Marketing & search · Planning worksheet

Healthcare marketing dashboards: connect spend to outcomes

Illustrative situation

Campaign costs are reported by invoice date while enquiries are reported by interaction date. Monthly cost-per-enquiry figures swing because the periods do not align.

The decision

Document the cost basis and attribution assumptions before calculating efficiency. Include known missing costs and avoid presenting a partial figure as total acquisition cost.

Rehearse this before accepting the change

Move a fictional invoice into the next month while leaving the campaign dates unchanged. Confirm the report treats the timing consistently with its stated method.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Monitor cost per defined outcome alongside coverage of the included cost data.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare marketing planning with an editorial calendar, audience question and campaign brief.
Start with the audience question and a clear content brief.
Healthcare marketing enquiry journey connecting a service page, message and appointment calendar.
Connect the public promise to a supported next step.
Healthcare marketing measurement illustrated by a dashboard, comparison bars and inspection lens.
Check the evidence and definitions behind the report.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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