Your month, in one place.
Dex pulled the numbers, ran the comparisons, and wrote this up on the 1st — so you can open it between patients on the 2nd. Every figure is clickable back to the source in your Moxie Suite. Takes about 5 minutes to read.
Monthly Snapshot
March in one paragraph
Net revenue landed at $191,240, reaching 104% of your $185K goal — driven by a strong neuromodulator month ($96K, 55% of service revenue) and a one-off Mother's Day prepay push ($14K). Average ticket held at $612 (124% of target) with a healthy client mix of 68% existing / 32% new across 312 appointments. Rebook rate improved slightly to 51% (from 48%) — directionally right but still 19 pts below the similar-practice benchmark of 70%+; every point you close = ~$1.1K/mo. 180-day retention sits at 55%, above baseline but 13 pts under the 68% target. Performance is concentrated: you (Lauren) drove 79% of revenue at 84% utilization, while Priya is running at 41% utilization despite $528/hr rev-per-hour when booked. This is the single biggest lever you have: shifting 12 hrs/week of Botox from your calendar to Priya's would unlock ~$25K/mo incremental revenue and ~12 hours of strategic time back to you. Membership grew by +4 net to 29 active — recurring MRR now $4,721, still under-indexed at 7% of patient base vs. similar-practice benchmark 25%.
Key Metrics
Monthly Net Revenue
$191,240
12.4% MoM
Total Appointments
312
8.7% MoM
Quarter to Date
$541,892
On pace
Revenue per Client
$1,824
4.8% MoM
% of Net Revenue Goal
+4pts MoM
Retention (180D)
flat MoM
Revenue Breakdown
Gross Revenue Sources
Prepayment Revenue
$48,612
Staff Performance
LM
Lauren Mitchell
Owner · Lead Injector
PN
Priya Nair, NP
Nurse Practitioner · Injector
JK
Jamie Kincaid
Patient Coordinator
MG
Maria Gutierrez
Esthetician
Revenue Contribution
Lauren · 79%
Priya · 17%
Maria · 4%
Membership Performance
Breakdown by Type
Membership
Active
New
Churned
Net New
MRR
Mitchell VIP ($249/mo)
18
+3
-1
+2
$4,482
Tox Club ($99/mo)
9
+2
0
+2
$891
Glow Pass ($49/mo)
2
0
0
0
$98
Service Mix
1st
Neuromodulator
55.1%
of total revenue
2nd
HA Dermal Filler
21.2%
of total revenue
3rd
Biostimulator (Sculptra/Radiesse)
8.4%
of total revenue
Gross Revenue by Service
Neuromodulator
$96,610 (55.1%)
HA Dermal Filler
$37,150 (21.2%)
Biostimulator
$14,720 (8.4%)
Laser / IPL
$9,810 (5.6%)
Microneedling + PRF
$7,290 (4.2%)
Chemical Peel
$3,110 (1.8%)
PDO Threads
$2,910 (1.7%)
Skincare (retail-linked)
$2,150 (1.2%)
Weight Mgmt (GLP-1)
$1,490 (0.8%)
Marketing Performance
First-Visit Campaign ROI
For every $1 spent on marketing, this practice generated $3.20 in new patient revenue.
Mother's Day gift-card campaign drove 81% of new-patient revenue in March. Instagram creator collab with @scottsdale_skin (17.2K followers) brought in 14 qualified leads at $22/lead.
3.2×
Above Goal · 3× target
Ad Spend
$4,820
Monthly budget
New Patient Leads
72
From campaigns
Appts Booked
41
New patients
Appts Completed
38
First visits
New Patient Revenue
$15,432
Attributed to marketing
Est. Booked Revenue
$28,614
Pipeline from bookings
Key Metrics
3.2×
First-Visit ROI
Above Target
Goal: 3×
57%
Lead → Booking Rate
Above Target
Goal: 15%
$376
First-Visit AOV
New patients from campaigns
$67
Cost per Lead
Ad spend / leads
Funnel Conversion Analysis
Lead → Booked
57%
41 booked
Booked → Completed
93%
38 completed
End-to-End
53%
38 patients from 72 leads
Moxie Supplies Savings
This Month
$24,180
spend
$7,814
est. savings
Last 3 Months
$71,420
spend
$22,410
est. savings
Year to Date
$71,420
spend
$22,410
est. savings
All Time
$412,920
spend
$134,840
est. savings
Last 3 Months by Vendor
Vendor
Spend
Est. Savings
Savings %
Allergan (Botox + Juvederm)
$38,420
$11,920
31.0%
Galderma (Dysport + Restylane)
$14,210
$5,120
36.0%
Merz (Xeomin + Radiesse)
$9,680
$3,480
36.0%
Revance (Daxxify)
$5,420
$1,360
25.1%
SkinMedica + SkinCeuticals
$3,690
$530
14.4%