Marketing ROI
The Marketing ROI module tracks how your marketing budget translates into actual patients. It connects ad spend, call tracking, and web forms to your appointment data — giving you a clear view of what's working and what's wasting money.
What's Inside
| Page | What It Covers |
|---|---|
| Leads Generated | Inbound contacts from prospective patients across all channels |
| New Patients Scheduled | First-time appointments booked from marketing leads |
| New Patients Seen | Completed first visits — the final conversion step |
| Cost Metrics | Cost per lead, cost per patient, and marketing spend efficiency |
The Patient Acquisition Funnel
Marketing ROI follows every dollar through four stages:
| Stage | Key Question |
|---|---|
| Leads Generated | How many people are responding to our marketing? |
| New Patients Scheduled | How many leads convert into appointments? |
| New Patients Seen | How many scheduled patients actually show up? |
| Cost Metrics | What are we paying to acquire each new patient? |
📘 Review these metrics together as a funnel. A high lead count with low scheduled appointments usually signals a front-desk or follow-up issue — not a marketing problem.
How Data Flows In
All In One automatically pulls data from your connected marketing sources:
- Google Ads — Search, display, and local services campaigns
- Meta / Facebook Ads — Facebook and Instagram campaigns
- Call tracking — Tracked numbers assigned to campaigns (via CTM, CallRail, Invoca, or Twilio)
- Web forms — Form submissions on your website
- Organic search — Traffic from Google Search Console
Leads are de-duplicated, matched against your existing patient records, and tracked through scheduling and check-in. No manual data entry required.
⚠️ Make sure every marketing channel uses a unique tracking number or UTM parameter. The more accurately you tag your sources, the more useful your cost metrics become.
Multi-Channel Dashboard
The Marketing ROI dashboard provides channel-specific views:
- Overview — All channels combined
- Google Ads — Campaign-level metrics, cost per acquisition, conversions
- Meta Ads — Facebook/Instagram campaign analytics and ad spend
- LSA (Local Services Ads) — Local services performance and lead generation
- Organic — Organic traffic metrics and keyword performance
Each view includes date filtering and period-over-period comparisons.
Getting Started
- Connect your marketing sources under Settings > Integrations
- Verify tracking numbers and UTM parameters are assigned to each channel
- Allow 30 days of data collection for meaningful trends
- Review the Cost Metrics dashboard to identify your best and worst channels
How It Connects to Other Modules
- Scheduling — Appointment data feeds into lead-to-patient conversion tracking
- Call Intelligence — Phone call data is used for lead attribution and source tracking
- Forms — Web form submissions are captured as leads