Hospital InformationWhat is the hospital's name?*Date of Delivery to Client*MMMM123456789101112DDDD12345678910111213141516171819202122232425262728293031YYYYYYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Finance & Analytics ScorecardFinancialPractice Revenue Growth Pass Fail TBD <$2.5M: 10%+ Growth over prior year >$2.5M: 8%+ Growth over prior year NotesDiscounting Pass Fail TBD Less than 5% of net revenueNotesGross Margin (Revenue less COGS) Pass Fail TBD Above 75%NotesOPEX Margin (Operational expenses as % of revenue) Pass Fail TBD Less than 62%NotesEBITDA Margin (Includes owners salary) Pass Fail TBD Minimum 15%NotesFinancial Statement timeliness Pass Fail TBD Books should be closed out by the 20th of the following month, not counting year-end close out.NotesChart of Accounts Pass Fail TBD Sufficient detail in variable expense, and other operating expenses and proper coding of accounts.NotesOperationalPractice Average Transaction Charge Pass Fail TBD $200 per transaction (Under $2.5 Million in Revenue). $235 per transaction (Over $2.5 Million in Revenue). Total revenue divided by total transactions for the same period of time. NotesRevenue per FTE Pass Fail TBD $150k (Includes DVMs and all support staff)NotesFTE per DVM Pass Fail TBD Under 4.5 FTE per DVM FTENotesRevenue Per DVM Pass Fail TBD $750K per DVM. Total revenue for the year divided by the FTE DVM count for same period of time.NotesRevenue Per Square Foot (SqFt) Pass Fail TBD $750 per square footNotesRevenue Per Exam Room Pass Fail TBD $550k per exam roomNotesNumber of Transactions Per DVM Pass Fail TBD 3800 transactions per DVM. Total transactions for the year divided by FTE DVM count.NotesRevenue Category Detail Pass Fail TBD Sufficient detail in Revenue categories for benchmarking and easy identification of revenue centers.NotesNew Client Growth Pass Fail TBD 20 per FTE DVM/MoNotesNew Client Average Annual Spend Pass Fail TBD Above $575 per new client (Under $2.5 Million in Revenue). Above $690 per new client (Over $2.5 Million in Revenue). Average Spend by New Clients over past 12 months.NotesPercentage of Revenue from New Clients Pass Fail TBD Between 15% to 25%NotesActive Population Growth Pass Fail TBD Active population growing over the trailing 12 monthsNotesPlan of ActionGoal #1Goal #2Goal #3Objective #1Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityObjective #2Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityObjective #3Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #4Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #5Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #6Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #7Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #8Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #9Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #10Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityOnly press “Submit” once everyone on team has submitted their scorecards, notes and objectives. Otherwise click ‘save and continue’ in bottom right to save your work.Unique ID Form Sections Analytics Plan