Veterinary Practice Overview Report

Veterinary KPIs made easy. The metrics you need to stay one step ahead.


Stunning visuals tell you the full story

POR charts and graphs are beautiful and easy to interpret. Instantly and consistently see the story your data is trying to tell you.


Work smarter, not harder

Save your time and your sanity each month. Stop struggling to get data out of your PIMS. Our algorithms serve you accurate reporting.

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Track the health of your practice in 3 key areas:

Patient Activity Metrics

Is your veterinary practice growing? Are you adding patients faster than losing them?

Most practices track their new patients each month, but are you tracking patients lost as well? Similar to your bank account, your “patient balance” at the end of each month should be growing.


What is your 12-month active client and patient trend?

Are you trending up or down this year? And how does that compare to the previous 12 months? A negative net change indicates a shrinking patient and client base.

Are you serving more patients? Are you providing the best care?

Looking at the number of invoices or ACT may not answer these questions if you consider multiple visits from the same patient, retail purchases, pharmacy refills, and $0 services like a suture removal.

Easily compare the number of unique patients treated in your practice each month, and the average revenue earned from each unique patient.

Do your recommendations decrease when you get busy? Strive to provide comprehensive care to more patients so that you can work smarter, not harder.


Do you have a leaky bucket? Can you pinpoint the cause?

Easily monitor and catch patients before they lapse.

Detailed reports show lapsing and lapsed patients. An appendix listing client information for lapsed patients provides a clear path for taking action.

Revenue Metrics


What is your gross revenue this year compared to last year?

Stay on top of your gross revenue trends and goals with clear metrics.

Monitor gross revenue throughout the year and easily compare it to last year. Vetsource customers also get a comprehensive view of pharmacy revenue in one convenient report. See in-clinic and Vetsource revenue broken out by month and year to date.

Where are your dollars coming from?

Analyzing revenue earned in each service category gives you a clear understanding of what is actually happening in your practice.

Benchmarks for each category allow you to compare your performance against thousands of other VetSuccess practices nationally.


Can you benchmark apples-to-apples?

The industry-endorsed AAHA/VMG Chart of Accounts enables better benchmarking. And now instead of reclassifing every PIMS code, VetSuccess can do the heavy lifting for you!

Our proprietary mapping tool will align your revenue codes behind the scenes without changing a single code. Use the Chart of Accounts Appendix to review code classification and metrics to gauge revenue over time.

Customer Service Metrics

Are you setting your practice up for success?

The best way to ensure that your clients continue to come in regularly is to book their next appointment before they leave.

It’s no secret that what gets measured gets done. Set goals with your staff to increase forward booking and report progress on a regular basis.


Are you meeting your client’s expectations? Are you creating loyal fans?

You’re tracking new clients each month, but are you tracking how many of them return for a second visit? How do you know if they’re happy with their experience? How do you know if you’re attracting the right new clients?

Ensure that you're on the right track by analyzing your bonding rate, the percent of clients who return to your practice.

All this and much more in this powerhouse report!