FAQ Videos

What gets measured, gets managed. This video breaks down the key metrics your agency should track to assess ROI: revenue per client or visit, caregiver turnover rates, client satisfaction and more. Understanding these metrics helps you steer smarter, faster and more profitably.

Who we empower every day

By Role

• Performance Director — Tracks KPIs like revenue per visit, overhead per caregiver, and payer-mix profitability to guide strategic decisions.
• Metrics & Insights Lead — Builds dashboards that surface cost drivers and growth opportunities for leadership review.
• Client Retention Manager — Monitors satisfaction and referral metrics to understand how trust and service quality translate into growth.

By Persona

• The Agency Owner Focused on Financial Health — Wants clarity on what’s driving profits and where margin leaks exist.
• The Financial Analyst — Needs accurate data to model ROI, forecast growth and justify investments.
• The Client/Family Relations Lead — Accepts that high satisfaction means longer engagements, more referrals and strong ROI.

When you measure the right things with precision, ROI isn’t abstract—it becomes visible, actionable and steadily improving.