Cleinman Connect Podcast

[Growth] The Importance of Tracking Data, Using KPIs, and Having Accountability in Your Practice


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Meagan Staab is the Director of Client Support and Insights at Cleinman Performance Partners, a company that delivers business consulting and data-driven solutions for eye care practices. Under her leadership, Cleinman has developed benchmarking systems and client portals that help practices track 32 key performance indicators, with clients who engage regularly in data review seeing up to 8% higher growth. With over a decade of experience at Cleinman, Meagan has played a critical role in optimizing information management systems and fostering a culture of continuous improvement among clients and staff.

In this episode…

Too many practices are busy every day but still feel unsure about what’s actually driving their growth. Numbers are everywhere, dashboards are full, and yet decisions often come down to gut instinct instead of clarity. So how do you turn raw data into real momentum, and who keeps you accountable when things drift?

For Meagan Staab, the answer starts with looking at the right data, at the right level, on a consistent basis. Drawing from her experience as a data and analytics leader, she believes KPIs only matter when they’re simple enough to understand and broad enough to tell a full story. Rather than chasing dozens of disconnected metrics, she emphasizes reviewing a small, focused set that shows how different parts of the practice work together. She points out that one strong number can look impressive on its own, but patterns only emerge when you step back and view the entire picture. That’s where accountability comes in, creating the habit of reviewing, adjusting, and acting before small issues turn into bigger ones. When practices commit to that rhythm, data stops feeling overwhelming and starts becoming a tool for confident decision-making.

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Meagan Staab, Director of Client Support and Insights at Cleinman Performance Partners, to discuss the importance of tracking data, using KPIs, and building accountability into your practice. They break down how to choose meaningful KPIs, compare results to the right benchmarks, and use regular reviews and peer accountability to drive measurable growth.

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