This article explains the Practice Growth dashboard — what each tile shows, what the four rates mean, and the goals to measure them against.
What it answers
Practice Growth is about conversion. Not how many people find you — that's the other dashboard — but what happens to the people who already have.
It follows the same journey your pipeline does: an inquiry arrives, they book a consult, they turn up, they become a client. Every tile is a measurement of one of those steps.
Set the date range first
The date range sits at the top right and governs every number on the page. Today, last week, last month, a quarter, or a custom range.
Set it before you read anything.
The counts
Four tiles count what happened in the period you've selected. Each shows a total, a trend line across the period, and a percentage comparing it with the period before — green when it's up, red when it's down.
New Leads — everybody who reached out to your practice, however they did it.
Inquiry Method — the same total, broken down by how they got in touch: a booked consult, your contact form, a phone call, an email inquiry, a missed call.
This one is worth more attention than it usually gets, because it tells you where to put your effort. A practice whose inquiries mostly arrive as direct consult bookings should be putting that booking link everywhere. One whose inquiries mostly arrive by phone needs somebody available to answer the phone. And a meaningful count of missed calls is telling you something about your cover, whatever the rest of the dashboard says.
New Clients — leads who became paying clients in the period. This is the number the whole system exists to move.
Total Consults Booked — consult calls booked in the period.
The four rates
Below the counts are four percentages. Each measures one step of the journey, and each has a goal written in the legend at the bottom of the dashboard.
Rate | What it measures | Goal |
Booking Rate | Of all the inquiries you receive, the percentage who book a free consult. | 70%+ |
Show Rate | Of the people who book a free consult, the percentage who actually attend. | 90%+ |
Consult Conversion Rate | Of the people who attend a free consult, the percentage who become paying clients. | 70%+ |
Direct Booking Rate | The percentage of new inquiries who book a first therapy appointment without a free consult first. | No fixed goal |
The goals aren't arbitrary — they're what a well-run therapy practice achieves, and they're worth treating as targets rather than averages.
Read the first three in order, because they're sequential. A poor booking rate is a problem before the call. A poor show rate is a problem between booking and the call. A poor consult conversion rate is a problem on the call itself. Knowing which of the three is low tells you where to look, and it's usually only one of them.
Direct Booking Rate is different, and deliberately has no goal. It counts people who skipped the consult entirely and booked a paid appointment. Whether that number should be high or low depends on how your practice works — a clinic taking insurance or working largely on word-of-mouth referrals will see far more direct bookings than one where every new client starts with a consult call. Watch it for changes rather than against a target.
The legend
The legend at the bottom of the dashboard defines each of the four rates and states its goal. It's there so nobody has to remember which way round a rate is calculated, and it's worth pointing your admin at the first time they open this page.
When a number looks wrong
Before reading anything into a figure, check the marking is being done. These rates are calculated from your pipeline, so a show rate can only be right if consult appointments are being marked Showed and No Show, and a consult conversion rate can only be right if leads who became clients are being marked Won.
An unusually low rate is very often an unmarked one.