Small Clinic Capacity, Utilization & Revenue Dashboard
Track provider appointments, utilization rates, and revenue per visit. Free .xlsx with formulas.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Completed Visits (YTD)", "Average Provider Utilization Rate" and "Average Revenue per Visit" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps small clinics monitor appointment capacity, provider utilization, and revenue per visit across all clinicians. Enter each completed appointment with date, provider, visit type, scheduled and actual visit counts, and revenue collected to populate the dashboard metrics. Use the KPIs and comparison bars to quickly identify underutilized providers, peak visit types, and overall financial performance. Review the data regularly to optimize scheduling, staffing, and pricing decisions.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Completed Visits (YTD)" and "Average Provider Utilization Rate"
- Make faster decisions based on "Average Revenue per Visit"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Completed Visits (YTD)
- Average Provider Utilization Rate
- Average Revenue per Visit
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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