Weekly Performance Dashboard
Prepared by RegenRev for Dr. Hare and Dr. Russell. Figures are for the most recent full week, Friday to Thursday. A new report is produced every Friday.
Weekly report
Summary
In the week of —, IPC treated — regenerative patients at a cost of — each, — on the week before. True profit to IPC after treatment costs, ads and program costs was —. The biggest drop-off was —.
Sample data. Figures are illustrative until IPC's Meta ad account and GoHighLevel are connected.Targets
Show rate
—
Close rate on attended consults
—
1. Key figures, last week
Patients treated
Cost per patient treated
Cost per booked consult
Booked consults
Leads
True profit to IPC
2. Profit to IPC
Revenue to true profit, last week
Treatment revenue, less IPC's treatment costs (from each treatment's margin), less ad spend and program costs for the same week: Sales Representative fees per qualifying consult (Exhibit A), the weekly share of the $9,000 monthly retainer, and software. The one-time setup fee is not included.
| Treatment | Treated | Price | IPC margin | Revenue | Gross profit |
|---|
| Program cost | Amount |
|---|
3. Patient acquisition
From ad to patient, last week
Each stage against the week before (thin bar). The share lost from the stage above is on the right; the biggest loss after the click is in red.
Ad spend and cost per patient, weekly
Bars are weekly ad spend. The line is cost per patient treated (CAC).
Cost at each stage, weekly
Cost per lead, per booked consult and per consult attended. Where these rise, the stage after the ad is losing people.
What makes up the cost per patient
Every link from ad spend to a treated patient, last week against the week before. Green improved the cost per patient; red made it worse.
| Link in the chain | Last week | Week before | Change |
|---|
4. Ads and landing pages
Ad performance
Every live ad, best cost per booked consult first. The top three are shown in green; ads that produced no treated patient this week are shown in red.
| Ad | Spend | CTR | Leads | Cost per lead | Booked | Cost per booked | Treated | CAC |
|---|
Quiz funnel pages
Ad click to booked consult on the GHL quiz funnel. The percentage is the share who moved on from the step above.
Meta lead form and thank-you page
Instant form opens to lead, then what leads did on the testimonials page while waiting for the call.
5. Sales Representatives
Lead to booking
Booking to show
Attended to qualifying
Close rate on attended
Close rate on qualifying
Average order value
Sales Representatives: booking
Each Sales Representative both books and holds consults. From new lead to booked consult, and how many of those bookings showed.
| Sales Rep | Leads | Dials | Contacted | Booked | Lead to booking | Showed | Booking to show | Speed to lead |
|---|
Sales Representatives: consults and purchases
From attended consult to qualifying consult to purchase, with deal sizes and the current fee per qualifying consult under Exhibit A.
| Sales Rep | Attended | Qualifying consults | Qualifying share | Purchases | Close on attended | Close on qualifying | Revenue | AOV | Smallest deal | Largest deal | Mix (Pro / Pure / both knees) | Fee per qualifying consult |
|---|
6. Breakdowns by ad set, funnel and clinic
By ad set
The four ad sets from the campaign build pack. Ads run only to adults in the areas IPC designates.
| Ad set | Spend | Leads | Cost per lead | Booked | Treated | CAC |
|---|
By funnel
Quiz funnel with self-booking against the Meta lead form with a callback.
| Funnel | Spend | Leads | Booked | Showed | Treated | CAC |
|---|
By clinic
Where leads chose to book. Rates are share of leads booked and share of booked who attended.
| Clinic | Leads | Booked | Booking rate | Showed | Show rate | Treated |
|---|
7. Definitions
- Lead
- Someone who gave their contact details: the quiz funnel after question 1, or the Meta lead form.
- Qualified
- A lead who did not answer "insurance only" on the self-pay question.
- Booked consult
- A free consult with a Sales Representative, booked by the patient or by the rep. A licensed IPC provider evaluates every patient before any treatment decision or payment.
- Showed
- The patient attended the consult, marked in GHL by the clinic.
- Treated (purchase)
- The patient paid IPC in full for a regenerative treatment by the date of service. Refunded patients are removed.
- Qualifying consult
- A Program Lead's first attended consult, at least 10 minutes long and logged in the CRM with notes and outcome (Exhibit A).
- CAC
- Ad spend divided by patients treated in the same week.
- True profit to IPC
- Revenue times each treatment's IPC margin, less ad spend and program costs (Sales Representative fees, retainer share and software) for the same week.
- Fee per qualifying consult
- Set by each rep's close rate at the last 14-day review, from $90 under 20% to $240 at 40% and up; $150 until a rep has 20 qualifying consults older than 30 days.
- IPC margin
- Treatment price less product cost per 2 mL vial ($750 Pro, $950 Pure) and $150 overnight shipping. — overall last week.
- Return on ad spend
- Self-pay treatment revenue divided by ad spend in the same week.
- Close rate on attended / qualifying
- Purchases divided by consults attended, or by qualifying consults, as recorded in the CRM this week. The Exhibit A close rate uses qualifying consults 30 to 120 days before each review date.
- AOV
- Average order value: treatment revenue divided by treatments sold.
- Speed to lead
- Median minutes from a new lead arriving to the Sales Representative's first call. The automated text and email reply goes out within 5 minutes.
- Week
- Friday to Thursday, Eastern time, so the Friday report covers the full clinic week (consults run Monday to Thursday).