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CRM Idea Center
Status On Roadmap
Categories Reporting
Created by Alex Chesnutt
Created on Feb 27, 2022

Trend Alerts / Reporting

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:
New referral sources. Presently, when new referral sources generate a referral, the referral, facility and contact enter CRM without any real notice. A report that highlights new referrals associated to new referral sources would be of great value, highlighting contacts and/or facilities that the agency might want to market to.

ALREADY COMPLETE - Variances in trends. As an example, if a top referrer dips below a certain threshold, being able to generate a report that highlights the decrease in activity would be of great value. Similarly, seeing trends that show increases would also be a great reporting tool, as it can be compared directly with visit history to see the ROI on a marketer's time. The Rolling Three Week report is a start, but that report can only be sorted by total Admits, rather than variations in trends.

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