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Reports: Clinic

The Clinic Report's five KPI tiles: average lifetime value (overall and by source) and average length of engagement, with formulas.

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Written by Alex Pogozo

What this report shows

The Clinic report (the Clinic Report) is a set of headline figures about the long-term value of your clients: how much an average client is worth to the business over their lifetime including overall and broken down by memberships, appointments and classes and how long an average client stays engaged with you. Use it for a high-level read on client value and retention.

How to open it

Reports → ClinicClinic.

What's on the page

This report is five KPI tiles, there's no table or chart:

  • Average Lifetime Value (All) = the average total a client has paid you.

  • Average Lifetime Value (Memberships) = the average value from memberships.

  • Average Lifetime Value (Appointments) = the average value from appointments.

  • Average Lifetime Value (Classes) = the average value from classes.

  • Average Length of Engagement = the average time, in days, a client stays engaged.

Filters and options

See Filters and date ranges for the available controls.

How the numbers are calculated

Average Lifetime Value

Each lifetime-value tile is a straightforward average of money paid, spread over the clients who actually paid.

Average Lifetime Value = total amount paid ÷ number of clients who paid more than $0

Only clients who have paid something (more than $0) are counted in the divisor, so clients who never paid don't drag the average down. The All tile uses every payment; the Memberships, Appointments and Classes tiles each use only the money paid for that source. If there's nothing to average, the tile is left blank rather than showing $0.

Worked example: $200,000 paid in total across 500 clients who each paid something → 200,000 ÷ 500 = $400 average lifetime value.

Average Length of Engagement

Average Length of Engagement = total engaged days ÷ number of distinct clients

For each membership, "engaged days" is the span from when the client started to their next payment date (for a recurring membership) or their expiry date (otherwise). Those days are added up and divided by the number of different clients to give an average number of days per client.

Worked example: 100,000 engaged days in total across 500 different clients → 100,000 ÷ 500 = 200 days of engagement per client on average.

Printing and exporting

See Printing and exporting reports for how print and export work and the 1,000-row PDF limit.

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