$399.00 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!

Pelvic PT Leads Dashboard

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

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:

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

What People Are Saying:

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

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.

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.