The full monthly scorecard, all four pages.
This is what arrives after every close. The practice is a sample and every figure is illustrative. Download the PDF
BENCHMARK ADVISORS
Monthly performance scorecard
Monthly Performance Scorecard
Prepared for Sample Med Spa | Reporting period August 2026 | Prepared by Benchmark Advisors
A clear monthly read on the numbers that build a more valuable, more durable practice, measured the way a buyer would measure it.
The month at a glance
Total revenue
$182,400
+6.1% vs last month, +14.0% vs last year
Operating margin
22.5%
+1.2 pts vs last month
New patients
96
+9.1% vs last month, target 100
Monthly membership revenue
$14,250
+14 net members added
Revenue and profitability
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| Metric | This month | Prior month | vs last year | Target |
|---|---|---|---|---|
| Total revenue | $182,400 | $171,900 | +14.0% | $180,000 |
| Service revenue | $155,600 | $147,200 | +13.1% | $152,000 |
| Retail and product revenue | $26,800 | $24,700 | +20.4% | $25,000 |
| Treatment margin | 64.2% | 63.5% | +1.8 pts | 63.0% |
| Operating margin | 22.5% | 21.3% | +2.4 pts | 21.0% |
| Cash on hand | $148,300 | $139,500 | +24.6% | n/a |
| Money owed to you | $9,200 | $11,400 | -18.1% | < $12,000 |
| Prepaid packages and credits | $61,500 | $58,900 | +4.4% | track |
Prepaid packages and credits are a liability until redeemed: tracked as unearned, not booked as revenue at sale.
Revenue growth vs market
Med spa market growing 5 to 8%. Source: Mesirow, 2026 Mid-Year Market Update: MedSpa
Revenue by service line
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| Service line | Revenue | % of revenue | vs last year | Market read |
|---|---|---|---|---|
| Neuromodulators (toxins) | $58,200 | 31.9% | +11.0% | Resilient core; protect units per patient |
| Biostimulators (Sculptra, Radiesse) | $21,400 | 11.7% | +28.0% | On trend; market growing about 25% |
| Dermal fillers (HA) | $19,800 | 10.9% | -6.0% | Softening; market down about 1%, reallocate |
| Energy and laser | $26,500 | 14.5% | +9.0% | Steady demand |
| Facials and skin health | $20,100 | 11.0% | +7.0% | Strong retail pull-through |
| Wellness (HRT, peptides) | $9,600 | 5.3% | +60.0% | Emerging; confirm compliance protocol |
| Retail and product | $26,800 | 14.7% | +20.4% | Attachment driving growth |
| Total | $182,400 | 100% | +14.0% |
BENCHMARK ADVISORS
Monthly performance scorecard
Productivity and efficiency
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| Metric | This month | Prior month | vs last year | Target |
|---|---|---|---|---|
| Revenue per provider hour | $522 | $498 | +8.1% | $525 |
| Revenue per appointment | $295 | $284 | +6.5% | $300 |
| Revenue per patient, trailing 12 months | $1,118 | $1,090 | +9.2% | $1,150 |
| Appointments per day | 23.8 | 23.3 | +7.0% | 24.5 |
| Room utilization | 78% | 74% | +5 pts | 82% |
| Minutes per appointment | 42 | 45 | -6.7% | 40 |
| Average service ticket | $252 | $243 | +4.1% | $260 |
| Retail attachment rate | 31% | 28% | +3 pts | 30% |
| Toxin units per patient | 38 | 36 | +5.6% | 40 |
| Syringes per filler appointment | 1.6 | 1.5 | +6.7% | 1.8 |
Provider performance
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| Provider | Revenue | Rev / hour | Rebook % | Retail attach % | Avg service ticket |
|---|---|---|---|---|---|
| Ava (NP, lead injector) | $94,800 | $585 | 72% | 34% | $276 |
| Provider 2 (RN) | $41,200 | $500 | 60% | 27% | $238 |
| Provider 3 (esthetician) | $28,600 | $415 | 52% | 41% | $168 |
| Provider 4 (RN, part time) | $17,800 | $490 | 56% | 22% | $240 |
| Total / weighted average | $182,400 | $522 | 64% | 31% | $252 |
Provider concentration: the lead injector is 52% of provider revenue. Injector retention, trailing 12 months: 100%. Above about 40% on one person is a burnout risk and a ceiling on what a buyer will pay; building capacity behind her comes before growth.
Patient flow and retention
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| Metric | This month | Prior month | vs last year | Target |
|---|---|---|---|---|
| New patients | 96 | 88 | +18.0% | 100 |
| Share of revenue from new patients | 28% | 31% | -3 pts | n/a |
| Share of revenue from returning patients | 72% | 69% | +3 pts | > 70% |
| Rebook rate, booked before checkout | 64% | 60% | +4 pts | 70% |
| Patients back within 90 days | 58% | 55% | +3 pts | 62% |
| No-show and cancellation rate | 7.2% | 8.6% | -1.4 pts | < 6% |
| Lapsed patients brought back | 12 | 9 | +33.3% | 15 |
BENCHMARK ADVISORS
Monthly performance scorecard
Marketing and leads
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| Metric | This month | Prior month | Change | Target |
|---|---|---|---|---|
| Leads, forms and inbound calls | 214 | 198 | +8.1% | 220 |
| Cost per lead | $38 | $43 | -11.6% | < $40 |
| Leads that book a consult | 46% | 42% | +4 pts | 50% |
| Consults that book a treatment | 62% | 59% | +3 pts | 65% |
| Ad cost per new patient | $85 | $97 | -12.4% | < $90 |
| Ad cost per booked treatment | $134 | $173 | -22.5% | < $150 |
| Ad spend | $8,150 | $8,500 | -4.1% | $8,500 |
| Revenue per ad dollar | 4.2x | 3.7x | +0.5x | 4.0x |
Reputation and reviews
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| Metric | This month | Prior month | Target |
|---|---|---|---|
| New reviews | 34 | 27 | 30 |
| Average star rating | 4.8 | 4.7 | > 4.7 |
| Reviews answered | 92% | 85% | 100% |
| Verified reviews on GlowRating | 22 | 14 | grow |
Memberships
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| Metric | This month | Prior month | Target |
|---|---|---|---|
| Active members | 312 | 298 | 325 |
| New members / cancellations | 22 / 8 | 19 / 7 | net +15 |
| Net member change | +14 | +12 | +15 |
| Members who cancelled | 2.7% | 2.3% | < 3% |
| Monthly membership revenue | $14,250 | $13,610 | $14,800 |
| Average spend, member vs non-member | $312 vs $198 | $305 vs $196 | 1.6x+ |
BENCHMARK ADVISORS
Monthly performance scorecard
Add-ons and packages
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| Metric | This month | Prior month | Target |
|---|---|---|---|
| Visits with an add-on | 38% | 34% | 40% |
| Add-on revenue per visit | $46 | $41 | $50 |
| Treatment packages sold | 27 | 22 | 30 |
| Package and series revenue | $38,900 | $31,200 | $40,000 |
| Memberships and series started | 9 | 7 | 12 |
| Provider bonus paid / added revenue | $2,340 / $24,600 | $1,980 / $20,100 | track return |
Goals scorecard
| Goal | Target | Actual | Status |
|---|---|---|---|
| Monthly revenue | $180,000 | $182,400 | ON TRACK |
| New patients | 100 | 96 | WATCH |
| Rebook rate | 70% | 64% | WATCH |
| Net member adds | +15 | +14 | ON TRACK |
| Retail attachment | 30% | 31% | ON TRACK |
| Revenue per ad dollar | 4.0x | 4.2x | ON TRACK |
Wins, risks and next moves
Wins
- ◆Revenue beat target and grew 14% over last year, well ahead of the 5 to 8% market.
- ◆Biostimulators up 28%, riding the regenerative shift while HA fillers soften.
- ◆Members net +14 and ad cost per new patient down to $85; acquisition is getting cheaper.
Risks
- ◆Lead injector carries 52% of provider revenue. One person caps growth and value.
- ◆Rebook rate at 64% sits below the 70% target, the cheapest revenue left on the table.
- ◆HA filler declining faster than the market; capital tied to a shrinking line.
Next moves
- ◆Build capacity behind the lead injector: cross-train and shift routine visits to relieve the bottleneck.
- ◆Install a rebook-at-checkout routine to move 64% toward 70% within two cycles.
- ◆Stand up the wellness and peptide protocol with a compliance review to scale the +60% line.
Nate LaBombard
Founder, Benchmark Advisors
920.979.3853 | benchmark-advisors.com