Retail is the highest-margin, lowest-effort revenue in a med spa: a client is already in the chair, already trusts the provider's skin recommendations, and medical-grade product carries strong margin. Yet retail attach is wildly inconsistent — some providers sell product every visit, others almost never — and the difference rarely gets measured. This dashboard tracks attach rate, retail revenue, and product margin by provider, category, and brand.
What this report answers
How often does a service visit also include a retail purchase, and how does that attach rate vary by provider? How much retail revenue are we generating, and how much does the average visit contribute? Which product categories — medical-grade skincare, sunscreen, retinoids, cleansers, supplements, devices — drive the revenue, and which brands carry the margin? And after cost of goods, how much gross profit is retail actually adding?
The metrics that matter
Retail attach rate is retail visits over total visits — the behavioral metric that, more than any other, predicts retail revenue. Retail revenue per visit blends that into a single number you can trend. On the margin side, gross margin rate is revenue minus COGS over revenue, and gross profit is the dollar contribution; reading them by category and brand shows which products are worth the shelf space and which are low-margin volume.
Why the data is trapped across the systems
Boulevard, Square Appointments, Mangomint, and AestheticsPro ring up retail at checkout, but attach rate — retail tied to a service visit, by provider — isn't a native report, and cost of goods often lives in a separate inventory tool or a spreadsheet entirely. So owners can see a retail sales total but not whether a specific provider attaches product to visits, nor what margin a category truly earns after COGS, which is the gap this template closes.
How to read it
Attach rate by provider is the headline and the most coachable number on the page — the spread between your best and worst attacher is almost always large, and closing it adds high-margin revenue with no new appointments. Read gross margin rate by category to protect mix toward the products that pay, and use the revenue-versus-COGS bar to spot categories that move volume but contribute little profit.
The sample on this page uses entirely synthetic retail and visit data — no real sales or patient information.
Metrics it tracks
| Metric | What it means |
|---|---|
| Retail Attach Rate | Visits with a retail purchase ÷ total visits — how often a service visit also sells product. |
| Total Retail Revenue | Retail product revenue across all visits in the period. |
| Retail Revenue per Visit | Retail revenue ÷ total visits — the blended retail contribution of every visit. |
| Retail Gross Margin Rate | (Retail revenue − retail COGS) ÷ retail revenue — the margin product sales add. |
| Retail Gross Profit | Retail revenue minus retail cost of goods — the dollars retail contributes to the bottom line. |
Used by: Owner and aestheticians
Frequently asked questions
What is retail attach rate for a med spa?
Retail attach rate is the share of service visits that also include a product purchase. It's the single best predictor of retail revenue and one of the most coachable numbers in a clinic, because the gap between your highest- and lowest-attaching providers is usually wide and entirely addressable.
What is a healthy retail gross margin for medical-grade skincare?
Medical-grade skincare and related retail typically carry strong gross margins after cost of goods, which is why retail is such efficient revenue. This report computes gross margin rate as revenue minus COGS over revenue, broken down by category and brand, so you can see exactly which products are paying their shelf space.
Why can't I see retail attach in my POS reports?
Most aesthetics POS tools report a retail sales total but don't natively tie product purchases to a service visit and provider, and cost of goods often lives in a separate inventory tool. Attach rate and true product margin therefore require joining sales, visits, and COGS — which is what this template assembles.
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.
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