Terminology: An opportunity is a term for any inquiry or journeys, regardless of which pathway it is in or when or how it was created.
Every report in this set is based on Opportunities created in the filtered time period. Any report on this dashboard with CD next to its number indicates the report is based on the initial contact date, or creation date, of that journey or inquiry. You can find this date labeled on the journey as “Creation Date.”
How many new inquiries and appointment requests came in during a given time period?
The underlying formula of this report = unconverted inquiries + total journeys - lost duplicates.
How many new opportunities in this filtered time period were booked for an intake session?
E.g., if a journey was created in January and an intake session date was entered in February, it would count as an intake booked for January seeing as that is when the prospective client first contacted your practice. This report includes open, client and lost journeys.
How many new opportunities in this filtered time period were booked for an intake session by each Care Coordinator?
Keep in mind a Care Coordinator is always assigned by default, and you can manually assign any user as the Care Coordinator on a journey.
Example: If a journey was created in January and an intake session date was entered in February, it would count as an intake booked for January seeing as that is when the prospective client first contacted your practice.
How many intake sessions were booked for new opportunities in a given time period?
This report depicts the percentage New Opportunities for Intakes (1CD) in the filtered time period who were booked for an intake session.
How many of the new opportunities in a given time period completed an intake session?
This report depicts the number of new opportunities from a given time period that have made it to the Intake Complete milestone or beyond at the time you are pulling this report. This includes journeys marked as lost at or after the intake complete milestone, and journeys in the Current Clients Pathway.
What percentage of new opportunities in a given time period made it so far as to complete an intake session at the time of pulling this report?
This report depicts the percentage of new opportunities from a given time period that have made it to the Intake Complete milestone or beyond at the time you are pulling this report. This includes journeys marked as lost at or after the intake complete milestone, and journeys in the Current Clients Pathway.
How many of the new opportunities from a given time period were converted to clients?
This report depicts the number of new opportunities from the filtered time period that have been converted to current clients at the time this report is being pulled.
Example: If a prospective client reached out in January and was converted to a current client in February, they would count towards the total of converted clients for January if the report is pulled in February.
What is the client conversion rate for new opportunities in a given time period?
This report depicts the percentage of new opportunities from the filtered time period that have been converted to current clients at the time this report is being pulled.
How many new opportunities from the filtered time period were added to the waitlist?
This report depicts the number of journeys added to the waitlist with an initial contact date in the filtered time period.
Example: If a prospective client reached out in January and they were placed on the waitlist in February, this would count towards the total count for January.
What percentage of new opportunities from the filtered time period were added to the waitlist?
This report depicts the percentage of new opportunities from the given time period that were waitlisted.
Example: If a prospective client reached out in January and they were placed on the waitlist in February, this would count towards the total count for January.
How many of all the new opportunities this month were marked as Lost?
This report depicts the total number of new opportunities (inquiries & journeys) marked as lost for any reason other than “Duplicate - Inquiry Converted to Journey.” The number is based on the date of initial contact.
Example: If a client reached out in January and they were marked as lost in February, then it would count towards the percentage for lost opportunities in January.
What percentage of all the new opportunities this month were marked as Lost?
This report depicts the percentage of new opportunities (inquiries & journeys) marked as lost for any reason other than “Duplicate - Inquiry Converted to Journey.” The number is based on the date of initial contact.
Example: If a client reached out in January and they were marked as lost in February, then it would count towards the percentage for lost opportunities in January.
What are the lost reasons for the new opportunities marked as lost?
This report provides a detailed breakdown of all the reasons prospective clients were marked as lost. This graph includes Inquires & Journeys and includes those that were marked as Duplicate Journey - Converted to Inquiry.
At what point in the intake process are most new opportunities being marked as lost?
This report depicts where in the pathway the prospective client was at the time they were marked as lost. This report includes journeys and inquiries marked as lost with a creation date in the filtered time period. (Inquiries marked as lost are indicated next to the Req Form Complete milestone.)
This set of reports is based on the date each journey was removed from the Waitlist Pathway.
Example: A prospective client inquires in January and is added to the waitlist in January. In March, an intake session becomes available with their desired therapist. Their journey remains in the Waitlist pathway while you are reaching out to this client until they respond to confirm their interest in the intake session spot. You book the intake session and move the journey from the “Responded” milestone in the Waitlist Pathway to the Paperwork Sent milestone in the Intake Pathway in March. That date in March becomes the “Date Removed from Waitlist” on which all waitlist reports are based (indicated with RW).
How many journeys were removed from the Waitlist in the filtered time period?
This shows the number of journeys that have been removed from the Waitlist pathway, filtered by the "removed from waitlist" date. This report includes Open, Client & Lost journeys.
This report is based on how many journeys moved from any milestone in the waitlist pathway to any milestone in the intake pathway. This is not the number of journeys invited off the waitlist, but the number that responded and re-entered the intake process.
How many intakes sessions were booked for journeys removed from the Waitlist during the filtered time period?
This shows the number of journeys that were moved from the Waitlist pathway and booked for an intake session, filtered by the "removed from waitlist" date. This report includes Open, Client & Lost journeys.
Note: It would be unusual for this number to be different from the number in report 1RW unless not everyone removed from the waitlist is booked for an intake. Presuming all journeys removed from the Waitlist Pathway to Intake Pathway have been booked for an intake, 1RW and 2RW should match.
How many journeys removed from the waitlist in the filtered time period completed an intake session?
This report depicts how many journeys completed an intake session after they were removed from the waitlist. This report includes Open, Client & Lost journeys.
How many journeys removed from the waitlist in the filtered time period were converted to clients?
This report depicts the number of journeys removed from the waitlist in the filtered time period that have been converted to clients at the time this report is being pulled.
Example: If a prospective client was removed from the Waitlist Pathway in January and converted to a current client in February, they would count towards the total of converted clients for January if the report is pulled in February.
The following set of reports is related to journeys in the Current Clients pathway. These reports offer insights based on each therapist on your team.
How many of the new opportunities from a given time period were assigned to each therapist?
This report depicts journeys created in the filtered time period with a therapist name in the Assigned Therapist field. This report only includes journeys from the Intake and Current Clients pathway. This report includes Open, Lost and Client Journeys.
How many intakes were completed with each therapist of the new opportunities in the given time period?
This report depicts the number of journeys in Intake Complete or beyond, grouped by Assigned Therapist. This report includes Open, Lost and Client Journeys.
How many of the journeys removed from the waitlist in a given time period were assigned to each therapist?
This report depicts journeys removed from the waitlist in the filtered time period with a therapist name in the Assigned Therapist field. This report includes Open, Lost and Client Journeys.
How many clients were discharged/terminated in the filtered time period?
This report filters the number of journeys with a termination date in the given time period.
How many clients were discharged/terminated with each therapist in the filtered time period?
This report filters the number of journeys with a termination date in the given time period grouped by Assigned Therapist.
Termination Reasons (18)
What are the reasons that clients terminated in a given time period?
This report provides a detailed breakdown of all the reasons current clients were terminated, based on the reason selected in the Termination Reason field.
This report provides a breakdown of therapist responses to the 1-question intake attendance survey, indicating whether clients attended their scheduled intake sessions. Data is based on the date the survey response was submitted.
This report provides a breakdown of answers to the 1- question survey to client on their therapist fit, after an intake session. Data is based on the date the survey response was submitted.
This report shows the total number of completed intake attendance surveys submitted by the clinicians.
Note: Data is filtered based on the date the survey response was submitted.
This report tracks the number of Intake Attendance Survey emails sent to the clinicians. This report counts emails sent, not unique journeys.
This report shows the total number of completed intake feedback surveys responded to by clients.
Note: Data is filtered based on the date the survey response was submitted.
This report tracks the number of Intake Feedback Survey emails sent to clients. This report counts the emails sent, not unique journeys.
This report provides a breakdown of client feedback on their overall satisfaction question from the Client Satisfaction Survey. Note, this only includes the answer to one question about rating their overall experience.
This report shows the total number of completed client satisfaction surveys responded by clients.
Note: Data is filtered based on the date the survey response was submitted.
This report tracks the number of Client Satisfaction Survey emails sent to clients. This report counts the emails sent, not unique journeys.