KPI Dashboard

Current Date

Overview

The main signals for today and the selected date range.

Communication & Conversion

Team Conversion Rate
0%
0 of 0 leads converted
0 new inbound callers
Total Talk Time
0h
0h inbound / 0h outbound
Inbound Calls
0
Answered Calls
0
0% answer rate

CCC Talk Time Comparison

Lowest to highest total talk time for the selected date range.
CCC Talk Time

Missed Call Accountability

Missed Calls
0
0% of inbound calls
Recovery 0%
0 / 0 called back
CCC Not Picked Up 0
No Available Agent 0
0 coverage gap review

Lead Outcomes

Call Tree Escalations
0
Declined Calls
0
Medi-Cal vs Cash Pay
0
0 Medi-Cal / 0 cash pay

Marketing Activity

How Clients Heard About Us
0
Outreach
0

Phone Sources

Marketing Phone Numbers
0

Therapist Capacity

Goal Sessions
--
Booked Sessions
--
Sessions Still Needed
--
Available Sessions
--
Total Possible
--
Can Hit Goal?
--
If available sessions are booked

Openings & Waitlist Demand

Openings by Location
0
Waitlisters by Location
0
0 cash pay / 0 Medi-Cal
Waitlist Matches
0

Scheduling Outcomes

Jane appointment outcomes for intakes, no-shows, and arrived sessions.
First-Time Callers
0
New inbound callers
Total Intakes
--
Appointment-status source needed
First-Session No-Shows
--
Total Scheduled
--
Arrived--
No-show--
Returned After Intake
--
Appointment history needed
Scheduled by Location
--
In-Person vs Telehealth
--

Where My Clients Live

-- Number of cities

Call Handling Review

Coordinator Ringing

Coordinator Rings Picked Up Not Picked Up Declined Miss Rate

Top Missed-Call Reasons

Inbound Volume by Day and Time

Audit Tools

Temporary internal review area for tag cleanup.
0 Calls likely needing tag review