The Practice KPI Tracker on a laptop, showing the Summary tab with its KPI cards and charts. Weekly and monthly.

The Practice KPI Tracker

$40.00
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The Practice KPI Tracker on a laptop, showing the Summary tab with its KPI cards and charts. Weekly and monthly.
  • The Practice KPI Tracker on a laptop, showing the Summary tab with its KPI cards and charts. Weekly and monthly.
  • The Summary tab of The Practice KPI Tracker, with cost per new patient, missed calls, show rate and members highlighted. Example numbers.
  • The 10 main tabs of The Practice KPI Tracker: This week, Weekly numbers, Summary, Monthly numbers, Channels, Trends, Costs and break-even, Huddle, Desk tally and KPI guide.
  • How The Practice KPI Tracker works in 10 minutes a week: type 6 numbers, see what moved by color, then talk it through at the Monday huddle.
  • The Channels and Trends tabs of The Practice KPI Tracker: cost per new patient by channel, best value and costliest channel, and 12 months of new patients. Example numbers.
  • The Practice KPI Tracker is an Excel file, and comes with a printable PDF and a filled-in example. Instant download.
  • The Practice KPI Tracker is also part of The Practice Growth Toolkit: 3 guides, 2 bonuses and the tracker for $97.
  • The Practice KPI Tracker on a laptop, showing the Summary tab with its KPI cards and charts. Weekly and monthly.
  • The Summary tab of The Practice KPI Tracker, with cost per new patient, missed calls, show rate and members highlighted. Example numbers.
  • The 10 main tabs of The Practice KPI Tracker: This week, Weekly numbers, Summary, Monthly numbers, Channels, Trends, Costs and break-even, Huddle, Desk tally and KPI guide.
  • How The Practice KPI Tracker works in 10 minutes a week: type 6 numbers, see what moved by color, then talk it through at the Monday huddle.
  • The Channels and Trends tabs of The Practice KPI Tracker: cost per new patient by channel, best value and costliest channel, and 12 months of new patients. Example numbers.
  • The Practice KPI Tracker is an Excel file, and comes with a printable PDF and a filled-in example. Instant download.
  • The Practice KPI Tracker is also part of The Practice Growth Toolkit: 3 guides, 2 bonuses and the tracker for $97.
The Practice KPI Tracker

Stage 4 · Checking it each week

The Practice KPI Tracker

Six numbers each week. One page each month. See what's working.

Excel + PDF

$40.00
  • Instant download
  • Edit in Excel

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Or get all 4 + 2 bonuses in the Toolkit · $145 · save $118 See the Toolkit
The full description

Six numbers each week. One page each month. See what's working.

One workbook for your team. Each Monday, fill in six numbers:

  • new inquiries;
  • missed calls;
  • missed calls called back the same day;
  • visits booked;
  • visits kept;
  • new patients.

The colors show which way each one is going, and the "This week" page names one thing to fix. Once a month, copy a few numbers from reports you already run. The Summary then shows your month on one page: what a new patient costs, where people drop out, and which channels bring them in. It also has a 10-minute Monday huddle, a desk tally to print, 12-month trends and an optional break-even page. It's about the numbers, never about blame.

For: practice owners and managers who want a quick weekly check and a clear monthly view.

You get: an Excel file, a filled-in example and a printable PDF. For use within your business.

The Six Numbers You Fill In

  1. 01
    New inquiries
  2. 02
    Missed calls
  3. 03
    Missed calls called back the same day
  4. 04
    Visits booked
  5. 05
    Visits kept
  6. 06
    New patients

Is It Right for You?

It's for

  • Owners and managers who want a quick weekly check and a clear monthly view.
  • Teams that want to fix small problems before they grow.
  • Anyone who likes to see what's working at a glance.
  • Practices that want one page to talk about each month.

It's not for

  • A practice that would rather not know how the week went.
  • Anyone who loves a messy spreadsheet.
  • Anyone who wants patient names in a sheet. It only holds totals.
  • Anyone looking for blame. It's about the numbers, never the person.

The Files You Get

  • The tracker for Excel
  • A printable PDF for the desk
  • A filled-in example, so you can see how it works

Works with: Adobe Reader, Word and Excel.

Delivery: a download link on screen and by email.

Marco Malone

Written by Marco Malone.

FAQ

Questions, Answered

All questions
What do I get?

Each guide comes as a PDF and a Word file. The tracker and the pricing builder are Excel files.

How fast do I get it?

Right away. You get a download link on screen and by email as soon as you pay.

Can my whole team use it?

Yes. Share it with the team at your practice. It's for use within your business. Please don't sell it or post it online.

Can I get a refund?

Yes. Email us within 30 days if a file won't open or isn't what you ordered. We fix it or refund you in full. The refund policy has the details.

Is this legal advice?

No. The guides are general guidance. You follow the laws and rules where you work. Check your state's rules on texts and calls.

The Practice KPI Tracker · $40

For use within your business.