Your opportunity revenue report to find it. Go to your left hand navigation menu, scroll down to reports and select opportunity revenue. You’ll notice this looks very similar to your pipeline management and the way that it provides your opportunity revenue versus actual revenue. This allows you to view all of the estimated versus actual revenue from all of your previous inbound forms and phone calls. You can filter this on the right hand side to view only the calls or only the forms or we can keep it on all to view all the calls and the forms. We can specify a date range and we can also view specific sales statuses. Once you’ve completed selecting you filters, click on update and those will populate here for you. We’re able to view all of the contacts names. This phone icon when she came in from an inbound phone call.

This little envelope means that this was an inbound floor. Same with Luke Bryan and Jennifer Lopez. We’re also able to view additional information on each opportunity or patient. The date we received the inbound or form the date that they were converted, their caller ID number, the tracking number they called. So this person came from our SPC play website, the origin of a color, and then if there is a refer or a page, we can see Kendall Jenner. Hers was a form submission. The date that we received her form submission, the date we converted her, the name she added on the form submission, her phone number that she added as well as the message you wrote on that form. We’re able to see each individual’s opportunity, revenue versus actual revenue and their status over here on the top right hand side of each contact. In other way, he uses his sorting by calls and then forms as if for the sake of example, you’re doing proportionately better on calls, then we would know, okay, let’s go ahead and fine tune our approach to forms to make it more effective or more efficient as we are with our phone calls or vice versa.

And that’s how we view our opportunity revenue.