Owner Dashboard V3.0 ($297 value)

Private Practice Workshop
2 ratings

The Fully Booked™ Owner Dashboard V3.0 is the most powerful tracking tool available for therapists in private practice, helping you track critical metrics of performance within your business, including client inquiries, client conversions, your website conversion rate, Google performance, social media performance, revenue projections, call tracking, client retention, and so much more.

**FREE BONUS: video screen-share tutorial on how to setup the dashboard for your business.

The dashboard is a highly refined Excel spreadsheet tool that helps practice owners track:

Color Coded Pie Charts for:

1. Weekly clients

2. New clients

3. Google statistics

4. Email subscribers

Tab 1 (Key Performance Indicators):

1. Clinician client numbers

2. Total weekly and monthly sessions

3. New client inquiries

4. New clients booked

5. Initial consult conversion rate

6. Google Ads performance

7. Google My Business performance

8. Google Analytics performance

9. Email subscribers

10. Social media followers

Tab 2 (Call Tracking):

1. Call tracking demographics and information

2. Call tracking by referral source (with automated pie chart)

Tab 3 (Active Client List):

1. Active clients and their fees

2. Short term vs long term

3. Estimated gross and net income

Tab 4 (Retention Calculator):

1. Overall practice retention calculator

2. Individual clinician calculator 

3. Retention and attrition automated bar graphs

Tab 5 (% of sessions by therapist)

1. Spread of clients seen by clinicians

2. Automated pie chart

PLEASE NOTE: Upon purchase, you will be immediately redirected to the Google Drive file, at which point you will go to "File" and then "Make a Copy" to create your own version of the file.

I want this!


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Owner Dashboard V3.0 ($297 value)

2 ratings
I want this!