Clinic analytics and unit economics

Which metrics clinic analytics tracks

Analytics in 95sales CRM puts sales, occupancy and money on one screen. The core metrics:

You don't collect the numbers by hand. The lead, call, visit and payment are already in the CRM, and the report recalculates every time you open it.

Clinic unit economics at a glance

Unit economics answers one question: how much does the business earn per patient, per bed or per specialist? In 95sales CRM it comes from three views:

1. Per patient. Average bill shows what a patient brings in per month. LTV estimates revenue per patient at the current average length of stay. If LTV rises while conversion falls, look at the quality of first calls.
2. Per bed. For inpatient care, rehab and care homes, LOS and revenue per bed matter most. Revenue potential at full occupancy shows how much revenue the center misses because of empty beds.
3. Per specialist. Revenue per doctor sits next to their payroll. You can compare who pays off and who needs more patients.

For the full method, see the guide on clinic KPIs and unit economics. To calculate what each new patient costs, read the article on patient acquisition cost.

Sources and lost reasons

Conversion by source is built on ad attribution data. The CRM remembers which ad brought the visitor and links it to the lead and the sale. Analytics shows how many leads each channel brought, how many reached a contract or visit, and how much revenue they generated.

Lost reasons come from a list in the sales pipeline. So analytics shows not just "lost" but why: too expensive, no beds available, chose another center, couldn't reach them. That tells you what to change: price, call script or ads.

Filters by business, website and manager

Reports filter by business, source, website and manager. If you run several businesses in one CRM, you can view each one separately or all together. Any report can also be sliced by location, direction and business with one button next to the period, and exported to Excel or PDF. The Website filter shows leads by landing page domain. Saved filter sets become views, so the head of sales opens their report in one click.

Example: how to read the numbers

Say a rehab center got more leads this month but fewer admissions. The director opens the funnel and sees leads getting stuck at the "Consultation" stage. Filtering by source shows the growth came from a new ad channel, and "too expensive" is the top lost reason. The channel is bringing the wrong people. The fix is to move budget, not to hire another sales manager.

Who needs analytics in a CRM

• Owners and directors see which service line and which location makes money and which is carried by the others. For money by location, see finance and P&L.
• Marketers compare channels by sales, not just by leads.
• Heads of sales find the pipeline stage and the manager where patients are lost.
• Clinic groups compare locations on the same metrics: CRM for clinic chains.

How to get started

1. Connect website and ad leads plus call tracking, so every lead has a source.
2. Fill in your list of lost reasons.
3. Record visits, charges and payments in the CRM. Without them, average bill and LTV can't be calculated.
4. Save filter views for the director, the marketer and the head of sales.

Access to analytics depends on role: each employee sees only the data their permissions allow.