Overview
Wellness Code consolidated performance snapshot
CFO Insights & Notes
Loading insights...
Combined Profit Target
$0
of $600K annual
Sunnyvale Profit Target
$0
of $300K annual
Sachse Profit Target
$0
of $300K annual
Active Patients
—
—
Retention Rate
—
—
Avg Rev/Patient EST.
—
—
Cash (Combined)
—
—
Marketing
Meta ad performance and cost-per-lead trends
Weekly Ad Spend
—
—
Avg Cost Per Lead
—
—
Ad Spend by Location
Cost Per Lead Trend
Patients
Prospyr patient growth and retention metrics
Active Patients
—
—
Retention Rate
—
—
Avg Rev/Patient EST.
—
—
Patient Growth
P&L
Profit & loss from QuickBooks — MSO + PLLC combined
YTD Net Income
—
vs $600K target
YTD Revenue
—
MSO + PLLC combined
YTD Expenses
—
All operating expenses
Gross Margin
—
After COGS
Combined P&L — MSO + PLLC
| Account | Jan 2026 | Feb 2026 | YTD |
|---|---|---|---|
| Loading P&L data... | |||
MSO — Wellness Code MSO, LLC
| Account | Jan | Feb |
|---|---|---|
| Loading... | ||
PLLC — Wellness Code, PLLC
| Account | Jan | Feb |
|---|---|---|
| Loading... | ||
Cost Allocation by Location (Data-Driven)
| Metric | Sunnyvale | Sachse | Combined |
|---|---|---|---|
| Loading... | |||
Cash & Cards
Chase checking balance and AMEX card profiles
Cash - PLLC (Chase)
Target: $150K
Cash - MSO (Chase)
Target: $150K
AMEX - PLLC
Amex Platinum
AMEX - MSO
Amex Green
AMEX by Entity
Company Scorecard
Week-on-week KPI tracking — all locations
Data Sync Status
Monitor data source sync schedules and trigger manual syncs
| Data Source | Schedule | Last Sync | Status | Message | Action |
|---|---|---|---|---|---|
| Loading sync status... | |||||
Sync Activity Log