PAGE 1 — OWNER DASHBOARD (CLINIC HEALTH SNAPSHOT)

Note: Fill Sections 1-20 below first. This dashboard will auto-populate and auto-color.

Area	Status (Auto)	Key Metric
Revenue		₹
Chair Utilisation		%
Lead → Consult Conversion		%
Consult → Treatment Conversion		%
Recall Attendance		%
Marketing ROI	🟡🔴🟢	₹ / patient
Reputation (Google Reviews)	🟢🟡🔴	+ reviews

1. FINANCIAL & PATIENT BASE OVERVIEW

1.1 Revenue Snapshot

Total Monthly Collection	₹
Revenue from New Patients	₹
Revenue from Existing Patients	₹
Total Discounts Given	₹

1.2 Cost Structure (with Benchmarks)

Expense Category	Amount (₹)	% of Revenue (Auto)	Benchmark
Lab / Implants / Aligners			~9%
Dental Materials			~6%
Marketing (Total)			~5%
Staff Costs (Total)			~10%

1.3 Marketing Breakdown

SEO	₹
Google Ads	₹
Instagram Ads	₹
Editor / Content Salary	₹
Total Marketing Spend	₹

1.4 Staff Expense Breakdown

Salaries	₹
Incentives	₹
Party / Welfare Fund	₹
Total Staff Cost	₹

1.5 Patient Base Metrics

2. CHAIR UTILISATION & CAPACITY

2.1 Clinic Capacity

Days Clinic Open
Total Available Chair Hours (Days × 7)
Chair Hours Utilised
Chair Utilisation %	% (Target: 75%+)

2.2 OCPSPD

OCPSPD (Operating Cost per Surgery per Day) Value: ₹

2.3 Dr Neha – Time Utilisation

Working Days
Available Hours (Days × 6)
Hours Used for Patient Care
Time Utilisation %	%

3. MAJOR TREATMENT BREAKDOWN (CONVERSION FOCUS)

Treatment Type	Consults (A)	Treatments Started (B)	Conversion % (B/A)
Implants
All-on-X
Full Mouth Rehab
Aligners / Braces
Smile Makeovers

4. FUNNEL STAGE 1 — LEADS → CONSULTS

4.1 Enquiries by Source

Source	Enquiries (A)	Converted to Patients (B)	Conversion % (B/A)
Google / Website / SEO
Instagram / Facebook
Referrals
Walk-ins
Friends & Family
TOTAL	0	0	0%

4.2 Lead Handling Metrics

Leads Booked for Consult (A)
Leads Not Contactable
Lead → Consult Conversion %	%

4.3 Leads by Treatment Type

Treatment	Leads	Consults	Patients
Implants
Veneers
Whitening
Ortho

5. FUNNEL STAGE 2 — CONSULTS → TREATMENTS

5.1 & 5.2 Conversion

Consults (New Patients)
Consults (Existing Patients)
Treatments Started
Treatments Delayed / Declined
Overall Conversion % (Target: 78%+)	%

5.3 & 5.4 Revenue Efficiency

Source	New Patients	Revenue (₹)
Instagram
Google

Revenue per Google Patient: ₹ | Revenue per Instagram Patient: ₹

6. TREATMENT VALUE & CASH POSITION

Treatment Value Presented	₹
Treatment Value Accepted	₹
Treatment Value Pending	₹
Outstanding Payments / Debtors	₹

7. DIGITAL WORKFLOW & CLINICAL SYSTEMS

7.1 Digital Workflow Score (0-20): /20

8. ETHICAL COMMUNICATION – SELF CHECK

9. PROSPECT PIPELINE (LAST 12 MONTHS)

Treatment	Prospects (Count/Names)
Implants
All-on-X
FMR
Aligners
Smile Makeovers

10. RECALL & REACTIVATION

Patients Due for Recall
Recall Appointments Booked
Recall Appointments Attended
Recall Attendance %	%
Revenue from Recall	₹

11-15. MARKETING, REPUTATION & OPS

13. Google My Business Stats

14. Social Media Performance

Platform	Posts	Reels	Stories	Followers	Top Content
Instagram
Facebook
LinkedIn
YouTube

15. WEBSITE, BLOG & NEWSLETTER

Blog Posts Published:
Website Appointments:
Newsletter Sent On:
Subscribers:
Open Rate:	% | Click Rate: %

16. TEAM & CULTURE

17. RISKS & ISSUES

18. MONTHLY REFLECTION

Top 3 Wins:

Top 3 Challenges:

Next Month Objectives:

19. NOTES & NEXT STEPS

20. PRACTICE GOALS (CURRENT YEAR)

21. FINAL NOTE (OWNER → MENTOR)

This report is intended to give a complete and honest picture of where the practice stands today. While progress is visible, growth is still effort-driven rather than system-led. Our focus now is to improve conversion, chair utilisation, and predictability. We would value your guidance on priorities, blind spots, and a clear roadmap forward. We are committed to focused execution.