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Roll-up Reporting

Run every location and brand as one business

Connect every system across your locations and brands. CorralData cleans, standardizes and rolls up the data, so you can see how the whole operation is performing.

Why reporting across locations and brands breaks down

Most multi-location groups run on more than one system, and the reporting shows it.

Same system, separate instances

Each brand or acquired group has its own login, so nobody sees across them without exporting.

Different systems, same job

Booking, billing and marketing run in different tools, each with its own fields and names.

Reports built by hand

Someone pulls exports every month and stitches them into a spreadsheet.

Definitions that do not match

Revenue, utilization and retention are calculated differently by location, so totals do not reconcile.

Every acquisition adds a system

A new location arrives with its own tools, and the reporting starts over.

Slow, and hard to trust

By the time the roll-up is ready it is weeks old, and leadership questions the numbers.

What you get

One connected view of the whole operation

CorralData connects every source system, ingests the data, then transforms, models and standardizes it in one place. You get faster, more accurate reporting on the whole operation, not a pile of exports. Built for any group with data in more than one system: PE-backed platforms, multi-brand groups, DSOs and vet groups, and franchisors reporting across company-owned locations.

One definition for every metric

Data governance ensures metrics like revenue, utilization and retention mean the same thing at every location.

Every system, one model

Locations on different EMRs, billing and marketing tools land in one model, with no forced migration.

New locations join, they do not restart

A new location or brand plugs into the existing setup, so reporting is live without a rebuild.

Zoom from group to location

Start with the whole group, then filter to a single brand or location without switching reports.

Answers across every location and brand

Ask AskCorral which locations are below plan this month and what is driving it, and get one answer.

The right view for the right people

Row Level Security controls who sees which locations and brands, all from the same set of numbers.

What it looks like

Dashboards that show the whole group at a glance

A few of the roll-up views teams use every week. Names and numbers shown are sample data.

Location leaderboard

See which locations lead and which need attention

Every location ranked on the same metrics, from the same definitions. Leaders know where to look first, without waiting on a report.

Location leaderboard dashboard ranking every location on revenue, plan attainment, EBITDA margin and utilization
Brand vs brand

Compare brands on equal terms

Revenue, utilization and retention are calculated one way across every brand, so differences reflect performance, not definitions.

Brand vs brand dashboard comparing revenue, margin, cost per lead and review rating
Actual vs plan

Know who is ahead of plan, and who is behind

Targets and actuals side by side for every location and brand, with the gap visible as the month unfolds.

Actual vs plan dashboard showing revenue variance to plan for every location
New locations vs plan

Track new locations as they ramp

See how recently opened or acquired locations are tracking against their plan, month by month, so you know early which ones need help.

New locations vs plan dashboard tracking monthly ramp against pro forma
Marketing across brands

Marketing performance across every brand

Spend, leads and booked consults in one view, so you can see which brands earn their budget.

Marketing across brands dashboard showing spend, leads and return on spend by channel

CorralData has become an essential partner in our mission to hyperscale Advanced MedAesthetic Partners. As a multi-brand, multi-location organization, understanding and optimizing performance across dozens of practices was once incredibly challenging. Now, CorralData gives us consolidated, real-time reporting that allows us to effortlessly track, analyze, and improve outcomes across every brand and location.

Kieren Dwyer Head of Growth, AMP

Advanced Medaesthetic Partners

See how a multi-brand group reports across every location

Trusted by multi-location and multi-brand groups

Frequently asked questions

Roll-up Reporting is a CorralData capability that combines data from every location, brand and source system into one set of metrics with shared definitions, so you can report on the whole business instead of one site at a time.

If your numbers live in more than one EMR login or instance, yes. If every location runs on a single system, Row Level Security may be all you need to give each person the right view.

Roll-up Reporting combines separate systems into one set of numbers. Row Level Security controls who sees which slice of those numbers. They solve different problems, and many groups use both.

Yes. Locations on different EMRs, billing tools and marketing platforms are connected, mapped to one model and standardized to the same definitions, so a metric means the same thing everywhere.

The new location is connected and mapped to your existing model, using the same definitions as every other location. You do not start a new reporting project.

Roll-up Reporting is available as an add-on to your CorralData plan. Pricing depends on how many EMR instances and brands you are consolidating. Talk to your rep for details.

Experience the power of actionable intelligence

Make your data work for you. Book a demo today to see CorralData in action.

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