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Business Performance Report

Austin Written by Austin
... on a nifty November day.


📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?


The Business Performance Report displays clinic performance metrics and statistics per-Provider.

What can you use this Report for?

Generate this report to Compile statistics for Staff performance reviews and assess and compare Provider KPIs and statistics.

Filters and Options

Filters Description
Date Date of booking or invoicing date if item as appropriate for the data.
Locations Location of bookings or invoices to display
Providers Provider to display.
Payers Private, Third Party Payers or all Payers’ data to display.

What is displayed in the report?

  • The table displays each provider in a row along with bookings and financial figures and other statistics.
Column Description
Provider Provider for whose data are displayed.
BPC Booking Per Case – average calculated by total amount of Services divided by total amount of Cases attributed to the services.
LTVC Life-Time Value of Client – calculated by AVV (below) * average number of visit/year * Average years of retention.
NCVA New Client Visit Average – calculated by Total Completed Services divided by the number of New Clients. Indicator of client retention.
UCVA Unique Client Visit Average, calculated by Total Completed Services divided by the number of Clients that Completed Services (Unique Clients).
AVV Average Visit Value – calculated by total amount invoiced (Revenue) divided by the number of visits.
TPR Total Patient Average Revenue – calculated by total amount invoiced divided by the total amount of Client.
UR Utilization Rate – calculated by the occupied time (including Services, Classes, Events and DNA bookings) divided by the total amount of scheduled time in the Diary.
$/h Hourly Rate – calculated by total invoiced amount divided by the total scheduled hours in the Diary.

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