go to **Reports → Ad Spends Report**

✅ Click **Value** and choose **Paid**

✅ Choose a milestone from **Milestones** to set your cost per acquisition

The **Revenue (Paid)** and **ROAS** columns show what each ad source has brought back for what you spent.

![](https://staticfiles.gleap.io/ghelparticle/RY73LBdwbMUCp5X4BZa4PjiwujSb2IQ0ZrcYTkIhALrVGKZ98NHdUSJlS0PJHNdLeNNR6We4y1n.gif)

The Google campaign report works the same way, with the revenue for each campaign.

![Boxly Google campaign report screen with date and location filters above an empty metrics table; Revenue (Paid) and ROAS columns are highlighted green. Visible: Boxly, GOOGLE CAMPAIGN REPORT, Google campaign report, Refreshes every: 4 hours, Last refreshed: 38 minutes ago, Value.](https://staticfiles.gleap.io/ghelparticle/2wrTONkiERhZ4onEfUz4GWlGN1Zv3RoMZ6j1fo5gayfqLxo0FJnBYKbXTyVEnUET8tQVjgUcsvs.gif)

> **Info:** _The revenue figures come from Dentally. The milestone you choose sets the cost per acquisition, for example how much it cost you to get each Consultation Attended._

## **How This Works in Your Practice**

Here's how Dentally Financials helps a typical dental practice.

James is the practice manager at Bright Smile Dental. The practice runs a Google Ads campaign for new patient exams at £75 each.

Looking at the estimated values, the campaign doesn't seem worth the spend. So James opens the Ad Spends Report and switches the Value dropdown to **Paid**.

He can now see that several of those new patients went on to have whitening and implants in the months that followed. The campaign has brought in far more than the first appointments suggested, so James decides to keep it running.

## **FAQs**

**Why don't I see Dentally Financials in my reports?** Dentally Financials is a paid upgrade. Check that Dentally is connected, then contact our support team or your Customer Success Specialist to switch it on.

**Does it include what a patient spent before they became a lead?** No. It only counts invoices created after the person became a lead in Boxly.

**Can I export the figures?** No. The Export button is hidden while Financials is switched on.

**What's the difference between Cumulative and In Milestone?** Cumulative shows everything the patient had spent by the time they left a milestone. In Milestone shows only what they spent while in that milestone.

## **Need Help?**

If you have questions about Dentally Financials or need help switching it on, our support team or your Customer Success Specialist will be happy to help.

Contact us anytime at [support@boxly.ai](mailto:support@boxly.ai).

### **Related articles**

[

Dentally & Boxly Integration

Guide to Integrating Dentally and Boxly

](https://help.boxly.ai/en/articles/10182685-dentally-and-boxly-integration.md)[

Leads by Milestone Report

Track how leads progress through key milestones

](https://help.boxly.ai/en/articles/10182704-leads-by-milestone-report.md)