Alpaca wiki at 06:45, 8 July 2024

2024-07-08T06:45:40Z

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	Leads report is the main report to measure funnel.		Leads report is the main report to measure funnel.

Alpaca wiki: Created page with "Leads report is the main report to measure funnel. ==General concept== Leads report is based on Touches - it takes all the touches for specified period, and tells what happened from them. Period filter is applied only to touches - appointments and payments can be done after that period, and will still appear in report. ==Fields== Fields are used in filtering, and in Hierarchy setup. '''First source''' - Source parameter from Call tracking, that was in the first..."

2024-07-08T06:34:32Z

Created page with "Leads report is the main report to measure funnel. ==General concept== Leads report is based on Touches - it takes all the touches for specified period, and tells what happened from them. Period filter is applied only to touches - appointments and payments can be done after that period, and will still appear in report. ==Fields== Fields are used in filtering, and in Hierarchy setup. '''First source''' - Source parameter from Call tracking, that was in the first..."

New page

Leads report is the main report to measure funnel.

==General concept==

Leads report is based on [[Touches]] - it takes all the touches for specified period, and tells what happened from them. Period filter is applied only to touches - appointments and payments can be done after that period, and will still appear in report.

==Fields==

Fields are used in filtering, and in Hierarchy setup.

'''First source''' - Source parameter from Call tracking, that was in the first ever touch of a specific patient

'''First medium''' - Medium parameter from Call tracking, that was in the first ever touch of a specific patient

'''First UTM campaign''' - UTM campaign parameter from Call tracking, that was in the first ever touch of a specific patient

'''First UTM source''' - UTM source from Call tracking, that was in the first ever touch of a specific patient

'''First city''' - City parameter from Call tracking, that was in the first ever touch of a specific patient

'''UTM campaign''' - UTM campaign parameter from Call tracking for a specific touch

'''UTM source''' - UTM source parameter from Call tracking for a specific touch

'''Source''' - Source parameter from Call tracking for a specific touch

'''Medium''' - Medium parameter from Call tracking for a specific touch

'''City''' - City parameter from Call tracking for a specific touch

'''Keyword''' - Keyword parameter from Call tracking for a specific touch

'''Patient source''' - Patient source, selected by operator while closing the touch

'''Employee''' - Doctor/specialist, for whom the appointment was created. If the touch didn't result in appointment, the field will be blank

'''Responsible''' - user, who created the touch

'''CFR''' - CFR from the services, selected in touch. If there where multiple services, one touch will appear in multiple rows in CFR group.

'''Touch result''' - touch result, selected by user in touch

'''Touch type''' - touch type, selected by user in touch, or chosen automatically

'''Complaints''' - Complaints, selected in touch

'''Services ''' - services, selected in touch. If there where multiple services in one touch, it will appear in multiple rows in Services group.

==Report columns==

Columns of report can't be changed. Columns contain this information:

'''Name''' - contents of the selected field in Hierarchy

'''Touches''' - number of touches

'''Unique patients''' - number of unique patients in those touches

'''Appointments''' - number of appointments, created from those touches

'''Unique patients in appointments''' - number of unique patients in appointments, created from those touches

'''Conversion rate''' - Number of appointments/Number of touches

'''Conversion rate of unique patients''' - number of unique patients in appointments/number of unique patients in those touches

'''Sum in touches''' - total price of all services selected in touches, no matter if the appointment was

'''Sum in appointments''' - total price of all services selected in appointments, created from those touches

'''Number of not canceled appointments''' - number of appointments, that are not cancelled at the moment

'''Showed''' - number of appointments in statuses "Checked-in" or "Completed"

'''Income from appointments''' - actual income, paid for the appointments from those touches

'''LTV''' - life time value, sum of everything patients from those touches paid ever

Leads Report - Revision history

Alpaca wiki at 06:45, 8 July 2024