Custom Business Dashboards – No Matter How Weird Your Numbers Are

How easily can you answer these questions?

  • Is my new therapist performing well with their intakes?
  • Which insurance company is worth the credentialing investment?
  • Are video sessions increasing or decreasing?
  • Are my intakes staying for multiple sessions or dropping out? With which therapist?
  • Is it worth it to keep my second office open? How many sessions before it becomes profitable?

These are hard questions to answer, but necessary if you want to sustain a healthy practice. With more data than ever, the difference between a stable practice and chaos is often right there under our noses.


Ben, I know data and tracking is important but I don’t want to dig around 7 different Excel files and my clunky CRM / Accounting software for hours every month to find these answers!

Introducing DataEase

Take Control of the Numbers that Drive your Business

When I helped Joe Bavonese automate his monthly reporting for the Relationship Institute, I was extremely frustrated how there wasn’t a central view for all these essential numbers which led me to create the HIPPA Compliant DataEase Dashboard.

What is this?

Click below to watch a 3 minute video detailing how DataEase can help reduce your stress – and increase your profitability:


This sound like something I can use Ben – how can I start?

Due to the current high demand, we are only accepting a few more qualified practice owners until we can catchup. Qualified means you have your data in a structured source:

  • Data in an Electronic Medical Record or Customer Relationship Management  system (SimplePractice, TherapyNotes, Therabill, Jane, Owl, Therapy Flow, etc.)

While other consulting companies charge from $2,000-$2,500 a month for this service, we charge a fraction of that at $849 one-time setup fee for the base dashboard. Extra custom charts and data sources increase the base fee depending on how complex the data is. After that it’s only $200 a month to maintain (base dashboard only updated 1x a month), which includes new custom charts based on your goals and a monthly analysis session based on the trends in your data. All monthly rates have a 2 year guarantee – we’re not gonna raise the price unexpectedly.

Want more website data with Google Analytics 4? DataEase now includes Google Analytics 4 Setup with conversation tracking so we can use this essential data in the dashboard.

Want to see your QuickBooks data right next to your sessions/intakes? We just started offering full QuickBooks integration!

Below are the monthly rates for practices with <20 clinicians. For larger practice please set up a call for details.

Monthly Rates
Service Base Dashboard Add Quickbooks Add Google Ads Add Google Analytics Add CRM Add Custom Data Source
1x Month Update $200 +$15 +$10 +$10 +$20 +$55
2x Month Update $250 +$20 +$12 +$12 +$30 +$90
Weekly Update $320 +$40 +$15 +$15 +$60 +$170

Don’t get anything out of the dashboard? We give a guaranteed full refund if you don’t learn something new about your practice.


Click the link below to schedule a short call and see if you are eligible!

How does it feel to use this? Click on the Interactive Dashboard Demo Link below to get a feel for this in real time!
Still curious? Below is an in depth video walkthrough of one of these dashboards to show more of the specific technical capabilities. I’m always open to answering any questions as well about what is possible! Just send me an email or setup a consultation below.

Hear From Practice Owner Lisa Hillman About Datafluent

What Other Clients Say About DataFluent