Assessment consultation conversion rate calculator
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Every assessment costs time and, often, advertising. Knowing how many become a procedure is the most valuable data point in your sales operation. The calculator shows the conversion rate and the financial value of each extra percentage point.
Your data stays in your browser. The starting values are a hypothetical example.
What does each field mean?
| Field | What to enter |
|---|---|
| Assessments in the month | How many assessment consultations you held. |
| Assessments that became a procedure | How many closed, within the time window you defined. |
| Average ticket | Average value of the closed procedures. |
| Improvement you want to test | Extra percentage points you want to simulate. |
How is the calculation done?
- Conversion rate = closings ÷ assessments.
- Closed revenue = closings × ticket.
- Rate with improvement = rate + percentage points.
- Extra procedures = assessments × percentage points.
- Extra revenue = extra procedures × ticket.
Worked hypothetical example
Hypothetical example: 50 assessments, 18 closings, a ticket of R$ 1,800.00 and a tested improvement of 5 points.
| Step | Calculation | Result |
|---|---|---|
| Conversion rate | 18 ÷ 50 | 36% |
| Closed revenue | 18 × 1,800 | R$ 32,400.00 |
| Assessments without a closing | 50 minus 18 | 32 |
| Rate with the improvement | 36% + 5 points | 41% |
| Extra procedures | 50 × 5% | 2.5 |
| Extra revenue | 2.5 × 1,800 | R$ 4,500.00 |
What time window should you use to count a closing?
High-ticket procedures rarely close on the same day. The patient thinks it over, talks to family, compares. Set a fixed window, such as 30 days from the assessment, and count as a closing anyone who paid or booked with a deposit within that interval. If you count different windows each month, the rate swings even though nothing has changed. Also note the date of the first follow-up contact: patients who get a kind follow-up after the assessment tend to decide with more confidence.
How do you use the result?
Use the rate in the monthly goal calculator, which works out how many assessments the goal requires. To understand the cost of each assessment, see the CPL and the CAC. To present the plan better, read how to increase plan acceptance and patient objections.
Frequently asked questions
What is the consultation conversion rate?
It is the proportion of assessments that end in a closed procedure, within a time window you define, such as 30 days.
What is the ideal conversion rate?
There is no universal number. Compare yourself month over month and against what your structure needs to reach its goal.
How do you improve conversion without pressuring the patient?
By presenting the plan clearly, showing the illustrative simulation, explaining risks and costs, and giving time to decide.