Most multi-clinic owners run the group from a stack of per-site reports that never line up — and PE consolidators demand a standardized cross-clinic scorecard that those reports can't produce. The executive scorecard is the antidote: one screen with the headline metric from every pillar, one row per clinic, so the strong and struggling sites are obvious at a glance.
What this report answers
The scorecard page is a matrix with one row per clinic, showing every pillar headline side by side — total production revenue, production per DVM-hour, appointment fill rate, reminder compliance rate, collection rate, and gross margin — with group-wide rollups on top and conditional formatting flagging the clinics below target. The trend-and-ranking page tracks group production over time and ranks clinics on production efficiency, fill rate, and the collection-rate-versus-margin trade-off.
The metrics that matter
The scorecard deliberately uses rate-based metrics — production per DVM-hour, fill rate, reminder compliance, collection rate, gross margin — so a large flagship clinic and a small satellite can be compared on the same footing. The gap between the best and worst clinic on any single rate is usually the biggest, most addressable opportunity in the group: a site that's strong on production but weak on collection has a billing problem, not a clinical one, and the scorecard makes that diagnosis in one row.
Why the data is trapped across the systems
Each clinic's data lives in its own PIMS instance — sometimes different systems entirely across an acquisitive group: one site on Cornerstone, another on ezyVet, a third on Pulse. There is no native cross-clinic, cross-pillar view; producing it means exporting production, scheduling, reminders, payments, and inventory from every site and conforming them into one model. That standardization problem is exactly why owners and consolidators can't get this scorecard out of the box.
How to read it
Scan the matrix column by column to find the metric where one clinic lags the others — that's a targeted fix, not a group-wide initiative. Read across a single clinic's row to diagnose it: strong production but weak collection, or full schedule but low margin, each points to a different report to open next. Use the ranking page to track whether the laggards are closing the gap week over week.
The sample on this page uses fully synthetic data — anonymized clinic ids and made-up dollars, no real financials.
Metrics it tracks
| Metric | What it means |
|---|---|
| Total Production Revenue | Sum of gross production revenue across all clinics — the money-pillar headline. |
| Production per DVM-Hour | Production ÷ doctor-hours across clinics — a SUM/SUM ratio. |
| Appointment Fill Rate | Booked slots ÷ available slots across clinics — a SUM/SUM ratio. |
| Reminder Compliance Rate | Reminders converted ÷ reminders sent across clinics — a SUM/SUM ratio. |
| Collection Rate | Payments collected ÷ charges billed across clinics — a SUM/SUM ratio. |
| Gross Margin | Service margin dollars ÷ service revenue across clinics — a SUM/SUM ratio. |
Used by: Practice owners and regional ops leads for small multi-clinic groups needing every pillar's headline metric on one screen, one row per clinic
Frequently asked questions
What KPIs belong on a multi-clinic veterinary scorecard?
The headline set spans every pillar: total production revenue, production per DVM-hour, appointment fill rate, reminder compliance rate, collection rate, and gross margin. Putting all six on one row per clinic lets an owner or regional lead diagnose any site at a glance and spot which report to open next.
How do I compare clinics of different sizes fairly?
Use rate-based metrics — production per DVM-hour, fill rate, reminder compliance, collection rate, gross margin — rather than raw totals, so a large flagship and a small satellite sit on the same footing. The scorecard is built around these ratios for exactly that reason, with conditional formatting flagging the sites below target.
Can I build this across clinics running different PIMS?
Yes — that's the hard part this template is built for. Export the core metrics from each site's PIMS, even if they're on different systems (Cornerstone, ezyVet, Pulse), and use this as a template; we conform them into one model. The sample uses synthetic data, so there are no real financials here.
Build this report on your own data
Clone this Vet clinics 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 →