How To Use KPIs And Simple Math To Plan Your Quarter

Most clinic owners set big top line goals but never back them with real numbers. Jeremy explains how to use eight simple KPIs to reverse engineer your quarter and make your revenue predictable instead of random. This is one of his most important solo episodes because it finally shows how to plan like a real business and not guess your way through Q1.

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What You'll Learn
• The eight KPIs that actually move revenue
• How to turn a monthly revenue goal into a specific leads target
• Why MRR and LTV matter more than people realize
• How to make your entire quarter a math equation instead of a hope
• How to use the PatchSystem AI calculator to plan your growth

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The Eight KPIs That Matter

Total leads per month
You should be able to answer this instantly. Leads are the fuel that runs the whole clinic.

Percent of leads that become patients
If you know this number you can predict exactly how many leads you need each month.

Monthly recurring revenue MRR
This is why payment plans beat paid in full. MRR makes your baseline revenue predictable and covers overhead.

Lifetime value LTV per patient
A simple estimate is fine. You just need to know what the average patient is worth.

Eval to package conversion rate
Track this for the clinic and for each provider. Seventy five percent is the minimum standard.

Percent of packages that continue into continuity
This KPI is gold. It drives MRR up. It drives LTV up. And it keeps schedules full.

Average time to complete the initial package
Closer to three months means higher session frequency and stronger schedules.

Average length of active care
How long does someone keep coming at least once a month. This shows true retention.

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Turning Your Revenue Goal Into a Math Equation

Quarterly revenue goal: 60k
Monthly revenue goal: 20k

If your MRR is 2k
Your new patient revenue target becomes 18k

If your LTV per patient is 2k
18k divided by 2k equals 9 new patients

If you convert 20 percent of leads into patients
You need about 50 leads to land 9 to 10 patients

Once you know the leads number you can reverse engineer everything
Ads
Workshops
Word of mouth
Organic reach
You assign a target to each source and the rest becomes execution instead of guessing

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The PatchSystem AI KPI Calculator

This tool lets you plug in
• Your revenue goal
• Your current MRR
• Your LTV
• Your conversion rate
• Your current monthly leads

It then tells you exactly how many more leads you need to hit your number
You can try it here
https://thepatchsystem.ai/

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Book a Free Strategy Call

If you want help setting up these KPIs or want a full walkthrough of your numbers with our team you can book a call here
https://thepatchsystem.com/demo-schedule