HMA · Free tool for Clinics & Hospitals

Clinic Dashboards
Marketing, Operations & Leads, in one free kit

Three ready-built Google Sheets dashboards, made for independent clinics: track marketing ROI, daily operations, and every patient lead, without hiring an analyst or building a single formula yourself.

3 dashboards, 1 download Google Sheets, no software to install Set up in under 15 minutes

Get instant access

Takes 20 seconds, and the dashboards land straight in your inbox.

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What's inside

One kit, three dashboards

Each one is a separate Google Sheet, pre-built with formulas and color-coded input cells. You only ever type into the highlighted fields.

Update monthly

Marketing Dashboard

See exactly where leads and revenue come from, by channel.

  • Website & SEO traffic, ranking trends
  • Leads by channel: WhatsApp, calls, GMB, chatbot
  • Paid ads: spend, clicks, cost per lead
  • Marketing spend vs. revenue & ROI
Update daily

Operations Dashboard

Know your no-show rate, wait times, and revenue, per doctor, per day.

  • Appointments scheduled vs. completed
  • No-show rate & capacity utilization
  • Average wait & consult time
  • Automatic alerts when targets are missed
Update as leads arrive

Patient Lead Management

Track every enquiry from first message to booked appointment.

  • Lead source, status & follow-up tracking
  • Conversion rate & revenue per lead
  • Paid vs. organic ROI calculator
  • Weekly performance & pipeline value
01

No formulas to build

Every calculation, ROI, conversion rate, no-show rate, is already set up. Just enter your numbers.

02

Built for independent clinics

Sized for a single-location practice, not an enterprise hospital system.

03

Works in Google Sheets

Nothing to install. Share it with your front desk in one click.

04

Comes with a user manual

A short guide walks your team through every tab, so onboarding takes minutes.

Everything updates itself

Fill in the light-green cells; the totals, charts, and alerts recalculate instantly. Your dashboard is always one glance away from up to date.

  • ✓ Color-coded cells so your team always knows where to type
  • ✓ Monthly and daily views, depending on the dashboard
  • ✓ Automatic alerts when a metric misses target
  • ✓ No add-ons, plugins, or subscriptions required

Common questions

Before you download

Is this really free?

Yes. All three dashboards and the user manual are free. We only ask for your details so we can send the files and keep you posted on new free tools.

Do I need any technical skills?

No. If you can type into a spreadsheet, you can run this. Everything else, formulas, charts, alerts, is already built in.

Can my whole team use it?

Yes, share the Google Sheet with your front desk, doctors, or marketing team the same way you'd share any Google Doc.

What if I want help customizing it?

HMA can tailor the dashboards to your clinic's specialties and set up automated data entry. Reach out after you've had a look.

Get all three dashboards, free

Marketing, Operations, and Patient Lead Management, plus the user manual, delivered straight to your inbox.

Get the free dashboards
Also from HMA
Rx Inflow · Healthcare CRM for Clinics

Turn more patient interest into real appointments

If you're looking for an AI-powered system to manage your patient leads, automate operational tasks, and get clear, measurable ROI from your marketing activities, Rx Inflow is built for you.

All Lead Source Channels
Revenue Pipeline Tracking
Patient CRM Pipeline
Lead to Revenue Clarity Dashboards
Appointment Calendar
Patient Reactivation Emails*
Follow-up Reminders on Google Tasks
Monthly Reports Directly in Your Inbox*

*Available on select Rx Inflow plans.

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