The question becomes a metric, a grouping, and the right records.
MEASUREOpen opportunity valueGROUP BYProviderSOURCEPractice opportunity records
▥SEE THE PATTERN03
An answer you can see.
Open opportunity value by provider.
Jordan$2,400
Alex$1,850
Morgan$1,250
Sample figures · Potential value, not collected revenue
▥PUT IT TO WORK04
Keep the answer. Continue the conversation.
View the chart or table. Save the report or export the results.
▥ Chart▤ Table↧ Export
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Report readyA clearer view of the practice.
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ROMAN IS WORKINGUnderstanding the question
✓
READY FOR YOUA question in plain English
A question in plain English
Ask for the report you need in plain English. Roman brings connected practice data into a clear answer, chart, or table.Illustrative natural-language report · Sample data
THE WORK, REIMAGINED
The report you need, without the reporting work.
TODAY’S MANUAL WORK
Another export. Another spreadsheet.
Finding an answer means choosing reports, switching platforms, and combining data before the analysis can even begin.
WITH YOUR AI REVENUE MANAGER
Say what you need to see.
Roman turns a plain-English question into a report. Explore the chart or table, refine your question, and save or export the answer.
Analytics & Reporting. Built around your work.
Skip the exports and spreadsheet assembly. Explore performance, compare results, and ask follow-up questions without rebuilding a report.
01
Use your own words
Start with a business question about your practice data.
02
Explore the answer
See the result as a chart or table and compare what matters.
03
Keep useful reports
Save reports for another check-in or export the results.