Veterinary Sales Forecast Template

Start with the Revenue Drivers sheet. Enter your average monthly patient visit counts for each service category — wellness/preventive, surgery, pharmacy, diagnostics, dental, and emergency. If you have practice management software like AVImark, eVetPractice, or Cornerstone, pull your last three months of production reports to get your visit volumes and average client transaction by category. If you're estimating, a general small-animal practice with two DVMs typically sees 600–900 appointments per month, with wellness and preventive care accounting for 35–45% of total visits. Enter your current fee schedule averages and the forecast will calculate from there.

Veterinary practice revenue is more predictable than many service businesses, but that predictability can create a false sense of security. Most small-animal practices grow steadily with their client base and don't notice gradual revenue erosion until it shows up as flat or declining profit. The two most common hidden problems: pharmacy revenue quietly migrating to online retailers as clients price-compare after their visit, and wellness visit volume plateauing as the practice fills its appointment slots without tracking whether existing clients are returning on schedule. A sales forecast built around service categories — not just total revenue — surfaces both of these issues before they become material.

Key Performance Indicators