The dashboard
Screens from a live client dashboard. Brand names, campaign names, referral sources, and form names have been replaced; the figures are real.
Which channels bring admits
By marketing channel: paid digital next to organic, Google Business Profile, community relations, and referrals. In this example, community relations produced far fewer leads than web organic but converted to opportunities at about five times the rate.
- Leads and opportunities by month
- Paid, organic, and referral channels side by side
- Opp % and admit % for each channel
Which campaigns bring admits
By campaign, across the ad platforms.
- Every campaign across the ad platforms
- Leads, opportunities, and admits per campaign
- Conversion rates for each
Which referral sources send admits
By referral source, across 185 sources.
- Every referral source in one table
- Leads, opportunities, and admits per source
- Conversion rates for each
Which web forms convert
By web form.
- One row per form
- Leads, opportunities, and admits per form
- Conversion rates for each
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.
Paid vs. Every Other Channel
Paid digital next to web organic, Google Business Profile, community relations, print, alumni referrals, and more, each with opportunity and admit rates.
By Campaign Across Ad Platforms
Google Ads, Microsoft (Bing) Ads, and Meta Ads campaigns side by side, including the ones that drive volume but few admits.
Opportunities and Admits, Not Clicks
Every lead followed in the CRM to an opportunity, a clinically approved and qualified opportunity, and an admit, with the conversion rate at each step.
By Referral Source
Each referring provider and organization, so paid can be compared with referral relationships.
By Form
Which web forms turn ad traffic into opportunities and admits, and which only produce leads.
Monthly Trend on Every View
Leads and opportunities by month with three-month averages.
Who looks at this dashboard
Marketing teams
Which ad platforms and campaigns to put more behind, based on admits rather than clicks or lead volume.
Agencies
Proof of what the ads produced in the CRM, not just in the ad platform.
Business development
How referral relationships compare with paid advertising.
Where the numbers come from
Google Ads
Campaign detail on each lead.
Microsoft Advertising (Bing Ads)
Campaign detail on each lead.
Meta Ads
Facebook and Instagram campaign detail on each lead.
Your CRM
Channel, campaign, referral source, and form on each lead, followed through to the opportunity and the admit.
Common questions
You might also want
Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.