Which location is actually pulling its weight

Once a clinic runs more than one location, questions naturally start being asked in comparative terms — is the new site ramping up the way the original one did, is a quieter-feeling location actually behind on revenue or just differently paced, does one site's appointment volume justify its staffing. Performance by Location exists to answer those questions with numbers side by side, rather than impressions gathered from whoever happens to visit each site most often.

The report is deliberately simple: one table, one filter, every location in your clinic represented as a row. That simplicity is the point — it's meant to be the first place you look when comparing sites, before drilling into a single location's detail using other reports filtered down to it.

At a glance
  • One table compares every location on revenue, appointment volume, and completion rate
  • Filters by date range only — location itself is the dimension being compared, not a filter
  • Completion rate is what separates a busy-but-inefficient location from a genuinely high-performing one
  • Still works with a single location, just with one row
Performance by Location report
The Performance by Location report showing the date range filter, the three KPI tiles, and the By location comparison table with completion rate.

Filter

  • <strong>Date range</strong> — the period each location's figures are calculated over. There's no location filter here, since location is the dimension the report is built to compare rather than narrow down.

KPI tiles

  • <strong>Locations</strong> — how many active locations are included in the comparison.
  • <strong>Total revenue</strong> — combined revenue across all locations in the period.
  • <strong>Total appointments</strong> — combined appointment volume across all locations in the period.

Reading the by-location table

Revenue and appointment counts on their own can be misleading in either direction — a location can look busy purely because it has more scheduled appointments while actually completing fewer of them than a quieter-looking site. Completion rate, the share of scheduled appointments a location actually completed, is what corrects for that. A location with high volume but a weak completion rate has a cancellation or no-show problem worth investigating with Cancellations & No-Shows filtered to that site, not a demand problem.

LocationRevenueAppointmentsCompletion rate
Location nameRevenue recorded at that location in the periodTotal appointments scheduled at that locationCompleted appointments as a percentage of scheduled

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