Spend tiers — practices by avg monthly paid media spend
Buckets every practice in the current filter by YTD actual ÷ 8 months. Used to lead the paid-media page of the board deck.
Show practices by tier
| Practice | Region | GM | YTD Actual | Avg Monthly | Tier |
|---|
Monthly trend — Plan vs Actual (YTD)
Cumulative Plan and Actual through Aug 2026. Dashed projected trace extends the current burn rate to year-end.
Monthly by location
Actual spend by month for every active location in the current Growth Manager filter — advertising GL for Gen4, Power BI promotional expenses for SGA East. A dash means nothing was booked that month. This table reads spend straight from the source files, so it can show dollars for locations the pace and year-to-date sections still list as “No YTD data”.
Overspend leaderboard
Practices whose Jan-Aug actuals annualize above the FY plan. Call these first — every week over is another $ leaking without a plan.
| Practice | City | ROD | Annual Budget | YTD Actual | Projected YE Over | Biggest vendor |
|---|
Underspend leaderboard
Budget approved but not deploying. Every $ under is either an unspent lever for Q4 or a vendor billing lag — find out which.
| Practice | City | ROD | Annual Budget | YTD Actual | Projected YE Under | Biggest vendor |
|---|
Pace-band grid
Every practice in the current filter, colored by YTD pace. Hover for the practice + variance; click to open detail.
Vendor concentration
FY 2026 planned spend by vendor. Use for contract-negotiation asks — concentrations above ~$100k support volume conversations.
Category mix
Where the FY dollars land by channel category.
Practice detail
YoY columns compare Jan–Aug 2026 vs Jan–Aug 2025 (Power BI, additive). Green = growth, red = decline.
| Practice | Tier | Production YoY Diff | New Patients YoY Diff | ROD | Annual Budget | YTD Actual | Variance $ | Variance % | Remaining | Projected YE | Pace |
|---|
Attention list
Every practice that needs GM action: overspending, closed but still budgeted, missing crosswalk entry, unmatched, missing GM assignment, or missing plan altogether.
Data health
| Latest accounting refresh | Aug 2026 month-end (advertising GL only, all months January–August). Meals & Entertainment promo is excluded in every month. |
| Source workbook | data/output/2026-marketing-budget-tracker-v1_2026-10-02.xlsx |
| Total actual $ ingested | $4,080,728 |
| Match rate (Working Doc → crosswalk) | 96.2% (999 of 1039 vendor rows) |
| Google Ads MCC platform spend | Not connected — Google $ shown is post-payment GL, not platform spend |
| SGA East actuals | Loaded — Jan–Jul 2026 from single-month exports. Aug is derived: the Jan–Aug cumulative export minus the single-month files, so it also absorbs any restatement of earlier months. It is replaced automatically when a single-month export is dropped in. Source: budgets/budget-files/2026/2026_<Month>_Promo_SGAEast.xlsx (Power BI export). |
| SGA East plan / budget | Proxy — SGA East practices without an approved 2026 plan are assigned a proxy budget = full-year 2025 actual (Power BI). Yellow-highlighted rows on the Budget tab marked “Proxy Budget (2025 actual)”. Replace with approved plan when available. |
| What is a “proxy budget”? | A stand-in budget used when no approved 2026 plan exists yet for a practice. We substitute the practice’s full-year 2025 actual spend as a placeholder so it can be compared to 2026 actuals. Two known distortions: (a) any practice with abnormal 2025 spend (one-off ramp, credit clawback, mid-year closure) carries that noise into its 2026 “budget”; (b) the proxy is split evenly across 12 months, so seasonally-heavy practices look under-pacing in slow months and over-pacing in busy ones. Both go away when a real 2026 plan is dropped in. |
| Growth Manager assignments | Loaded from docs/hr/team-assignments/Primary-Marketing-Contact_2026-07-20.xlsx — all 250 practices assigned (Jenn 85 · Kelly 85 · Jayme 57 Specialty · Stephen Campbell 23 Advanced Care, listed under Dakota Milner in the source file). No unassigned bucket. |
| Notes / edits | Kept local only until the tracker moves to Railway — do not add notes in this HTML view; use the working .xlsx in data/output/. |
Ingested source files:
- Master Template:
budgets/budget-files/2026 Marketing Budget - Master Template.xlsx - Gen4 Working Doc:
2026 Gen4 Practice Marketing Budgets WORKING DOC.xlsx - YTD Actuals (accounting):
2026.08 Marketing Spend YTD by Location.xlsx - SGA Master Crosswalk API (asOf 2026-07-23)