A consultation is only potential revenue until it becomes a paid treatment. Between the two sit a booking decision, a price conversation, and the gap before a client actually shows up — and at each step, leads quietly fall away. This dashboard turns consults from a black box into a managed funnel: how many were held, how many booked, how many completed, and which injectors and lead sources convert best.
What this report answers
How many consults turned into booked treatments, and how many of those into completed, paid ones? How often does a consult convert the same day — the most valuable outcome, since the client never leaves to "think about it"? Which injectors close consults, and which lead sources — Instagram, Google, referrals, walk-ins, existing clients, events — send consults that actually convert rather than just consults that show up? And what's the first-treatment revenue those conversions generate?
The metrics that matter
The funnel is built on integer stage flags — consult, booked, completed, same-day — so the counts step down cleanly and a completed treatment can never exist without a booking behind it. The headline cards are counts (the volume at each stage), while the conversion rate (completed over consults) lives on the trend line and the by-injector and by-source bars, where a rate is the fair comparison. Same-day conversion is broken out because it's both the highest-value path and a direct read on closing skill.
Why the data is trapped across the systems
Boulevard, PatientNow, Aesthetic Record, and AestheticsPro record consults and treatments, but they don't natively stitch a specific consult to its eventual treatment and lead source to produce stage-over-stage conversion. The consult lives in the calendar, the treatment in the ticket, and the lead source in a CRM field or a marketing tool — so the funnel that tells you where leads stall has to be assembled, which is exactly what this template does.
How to read it
Read the funnel shape first: a sharp drop from booked to completed points to no-shows or cold feet after the consult, while a drop from consult to booked points to the consult itself — pricing, fit, or follow-up. The by-source bars separate channels that send convertible consults from those that just send foot traffic, so marketing spend follows conversion, not clicks. The by-injector bars make closing skill coachable.
The sample on this page uses entirely synthetic consult and conversion data — no real leads or patient information.
Metrics it tracks
| Metric | What it means |
|---|---|
| Consult Count | Consultations held in the period — the top of the funnel. |
| Booked-Treatment Count | Consults that converted to a booked treatment appointment. |
| Completed-Treatment Count | Consults that converted all the way to a completed, paid treatment. |
| Same-Day Conversion Count | Consults that became a treatment the same day — the highest-value outcome. |
| First-Treatment Revenue | Revenue from the first treatment across converted consults. |
Used by: Practice manager and front desk
Frequently asked questions
What is a good consult-to-treatment conversion rate for a med spa?
It varies by service and lead source, but consult-to-treatment conversion is one of the most watched growth metrics in aesthetics. The point of tracking it isn't a single benchmark — it's seeing where the funnel narrows (consult to booked, or booked to completed) and which injectors and channels convert best, so you fix the specific leak.
Why track same-day conversion separately?
A same-day conversion means the client treated at the consult instead of leaving to think it over, which is both the highest-value outcome and the cleanest read on an injector's closing skill. Breaking it out shows which providers and which services are closing in the room versus losing momentum after the visit.
Can I see which lead sources actually convert, not just which send leads?
Yes. The by-source views show conversion rate, not just consult volume, so a channel that sends many consults that never book is easy to tell apart from one that sends fewer, higher-intent consults. That lets marketing spend follow conversion rather than raw traffic.
Build this report on your own data
Clone this Med spas template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →