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Strategies for Evaluating a Trailing KPI breaks down how private practice owners can use historical performance data to make smarter, more confident business decisions. In this Private Practice Survival Guide quick-tip episode, Brandon Siegel explains what trailing KPIs are, how they differ from leading indicators, and why metrics like revenue per session, collection rate, net profit margin, patient acquisition cost, and appointment arrival rates are essential for evaluating operational and financial health. 

You’ll learn how to identify meaningful trends, assess the effectiveness of past decisions, benchmark performance, and turn retrospective data into actionable strategy. Brandon also outlines a practical framework for selecting the right KPIs, avoiding data overload, leveraging practice management software, standardizing reports, and involving your team in KPI evaluation. If you want to reduce guesswork, improve cash flow, and build a clearer roadmap for long-term practice growth, this episode provides a practical, operator-focused approach to using trailing KPIs as a strategic advantage. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book