Report for Key Metrics and Components for Referral Source Forecasting
Historical Performance Analysis:
Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year).
Revenue Contribution: Track the total revenu...
Jessi Owens
6 months ago
in Reporting
0
Future consideration
Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.
Cheryl Spaans
over 1 year ago
in Reporting
0
Already exists
Reports>consider breaking out reports into which should be used daily, weekly. monthly
have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming
To be able to move multiple documents in the Documents tab
In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
0
Future consideration
