Sleep Clinic Profit Tracker Excel for your practice — services and pricing, a appointment log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month actually made…
About this template
Sleep Clinic Profit Tracker Excel for your practice — services and pricing, a appointment log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month actually made money. Built for sleep clinic owners and practice managers who need to know, patient by patient and appointment by appointment, what the plan is really worth per appointment — without accounting software. If a plan is eating hours at a discount rate, this workbook shows it before the next plan.
$49
Excel & Google Sheets template — instant download on Etsy
Services and Pricing — patient, sleep care plan, monthly fee, appointments per month, effective rate, add-on revenue, and total monthly revenue for every patient. Change a fee and the rate and totals update.
Appointment Log — date, patient, task, hours, hourly rate, amount, and whether it was billable for every appointment. Plan rates are pulled from sheet 1 by formula; add-on appointments are priced per appointment.
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 Appointment Log.
Dashboard — total revenue, patients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest patients, revenue by patient, costs by category, and hours by patient.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Sleep Clinic 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 Sleep Clinic Profit Tracker track?
The Sleep Clinic Profit Tracker tracks Services and Pricing; Appointment Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 patients; monthly fees 16,470; add-on revenue 1,285; total revenue 17,755.
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.