The SPCs conversion report. Scroll down in your left hand navigation menu, [inaudible] reports, and select conversion. From here you’ll be able to view your dashboard options. We can see our appointments from new leads, our procedures from new leads as well as consults from new leads. If we hover over the appointment type titles […]
Reports Calendar Reports
To access your calendar reports go to the menu, select reports, and then choose the second option calendar reports. Once selected, you’ll be directed to this page here. You can store your filters first by date range, then by provider calendar, by location, by type of appointment. So for example, here in the SPC play […]
Reports Opportunity Revenue
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 […]
Reports Opportuninity History
Viewing our opportunity history. To do so, come to your left hand navigation menu, scroll under reports and select opportunity history. Here you’ll be able to find all of your incoming opportunities from that very first form submission or a phone call. The beautiful thing about opportunity history is it’s holding everything from that very, […]
Reports Financial Reports
Financial reports, to find them. Go to your left hand navigation menu, scroll down and select reports and choose financial reports. Once elected, you’ll feel your sales summary report with your overall purchases for products and services, the total bills made for each in your gross sales. They’ll also have the total of all items, […]