$299.00 USD

Add 1 year of email-based technical support to help with setup and troubleshooting! $299 $199 Save $100 off the regular price by ordering with a dashboard!

Lead and Patient Dashboards Upgrade

$599 $299 Save $300 when you upgrade your existing dashboards!

This offer is only available to those who have purchased a previous version of both dashboards. For first time purchases please click here.

Stop calculating metrics by hand and on irregular intervals. Take control of your business by knowing your numbers!

Pelvic PT Patient Dashboard

A Google Sheets-based clinic management system that helps you organize and track patients and track therapist and clinic performance.

Effortlessly track the following metrics in real time:

  • Number of appointments, evals, follow-ups, cancels, forfeits and drop-offs
  • Average number of visits per plan of care
  • Average evaluation rate
  • Avg utilization
  • Average cancellation rate
  • Average forfeit rate, drop-off rate and discharge rate
  • Average drop-off rate

Metrics can be reported for an individual week or multiple weeks throughout the year. Metrics can also be reported for an individual therapist or all therapists in your clinic.

The graphical dashboard segments your data into even more detail and reports:

  • Drop-offs by category and treatment phase
  • Active patients by category and treatment phase
  • Average treatment duration by category
  • Discharge breakdown

New for Version 2.0:

  • Support for up to 10 therapists
  • Support for multiple evaluation types and duration
  • Customizable target metrics
  • Support for secondary therapists in a plan of care
  • Expanded patient phase and category options
  • Support for up to 5000 patients

Pelvic PT Leads Dashboard

A Google Sheets-based lead management system that helps you organize, track and convert leads to patients.

Effortlessly track the following metrics in real time:

  • Average leads per week
  • Lead conversion rate
  • Close rate
  • Average number of days to close

Metrics can be reported for an individual week or multiple weeks throughout the year. Metrics can also be reported for an individual admin/location or all admins/locations for clinic.

The graphical dashboard segments your data into even more detail and reports:

  • Scheduled appointments by type
  • Leads by categories and source
  • Top referral sources and conversions rates
  • Top marketing campaigns/events and conversion rates
  • Conversion rate by category, source, and stage in the sales process
  • Loss reason and booking method breakdown
  • Average number of visits scheduled by type

New for Version 2.1:

  • Filtering by admin/location
  • Referral and marketing campaign/event tracking and reporting
  • Expanded leads log for up to 5000 leads
  • Expanded dashboard graphics and reporting
  • Expanded options for appointment type, booking method, source and category 
  • and more!

Set targets and track progress toward your clinic goals!

A Google account is required for use.

What you'll get:

  • Two Google sheet templates that can be added to your own Google account.
  • Two quick start guides to have you up and running as soon as possible.
  • The ability to customize the Dashboards to fit your business.

What People Are Saying:

The automation of metrics, weekly, monthly, quarterly. The ability to have a more organized way to track with color coding, labeling, which is so much more advanced than my original Google sheet

They are easy to use and track. We love the "dashboard" feature with all of the charts and features in both the patient dashboard and the leads dashboard. The leads log is easy to manage and keep track of.

It's a simple and effective way to track important information for our clinic. Saves us time and keeps us organized!