The Fully Booked™ Owner Dashboard 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:
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
This dashboard is included in the Fully Booked™ online training program for therapists.
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Good news! Since you already have a Gumroad account, it's also been added to your library.