Analytics
Compare service lines, leads, providers and locations. Every number opens its records.
Filters apply to every card and carry into every drill-down list. Dates run from the start of the first day to the start of the day after the last day, in the clinic's reporting time zone (America/Boise, MT). Filters are kept in the page link so the view can be shared inside the clinic.
October has 12 working days with visits so far and Sep 1 to 19 had 14. Today (Oct 19) has no completed visits yet, so totals compare a shorter run of days.
Performance by service line
Oct 1 to Oct 19, 2026. Collected by payment date; visits, patients and delivered value by visit date.
| Service line | Collected | Share | vs Sep 1 to 19 | Visits | Patients | Delivered value | Programs started | Own services | 12 weeks |
|---|---|---|---|---|---|---|---|---|---|
| Neuropathy | $55,560 | 49.3% | 25.0% | 269 | 74 | $60,540 | 11 | 409 | |
| IV Therapy | $21,032 | 18.6% | 22.3% | 205 | 149 | $21,450 | None set up | 136 +69 inside other programs | |
| Primary Care | $22,601 | 20.0% | 8.1% | 189 | 132 | $30,570 | None set up | 227 | |
| Weight Management | $11,876 | 10.5% | 2.5% | 88 | 39 | $2,300 | 5 | 169 | |
| General services | $1,370 | 1.2% | 6.2% | 33 | 29 | $1,370 | None set up | 33 | |
| Unallocated | $360 | 0.3% | N/A | - | - | ||||
| Clinic total | $112,799 | 100% | 18.9% | 715 Not a sum | 342 Not a sum | $116,230 | 16 |
Collected adds up to the clinic total. Visits and patients are counted per line and do not add up: 784 line visits come from 715 clinic visits, because a visit can include several lines (R4 S05, S06). IV Therapy's 69 IVs given inside other programs count as IV sessions, but their money is in Neuropathy and Weight Management (R4 S04).
*October is Oct 1 to 19. Unallocated money ($360 in October) is not in a column until it is fixed. See the numbers as a table
Most delivered services
Encounter lines this period
Counted by service wherever it was given, including inside programs (R4 S04). All services
Lead funnel
Contact rate 95% · Median time to first contact 25 h 12 min · Lead to start 7%
Cohort: leads created Oct 1 to Oct 19, 2026, as of today. 31 were marked Lost. Leads from the last few days have not had time to start, so compare with Sep 1 to 19 carefully.
How to use this page. The same text is in the full help.
- Open Analytics from the sidebar.
- Set the period, comparison, location and service line at the top. They apply to every card and are kept in the page link.
- Read Performance by service line. Click a line's name for its dashboard, or any number for its records.
- Switch the trend chart between Collected, Visits and Delivered value.
- Use the tabs for Leads, Providers (11-05) and Locations (11-06).
- Click Export to download what you see, or Build a report to save a version with a schedule.