Med Spa Profit Tracker Excel for your med spa — client plans, treatment log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for med spa…
About this template
Med Spa Profit Tracker Excel for your med spa — client plans, treatment log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for med spa owners who need to know, client by client and treatment by treatment, what the treatment plan is really worth per treatment — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before the next treatment plan.
$49
Excel & Google Sheets template — instant download on Etsy
Client and Treatment Plan — client, treatment plan, monthly fee, treatments per month, effective rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Treatment Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every treatment. Retainer rates are pulled from sheet 1 by formula; add-on treatments are priced per treatment.
Expenses — rent, supplies, software, marketing, insurance, licensing, and other overhead, with a monthly cost for each.
Monthly P and L — revenue, rent, supplies, software, marketing, insurance, licensing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Treatment Log.
Dashboard — total revenue, clients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Med Spa Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Med Spa Profit Tracker track?
The Med Spa Profit Tracker tracks Client and Treatment Plan; Treatment Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 clients; monthly fees 6,140; add-on revenue 770; total revenue 6,910.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.