Format: Excel
 
Who is it for?
ABA Business Owner or Business Operations Manager
 
What is it for?
This spreadsheet tracks key metrics across the client journey, including inquiries, intakes, discharges, and reasons for discharge. It provides visibility into the client pipeline, highlights trends in growth and attrition, and supports data-driven decisions for staffing, capacity planning, and overall business performance. 
 
What does it include?
It has three major spreadsheets and a sample for each spreadsheet to illustrate the data analysis. 
Inquiry Stats: Users enter inquiry data by payor type and source. The tab automatically analyzes inquiry volume and interest levels by payor, as well as distribution across months. Built-in graphs provide clear visualizations to support trend monitoring and decision-making.
Intake & Discharge: Users record monthly intake and discharge data. The tab automatically calculates the annual net gain in clients and generates graphs to display monthly intake and discharge trends, providing a clear view of client flow over time.
Discharge Reasons: Users record monthly discharges along with the reason for each. The tab analyzes the number of discharges per month and generates graphs that display both monthly discharge trends and the distribution of discharge reasons.