Most multi-location med spa owners run the business from a stack of spreadsheets that never quite line up — and when a PE buyer or broker comes calling, those same numbers have to stand up to scrutiny. The executive scorecard is the antidote: one screen carrying the headline metric from every pillar for the whole group, with every location lined up side by side on the same measures.

What this report answers

Across the group, what's net revenue, injector utilization, rebooking rate, MRR, CAC, and retail attach? And — the question that actually drives decisions — how does each location compare on those same metrics? The one-row-per-location matrix ranks every site, with below-target locations flagged, so the strongest and weakest are obvious at a glance. The gap between the best and worst location is usually the biggest, most addressable opportunity in the business.

The metrics that matter

Every comparison metric is a SUM-over-SUM ratio — utilization as productive over available minutes, rebooking as rebooked over total visits, CAC as spend over new clients, attach as attached over total visits — so a large location and a small one compare fairly on the same footing. Net revenue and MRR are the absolute totals; MRR carries extra weight because recurring revenue is what raises a valuation multiple, which is why exit-prep operators watch it by location.

Why the data is trapped across the systems

Each pillar's number lives in a different place — utilization in the schedule, rebooking in the visit history, MRR in memberships, CAC in the ad accounts, attach in the POS — and across multiple locations the problem multiplies. Boulevard, Mangomint, Aesthetic Record, AestheticsPro, and PatientNow each hold a piece per site. Assembling one comparable scorecard across pillars and locations is precisely the cross-system, multi-source work that no single platform does and that buyers expect to see.

How to read it

Read down the rollup cards for the group's health, then across the location matrix for dispersion. A location strong on utilization but weak on rebooking has a retention problem, not a capacity one; a location with low CAC but weak attach is acquiring but not maximizing each visit. The conditional formatting points you to the specific site-and-metric to coach next — and the scorecard's job is to tell you which detailed report to open.

The sample on this page uses entirely synthetic location and revenue data — no real financials or patient information.

Metrics it tracks

MetricWhat it means
Net RevenueNet revenue across all locations in the period.
Injector Utilization RateProductive minutes ÷ available minutes — how much expensive chair-time is producing.
Rebooking RateRebooked visits ÷ total visits — the leading retention indicator.
Membership MRRMonthly recurring membership revenue — the predictable, high-multiple revenue base.
Cost per New ClientMarketing spend ÷ new clients — blended acquisition cost.
Retail Attach RateRetail-attached visits ÷ total visits — high-margin product revenue per visit.

Used by: Multi-location aesthetic operator / owner

Frequently asked questions

What KPIs should a multi-location med spa owner track?

The headline set spans every pillar: net revenue and injector utilization (provider economics), rebooking rate (retention), membership MRR (recurring revenue), cost per new client (growth), and retail attach rate (service mix). The executive scorecard puts all of them on one screen and compares them across every location.

How should I compare locations fairly when they're different sizes?

Use rate-based metrics — utilization, rebooking, CAC, attach rate — built as SUM-over-SUM ratios rather than raw totals, so a large site and a small site sit on the same footing. The scorecard matrix is built around these ratios for exactly that reason, with net revenue and MRR shown as the absolute totals.

Why is this scorecard useful when preparing for a PE sale?

Buyers underwrite a multi-location aesthetic group on the same pillars — utilization, recurring MRR, retention, and acquisition efficiency — and they expect to see them per location, comparably. A clean scorecard built from synthetic-shaped, then real, data gives owners that diligence-ready view instead of a stack of mismatched spreadsheets.

Build this report on your own data

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