Leads reporting gives you visibility into every lead that comes through your digital front door. The series of reports on this dashboard are intended to give you the highest level overview, while offering the ability to drill down by common dimensions. This gives you the ability to dive into specifics when you need to.
Understanding the Metrics
- Total Leads: the total number of leads created
- Scheduled %: the percentage of leads that were moved to Scheduled
- Attended %: the percentage of leads that were marked Attended
- Closed Won %: the ratio of successfully scheduled appointments against all closed leads
- Closed Lost %: the ratio of unsuccessful conversions against all closed leads
- Open Count: the number of leads open that were created in the specified date range
- In Progress Count: the number of leads that are in progress (not new or closed) that were created in the specified date range
Available Filters
In addition to date filters, you can also filter by:
- Locations
- Benefits (if using Consumer Direct or Employer Direct)
- Payers
- Lead Source, Marketing Source, and UTM tracking data
Leaderboard
The leaderboard gives you the ability to view your top performing dimensions across the same metrics contained in the main lead report. You can break each metric up across:
- Source (see Understanding UTM Tracking for details on how to set this up)
- Locations
- Payers
- Reps (this is determined by who the lead is assigned to)
Velocity
You also can get a sense for how fast things move through the funnel at your practice using the following metrics:
- Time to First Touch: how long it takes a user to make an update to a newly-created lead, on average
- Time to First Visit: how long between the initial request and scheduled first visit, on average
- Time to Closed Won: how quickly successful conversions are occurring, on average
- Time to Closed Lost: how long between the initial request and a lost lead, on average