Total Patients
1,248
Active records
↑ 34 this month
Monthly Revenue
$68,400
September 2026
↑ 18% vs August
Conversion Rate
42%
Leads → Patients
↑ 6% vs last month
Open Leads
87
In pipeline
↓ 5 closed today
Today's Appointments
Sep 9, 2026| 9:00 AM | Isabella Russo Botox — Forehead | Done |
| 10:30 AM | Maya Johnson Lip Filler — 1ml | Active |
| 12:00 PM | Sophia Chen Chemical Peel | Upcoming |
| 2:30 PM | Aria Patel Microneedling | Upcoming |
| 4:00 PM | Claire Wong Consultation | New Patient |
Revenue This Month
Top Services
💉 Botox$18,200
💋 Dermal Fillers$14,600
✨ Laser Treatments$12,800
🌿 Chemical Peels$9,400
🔬 Microneedling$7,200
Lead Pipeline
IR
Isabella Russo
18
Total Visits
$9,240
Total Spend
Next Appointment
Sep 12, 2026
Botox Touch-up
Last Visit
Sep 9, 2026
Botox — Forehead
Outstanding Balance
$0
All paid
Medical Profile
Allergies
None known
Medications
None reported
Aesthetic Goals
Maintain youthful appearance, reduce forehead lines, enhance lip volume. Prefers subtle, natural-looking results.
Sep 9, 2026
Botox — Forehead & Glabella
20 units • Dr. Blake • $480 • Excellent result
Jun 15, 2026
Lip Filler — Juvederm Ultra 1ml
1ml HA filler • Dr. Blake • $650 • Patient very satisfied
Mar 22, 2026
Chemical Peel — TCA 20%
Full face • Dr. Blake • $320 • Good result, smooth texture
Jan 10, 2026
Botox — Forehead
20 units • Dr. Blake • $480 • Standard result
Oct 5, 2025
Laser Hair Removal — Legs
3 sessions package • Dr. Chen • $1,200 • Session 1 of 3
Patient prefers to start conservatively with Botox dosing. Very satisfied with natural results. Schedule follow-up in 3 months. Consider recommending PRP treatment next visit.
Sep 9, 2026
Referred her colleague Sarah Kim. Mentioned she's interested in cheek filler consultation.
Aug 20, 2026
Excellent lip filler result. Patient very pleased. Will dissolve if any asymmetry noticed at 2-week check.
Jun 15, 2026
Consent Form
Sep 9, 2026 • PDF
Before Photos
Jun 15, 2026 • Images
After Photos
Sep 9, 2026 • Images
Medical Intake
Jan 10, 2025 • PDF
Treatment Plan
Sep 9, 2026 • PDF
Total Spent
$9,240
This Year
$3,240
Outstanding
$0
| Date | Service | Amount | Method | Status |
|---|---|---|---|---|
| Sep 9, 2026 | Botox 20u | $480 | Credit Card | Paid |
| Jun 15, 2026 | Lip Filler 1ml | $650 | Credit Card | Paid |
| Mar 22, 2026 | Chemical Peel | $320 | Cash | Paid |
| Jan 10, 2026 | Botox 20u | $480 | Credit Card | Paid |
Hi Isabella! Your appointment for Sep 9 at 9:00 AM is confirmed. See you soon! 🌸
Sep 7, 10:02 AM
Thank you! Looking forward to it 😊
Sep 7, 10:15 AM
Reminder: Please avoid blood thinners (aspirin, ibuprofen) for 48 hours before your treatment.
Sep 8, 9:00 AM
Got it, thank you for the reminder!
Sep 8, 9:22 AM
Thank you for visiting us today, Isabella! Your post-care instructions have been emailed. 💜
Sep 9, 11:30 AM
Patients
Lead Pipeline
Campaigns
Analytics & Performance
$68,400
Monthly Revenue
↑ 18% vs last month
34
New Patients
↑ 12 vs last month
42%
Conversion Rate
↑ 6pp vs last month
4.9
Patient Satisfaction
↑ 0.1 vs last month
$547
Avg. Revenue / Patient
↑ $48 vs last month
76%
Retention Rate
↓ 2% vs last month
Revenue Trend (6 months)
Patient Acquisition by Source
📱 Instagram38%
🗣 Referral29%
🔍 Google Ads18%
📧 Email Campaign9%
🌐 Organic Search6%
Campaign Performance Summary
| Campaign | Type | Reach | Leads | Conversions | Revenue | ROI |
|---|---|---|---|---|---|---|
| Summer Glow Package | 42,000 | 124 | 48 | $24,800 | 312% | |
| New Patient Intro Offer | Google Ads | 18,500 | 86 | 31 | $9,300 | 186% |
| Fall Refresh Newsletter | 3,200 | 42 | 18 | $7,400 | 144% | |
| Loyalty Reward SMS | SMS | 890 | 28 | 22 | $6,100 | 218% |