What is the value of an Appointment?

Coconut Software Appointment ROI Calculator

Based on our own internal data combined with the results of surveys we've conducted with our financial services, banking and credit union customers, we've created an ROI calculator that provides you with the monthly and annual revenue increases we've seen based on increased advisor appointments and reduced no show appointments made possible through enterprise appointment schedule software. 

Before you fill out the form, here are a couple of factors you need to know:

  • Assumed Close Amount: for this calculation, we've decided to make the average close amount $20,000. This is based on the average meetings we've seen from the financial services industry
  • Average number of appointments per month: This is the average number of appointments you see across all advisors and branches. 
  • Current no show rate: This is the percent of booking meetings that do not take place because the customer does not show up at the agreed upon time. We've typically seen an average of 20% in the financial services industry.
  • Average close rate: Out of the appointments that do take place, how many end with the investment being made on the customers end? The industry average is 60%.

Calculate the value of an appointment

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Are You Struggling to Book Enough Appointments?

The performance of your branches or locations is dependant on appointment volume and value. But one of your biggest obstacles are no-shows and cancelled appointments, which result in staff idle time.

Coconut Software Can Help!


Track KPIs across the appointment lifecycle

Monitor activities from booked to no-shows to kept appointments, conversions and more.


Improve contact center operations

Reduce headcount with a streamlined appointment booking process.


Integrate with your team’s existing workflows

Prebuilt integrations to CRM, Office 365, Google Calendar and more.

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