Moxie P360 Engine — Authoritative Benchmarks

Updated 2026-04-17 · Synthesized from Industry Prior + Moxie Omni (Q1 2026) + Guidepoint 2026 Survey (n=152)

Small <$50K/mo $50K–$100K/mo $100K–$250K/mo $250K+/mo

Green — on target Yellow — watch Red — concerning Gray — fixed (contract rate) Track — profile, not scored

Operational Financial

Workflows & Compliance

Metric	Green	Yellow	Red
No-Show + Cancellation Rate (net)	<12%	12–22%	>22%
GFE Compliance Rate	95%+	85–94%	<85%
Charting Compliance Rate	95%+	85–94%	<85%
Forms Completion Rate	90%+	70–89%	<70%
Automated Follow-Up Coverage	80%+	50–79%	<50%
Pricing Review Cadence	≤12 mo	12–18 mo	>18 mo
P&L Review Frequency	Monthly	Quarterly	<Quarterly

Binary Checks

Practice Has…	Status
Medical Director of record	✓
Documented policies & procedures (SOPs)	✓
Purchases from verified pharmaceutical supply	✓
Malpractice & general liability insurance	✓
Compliance partner engaged	✓
Lot number tracking / traceability	✓

Patient Acquisition

Metric	Green	Yellow	Red
Marketing Spend (% of Revenue)	8–15%	5–7%	<5% or >15%
CAC (Customer Acquisition Cost)	<$150	$150–$250	>$250
CPL (Cost Per Lead)	<$25	$25–$40	>$40
Lead-to-Booked Conversion	15%+	10–15%	<10%
Consultation-to-Treatment Conversion	75%+	50–74%	<50%
Online Booking Rate	46%+	22–45%	<22%
Phone Answer Rate	95%+	85–94%	<85%
Missed Calls per Day	<2	2–5	>5
Average Lead Response Time	<15 min	15–60 min	>60 min
Star Rating	4.8+	4.5–4.7	<4.5
Active Marketing Channels (count)	6+	3–5	<3
Review Velocity	Track only

Binary Checks

Practice Has…	Status
Reserve-with-Google enabled	✓
Complete Google Business Profile	✓
Marketing automation in use	✓
Active community / influencer partnerships	✓

Patient Retention & LTV

Metric	Green	Yellow	Red
12-Month Patient Return Rate	75%+	60–74%	<60%
Average Visits per Year	4+	3–4	<3
Rebook at Checkout Rate	65%+	50–64%	<50%
Retail % of Service Revenue	15%+	10–14%	<10%
Package / Bundle Share (% of spend)	30%+	10–29%	<10%
Patient Mix (% returning)	80%+	65–79%	<65%
Same-Store YoY Revenue Growth	10%+	0–9%	<0%
Service Category Concentration (top category)	<35%	35–50%	>50%
Revenue Concentration (top 20% patients)	~50%	40–60%	Not tracked

Binary Checks

Practice Has…	Status
Active membership program offered	✓
Automated win-back sequences	✓
Loyalty or rewards program	✓
Patient financing option available	✓

Team & Leadership

Metric	Green	Yellow	Red
Provider Utilization	70%+	55–70%	<55%
Team Revenue Independence (% non-owner) N/A for solo	70%+	30–69%	<30%
Owner Clinical Time (% of working hours) N/A for solo	<50%	50–70%	>70%
Provider Concentration (top provider %) N/A for solo	<50%	50–70%	>70%
Commission Rate (% of revenue)	<3%	3–5%	>5%
Staff Turnover (trailing 18mo, annualized) N/A for solo	<30%	30–50%	>50%

Ranges by Size — Operational

Metric	Small (<$50K)	$50–$100K	$100–$250K	$250K+
AOV (mean)	G: $450+Y: $300–450R: <$300	G: $620+Y: $382–620R: <$382	G: $706+Y: $455–706R: <$455	G: $706+Y: $455–706R: <$455
180-Day Retention Rate	G: 65%+Y: 45–65%R: <45%	G: 65%+Y: 46–65%R: <46%	G: 65%+Y: 51–65%R: <51%	G: 65%+Y: 51–65%R: <51%
Multi-Service Rate	G: 20%+Y: 10–20%R: <10%	G: 40%+Y: 20–40%R: <20%	G: 40%+Y: 20–40%R: <20%	G: 40%+Y: 20–40%R: <20%
Membership Penetration	G: 15%+Y: 3–15%R: <3%	G: 15%+Y: 3–15%R: <3%	G: 25%+Y: 4–25%R: <4%	G: 25%+Y: 4–25%R: <4%
Revenue per Provider (annual)	G: $300K+Y: $200–300KR: <$200K	G: $350K+Y: $200–350KR: <$200K	G: $450K+Y: $300–450KR: <$300K	G: $450K+Y: $300–450KR: <$300K

$50,000 – $100,000 / month

Line Item	Green	Yellow	Red
Margin
COGS	<25%	25–35%	35%+
Gross Margin	70%+	60–70%	<60%
Operating Expenses
Payroll (incl. draw)	0–20%	20–40%	40%+
Rent + Utilities	0–8%	8–12%	12%+
Marketing	5%+	2–5%	<2%
Software & Vendors (non-Moxie)	0–1%	1–2%	2%+
Devices & Interest Expense	0–2%	2–4%	4%+
Payment Processing	0–2.5%	2.5–4%	4%+
Medical Director	0–2%	2–3%	3%+
Small / Other Opex	0–5%	5–10%	10%+
Bottom Line
Profit	25%+	15–25%	<15%

$100,000 – $250,000 / month Moxie n=7 — directional only

Line Item	Green	Yellow	Red
Margin
COGS	<25%	25–35%	35%+
Gross Margin	70%+	60–70%	<60%
Operating Expenses
Payroll (incl. draw)	0–25%	25–40%	40%+
Rent + Utilities	0–6%	6–10%	10%+
Marketing	5%+	2–5%	<2%
Software & Vendors (non-Moxie)	0–1%	1–2%	2%+
Devices & Interest Expense	0–2%	2–4%	4%+
Payment Processing	0–2.5%	2.5–4%	4%+
Medical Director	0–1%	1–2%	2%+
Small / Other Opex	0–5%	5–10%	10%+
Bottom Line
Profit	25%+	15–25%	<15%

$250,000+ / month No Moxie data — triangulated from Industry Prior + GP only

Line Item	Green	Yellow	Red
Margin
COGS	<22%	22–30%	30%+
Gross Margin	72%+	62–72%	<62%
Operating Expenses
Payroll (incl. draw)	0–30%	30–45%	45%+
Rent + Utilities	0–5%	5–8%	8%+
Marketing	5%+	2–5%	<2%
Software & Vendors (non-Moxie)	0–1%	1–2%	2%+
Devices & Interest Expense	0–2%	2–4%	4%+
Payment Processing	0–2.5%	2.5–4%	4%+
Medical Director	0–0.5%	0.5–1.5%	1.5%+
Small / Other Opex	0–6%	6–12%	12%+
Bottom Line
Profit	25%+	15–25%	<15%

Ranges by Line × Tier

Line Item	$50–$100K	$100–$250K	$250K+
Margin
COGS	G: <25%Y: 25–35%R: 35%+	G: <25%Y: 25–35%R: 35%+	G: <22%Y: 22–30%R: 30%+
Gross Margin	G: 70%+Y: 60–70%R: <60%	G: 70%+Y: 60–70%R: <60%	G: 72%+Y: 62–72%R: <62%
Operating Expenses
Payroll (incl. draw)	G: 0–20%Y: 20–40%R: 40%+	G: 0–25%Y: 25–40%R: 40%+	G: 0–30%Y: 30–45%R: 45%+
Rent + Utilities	G: 0–8%Y: 8–12%R: 12%+	G: 0–6%Y: 6–10%R: 10%+	G: 0–5%Y: 5–8%R: 8%+
Marketing	G: 5%+Y: 2–5%R: <2%	G: 5%+Y: 2–5%R: <2%	G: 5%+Y: 2–5%R: <2%
Software & Vendors (non-Moxie)	G: 0–1%Y: 1–2%R: 2%+	G: 0–1%Y: 1–2%R: 2%+	G: 0–1%Y: 1–2%R: 2%+
Devices & Interest	G: 0–2%Y: 2–4%R: 4%+	G: 0–2%Y: 2–4%R: 4%+	G: 0–2%Y: 2–4%R: 4%+
Payment Processing	G: 0–2.5%Y: 2.5–4%R: 4%+	G: 0–2.5%Y: 2.5–4%R: 4%+	G: 0–2.5%Y: 2.5–4%R: 4%+
Medical Director	G: 0–2%Y: 2–3%R: 3%+	G: 0–1%Y: 1–2%R: 2%+	G: 0–0.5%Y: 0.5–1.5%R: 1.5%+
Small / Other Opex	G: 0–5%Y: 5–10%R: 10%+	G: 0–5%Y: 5–10%R: 10%+	G: 0–6%Y: 6–12%R: 12%+
Bottom Line
Profit	G: 25%+Y: 15–25%R: <15%	G: 25%+Y: 15–25%R: <15%	G: 25%+Y: 15–25%R: <15%