Channels
Where opportunities are attributed to, as each channel comes online.
Synced daily from GoHighLevel. Numbers reflect the most recent pull, not live activity.
Warm vs. Cold
Share of the total recall backlog, and average estimated value per patient.
Treatment Plan KPIs
Close Rate, Return Rate, and Tx Plan Missed Rate — current-state ratios from stage membership, the same in every timeframe.
Revenue
Real revenue and provider-level data live in the practice management system, not the CRM — not available here yet.