The dashboard
Screens from a live client dashboard. Rep names have been replaced; the figures are real.
Admits against goal
Admits to goal, year to date. Green at or above goal, amber and red when behind.
- One bar per rep
- Green on target, amber and red behind
- The goal maths shown in the header
Conversion by rep
Conversion: admits as a share of each rep’s leads and opportunities.
- Admits as a share of each rep’s leads and opportunities
- One bar per rep
- Colour shows who is behind
Face-to-face against target
Face-to-face activity, in person and virtual, against a monthly target.
- In-person and virtual meetings counted
- One bar per rep
- Colour shows who is behind
The month-by-month table
Monthly breakdown: activity, contacts, opportunities, admits, days in treatment, and conversion.
- Activities, contacts, opportunities, and admits
- Average days in treatment
- Opportunity-to-admit % for each month
Is it trending up or down
Monthly trends with a three-month average on each chart.
- Six charts, one per measure
- A three-month average line on each
- Same months across every chart
What the team is spending time on
Activity by type, month by month.
- Calls, video calls, face-to-face, events, emails, and tours
- One chart per activity type
- Month by month
Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Admits % to Goal
Admits per rep against a monthly goal, rolled up for the date range. Green at or above goal, amber and red when behind.
Lead + Opp to Admit Conversion
Admits as a share of the leads and opportunities each rep produced, so volume and quality show up side by side.
Face-to-Face Activity % to Goal
In-person and virtual visits per rep against a monthly target.
Monthly Breakdown
Activities, unique contacts, opportunities, admits, average days in treatment, and opportunity to admit rate, month by month.
Monthly Trends
Each measure as a bar chart with a three-month average line, so one strong or weak month does not hide the trend.
Activity Type Breakdown
Calls, video calls, face-to-face visits and drop-ins, in-person events, emails, and tours, each tracked by month.
Who looks at this dashboard
BD directors
Who is on pace this month, who needs coaching, and where the team is spending its time.
BD reps
Their own numbers against goal, without asking for a report.
Executives and owners
Whether outreach is turning into admissions, and what those admissions are worth in days in treatment.
Where the numbers come from
Your CRM
Logged activities, contacts, leads, opportunities, and admits.
Your EMR, through the CRM
Admit and discharge dates brought back into the CRM, so days in treatment can sit next to the rep and referral source.
Common questions
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