Performance Insights
Owner intelligence dashboard — track revenue, team & opportunities
Core KPIs
Total Consults
150
Total Shows
101
Total Closed Cases
70
Close Rate
69%
Show Rate
67%
Revenue Collected
$907,874
Total Presented
$2,225,864
Total Accepted
$1,243,307
Revenue / Consult
$6,052
Revenue / Show
$8,989
Avg Case Value
$12,970
Revenue Opportunities
Pending (Follow-Up)
$623,316
46 cases
Lost Revenue
$197,241
16 cases
Follow-Up Pipeline
$623,316
0 due in 7 days
0
0–7 days
$0
0
8–14 days
$0
0
15–30 days
$0
46
30+ days
$623,316
Most opportunities are in the 30+ days range. Follow-up activity may need attention.
Performance Breakdown
| Coordinator | Consults | Upcoming | Presented | Closed | Close% | Revenue | Collected% | Avg Case |
|---|---|---|---|---|---|---|---|---|
| Other (See Notes)Top | 31 | 0 | $599,479 | 17 | 55% | $240,911 | 40% | $14,171 |
| Maya | 41 | 0 | $550,402 | 22 | 54% | $215,171 | 39% | $9,781 |
| Front Desk | 27 | 0 | $398,979 | 15 | 56% | $175,094 | 44% | $11,673 |
| Sophia | 28 | 0 | $469,130 | 9 | 32% | $103,024 | 22% | $11,447 |
| RachelLow | 23 | 0 | $207,874 | 7 | 30% | $77,282 | 37% | $11,040 |
Patient Follow-Up Lists
Patients who showed but explicitly did not close — follow-up opportunities.
Alejandro Reyes
Sep 1, 2026 · Sophia · Patient Referral
Gabriela Navarro
Jun 23, 2026 · Other (See Notes) · Patient Referral
Santiago Reyes
Apr 30, 2026 · Rachel · Patient Referral
11 patients · $87,025 in untapped presented value
Leak Detection
$197,241 in lost revenue. Review objection handling and financing options.
Patient Decision Insights
Most lost revenue is tied to "Thinking About It" — accounting for 29% of unconverted cases ($104,708).
Speed & Follow-Up
0
Avg Days to Close
100%
Same-Day Closes
0%
After Follow-Up
Most cases appear to close same-day.
46
Scheduled
0
Converted
0%
Conv. Rate
Follow-ups convert at 0%. Increasing consistency may improve results.
Smart Recommendations
High Priority
46 follow-up cases with $662,316 in potential revenue. Prioritize outreach this week.
Action Item
"Dr. Referral" generates $12,689/lead — highest ROI source. Consider shifting more budget here.
Action Item
Front Desk closes at 56% vs Rachel at 30%. Consider a team training or peer coaching session.
Action Item
$308,796 in lost revenue this month. Review common objections and introduce in-house financing or payment plans.
Goal Tracking
✅ Goal achieved!
✅ Goal achieved!
Projected: 75% at current pace