How to Read the Monthly Report

To fully understand the  Monthly Report, there’s a few terms you should know. These terms are also readily available as Notes in each of the Heading cells. 

Glossary of Terms

  • Enquiries: total number of calls and web form enquiries that have come from the campaigns minus duplicates, spam calls, wrong numbers and existing patients.
  • Booked Appointments: total number of enquiries that have been booked in for an appointment.
  • Appointments Attended: total number of enquiries that have attended their appointment.
  • Patients: total number of enquiries that have paid for an appointment / treatment. 
  • Treat Plans Offered: the number of treatment plans presented to patients.
  • Patients: the total number of patients we know of that came from the campaigns.
  • Active Patients: long-term active patients (ex: patients who are on the hygiene program). 
  • Booked Appointment %: the percentage of enquiries that reception have converted into booked appointments.
  • Attendance Rate %: the percentage of booked appointments that have attended their appointment or consultation.
  • Patient Conversion Rate %: the percentage of enquiries who have attended their appointment and have paid for their appointment / treatment. 
  • Active Patient Rate %: the percentage of patients who have been converted into long-term active patients.
  • Ad Spend: the total advertising spend for the marketing campaigns.
  • Revenue: revenue collected + revenue remaining from scheduled treatment plans.
  • Long-Term Active Patient Value: estimated long-term active patient value generated over the average patient lifetime. *Refer to Long-Term Active Patient Value Calculator
  • Total Patient Value: total revenue + total long-term active patient value.
  • ROAS: Return on Ad Spend.


  • Booked Appointment %: the percentage of enquiries which your receptionists turn into bookings should be 50% or higher.
  • Attendance Rate %: the percentage of bookings that turn up to the appointment or consultation, should be 80% or higher.

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