Cash Pay Clinic Revenue and Package Dashboard
Cost per acquisition by referral source, tied to lifetime value. A cash-pay owner spends on marketing and cannot tell which channel produces clients who buy second packages. The file tracks spend by source, clients acquired by source, and average lifetime revenue by source — producing a cost-per-client and a return figure per channel. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Cost per acquisition by referral source, tied to lifetime value.
- Built around the dates that actually bite: Package expiry, monthly revenue targets, quarterly marketing review.
- Clients tab
- Visit Log tab
- Packages tab
- Marketing Spend tab
- Source ROI tab
- Monthly Summary tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Clients
- Visit Log
- Packages
- Marketing Spend
- Source ROI
- Monthly Summary
- Lists
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.