01
Trust booked and collected revenue
Reconcile booking, payment, membership, and finance totals with agreed definitions.
How we deliver it
We document each calculation, validate totals, and surface known differences.Managed reporting for service businesses
Know what’s driving revenue.
We reconcile the booking, payment, membership, finance, and attribution data behind services, providers, teams, and locations—then keep the reporting reliable after launch.
Especially useful for med spas, aesthetics and wellness practices, studios, and other appointment-led or multi-location operators.
30 minutes. No prep required. Your Reporting Gap Map arrives within 2 business days.
Fictional reporting example
Weekly operating view
Refreshed
Collected revenue
$184k
Payments less refunds
Rebooking
64.8%
Eligible completed visits
Utilization
78.6%
Booked provider hours
No-shows
4.9%
Scheduled appointments
Collected revenue trend
8 weeksWeek 1Week 4Week 8
Collected revenue mix
Core services58%
Memberships27%
Retail and other15%
Reporting controls checked
Definitions and source totals stay visible.
Matched · Payment totalDocumented · Refund timingToday, 6:10 AM · Last refresh
Verified client feedback
“Working with Madison was easy breezy. She understood my end goal from the start and completed the project on time and on budget. I would hire her again without hesitation.”
Review for work delivered by Madison, MarinoDMC's analytics lead
View source on UpworkWhat changes
A reporting system your team can operate from.
One dependable management view replaces the recurring work of reconciling disconnected reports and debating which number is right.
02
See performance by service, provider, team, and location
Review service mix, utilization, retention, cancellations, and revenue at the right operating level.
How we deliver it
We build focused owner and manager views for single- or multi-location businesses.03
Keep reporting reliable after launch
Use weekly reporting without wondering whether a failed refresh or changed field made it stale.
How we deliver it
We monitor refreshes, repair routine defects, and maintain metric definitions.How it works
Built carefully. Kept reliable.
The work starts with operating decisions and agreed definitions—not a dashboard template or a blanket connector promise.
- Step 01
Scope the decisions
Agree on the questions, sources, definitions, access, deliverables, timing, and ownership before building.
- Step 02
Build and reconcile
Connect approved sources, reconcile definitions, validate source totals, and deliver the agreed management view.
- Step 03
Operate and improve
Monitor refreshes, diagnose failures, and complete the support and improvements included in the selected plan.
Start with the source types that matter.
Access, fields, refresh behavior, and data quality are confirmed during scoping. These categories are examples, not guaranteed integrations.
- Booking and POS
- Payments
- Membership and CRM
- Finance
- Scheduled exports
- Attribution when relevant
What you receive
A practical map of the first gap worth fixing.
The assessment is a working session, not a generic sales call. Within two business days, you receive a concise map of the sources, definition risk, validation work, and first scope we recommend.
Book a reporting assessmentSample Reporting Gap Map
Collected revenue by service and team
Decision being blocked
Which services and teams are actually driving collected revenue each week?
Sources involved
Booking and POSPayment processorFinance export
Definition risk
Booked revenue includes future appointments while the payment and finance totals include different refund timing, so the weekly reports cannot be compared reliably.
Recommended first scope
Define booked and collected revenue, reconcile one location, and deliver one weekly management view across services and teams.
Validation checks
- Tie collected revenue to approved payment totals
- Document refund, membership, and timing treatment
- Flag stale refreshes and unexplained source differences
Conclusion
Recommended first build
Reporting build from $3,000; typical delivery in two to four weeks after access and definitions are approved.
Boundaries: Business and operational data only. Source accounts remain client-owned. New sources or material model changes require a separate scope.
Choose the right reporting model
Managed reporting, without another platform to operate.
Managed reporting defines the numbers, reconciles source systems, automates refreshes, and keeps management dashboards reliable after launch. MarinoDMC provides that operating layer while your approved systems remain the source of record.
- Dashboard software
- Best when an internal owner can define metrics, reconcile totals, and monitor the output.
- Managed reporting partner
- Best when disconnected systems drive recurring decisions and the partner must define, reconcile, build, and support the reporting.
- Internal analyst
- Best for continuous, changing analysis when the business can own hiring, tools, and management.
Pricing
Clear starting prices. Clear limits.
Start with a reconciled reporting build, then choose the level of monitoring and improvement your team needs.
One-time engagementReporting build
From $3,000A reconciled management view built around one clearly defined operating problem.
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One-time engagement
Reporting build
From $3,000
- Up to three named sources
- One management dashboard and one location
- Agreed metric definitions and source reconciliation
- Refresh automation supported by the approved sources
- Validation, launch documentation, and handoff
- Typical delivery in two to four weeks after access and definitions are approved
Monitor
$400/monthFor a stable reporting setup that needs a dependable operating check.
View plan details
Monitor
$400/month
- Support for one delivered dashboard and one location
- Scheduled-refresh monitoring
- Monthly data-quality review
- Diagnosis and routine repair of defects in the delivered configuration
- Requests acknowledged within two business days
- No improvement hours included
Manage
$850/monthFor reporting that needs measured improvement as the business evolves.
View plan details
Manage
$850/month
- Everything in Monitor
- Two non-rollover improvement hours each month
- Monthly written performance note
- Requests acknowledged within one business day
Scale
From $1,500/monthFor groups that need location views, a rollup, and a planned reporting roadmap.
View plan details
Scale
From $1,500/month
- Support for up to three locations and one group rollup
- Everything in Manage
- Four non-rollover improvement hours each month
- Quarterly reporting-roadmap review
- Requests acknowledged within one business day
Plan boundaries
Review the support terms, exclusions, ownership, and handoff that apply to every plan.
View all terms
Plan boundaries
- Improvement hours cover small metric, calculation, layout, or approved-source field changes; new sources, dashboards, custom connectors, platform replacements, and material schema redesigns require a separate scope.
- Monthly support has a three-month initial term and becomes month-to-month afterward.
- Third-party software, BI licenses, connector fees, and hosting are separate unless itemized.
- Cancellation includes handoff of agreed client-owned artifacts; additional migration work is quoted.
- Support begins after the initial build launches.
- Cancellation requires 30 days’ written notice.
- Your source accounts, business data, and agreed deliverables remain yours.
- Plans provide business-hours support, not 24/7 availability or guaranteed resolution times.
Your delivery team
Work directly with the specialists responsible for your reporting.
The same specialists define, build, validate, and support the work, so context stays intact from the first question through ongoing improvement.
Data engineering and automation
Mel
Leads source connections, transformations, automation, and reporting reliability.
Analytics and operations
Madison
Leads metric definition, dashboard design, validation, and operational reporting.
Professional profileFrequently asked
Know what the engagement includes before access begins.
The systems, commercial limits, data boundaries, and ownership terms should be understandable before anyone shares access or starts a build.
What businesses and systems do you work with?
We focus on med spas and other service businesses that rely on bookings, providers, memberships, teams, or locations. We scope APIs, database access, and scheduled exports around the decision the reporting must support because every platform exposes different capabilities.
What do you need from our team?
You identify the systems involved, the people who own the numbers, and the reporting problem worth solving first. We then agree on access, definitions, validation checks, and the management view before the build begins.
Do you handle patient or clinical information?
No. MarinoDMC works with business, operational, financial, booking, and attribution data. Patient records, clinical information, and protected health information are excluded. Do not send that information through this website, email, or Calendly.
How long does the first build take?
A starting build typically takes two to four weeks after the required access and metric definitions are approved. Source complexity and the agreed deliverables determine the final schedule.
What counts as an improvement hour?
Improvement hours cover small changes to existing metrics, calculations, layouts, or approved-source fields. New sources, dashboards, custom connectors, platform replacements, and material schema redesigns receive a separate scope before work begins.
What happens if we cancel?
After the three-month initial support term, service becomes month-to-month and may be cancelled with 30 days’ written notice. Your source accounts, business data, and agreed deliverables remain yours. The agreed client-owned artifacts are handed off; additional migration work is quoted before it begins.
Reporting Gap Assessment
Find the first reporting gap worth fixing.
In 30 minutes, we'll map the systems involved, identify the reporting problem creating the most uncertainty, and recommend a practical first scope. You'll receive a concise Reporting Gap Map within 2 business days.
Scheduling opens in Calendly. Do not include patient or clinical information.