Patient flow, conversion, and capacity utilization
Patient Flow by Month
Conversion Funnel
YTD
Consult-to-Client Conversion
per provider · YTD
Lost Capacity
Cancellations & no-shows
Marketing & Acquisition
Ad spend and where new patients come from · Google Ads + Jane attribution
Spend vs Conversions
Google Ads · monthly
Patient Source Mix
Paid Search
Highlights
2026 YTD
Keyword Performance
Finance
QuickBooks P&L · accrual basis · 2026 YTD
Month-over-Month P&L
QuickBooks accrual · all therapists
Per-Provider Contribution
YTD · opex allocated by visit share
Each provider’s net contribution = collections − their compensation split − their visit-share of operating overhead. This is each provider’s true bottom-line contribution to the clinic.
Demo answers are pre-scripted from this sample data. In the live product, answers come from your clinic’s real numbers — with the Frankly team behind them.