Reporting and Analytics
Track Performance Across Marketing, Sales
Actionable Insights for Optimizing Your Practice
Marketing Campaign Analytics
- Email Campaign Performance: Track metrics like open rates, click-through rates, bounce rates, and unsubscribes for email campaigns.
- SMS Campaign Analytics: View response rates, delivery status, and engagement data for SMS marketing efforts.
- Funnel Analytics: Monitor the performance of marketing funnels to see how leads move through each stage, identifying drop-off points and conversion bottlenecks.
Sales Insights & Pipeline Performance Reports
Lead and Opportunity Tracking
- Conversion Reports: Provides insights into how many leads are being converted into paying patients, offering data on each stage of the sales pipeline.
- Lead Source Tracking: Helps identify which marketing channels or lead sources (e.g., social media, email campaigns, SEO) are bringing in the most qualified leads.
- Pipeline Performance: Visual reports that show the health of your sales pipelines, including the number of opportunities, value of deals, and stages where leads are getting stuck.
Appointments, Sales, Ads, and Calls
Comprehensive Performance Tracking
Appointment Reports
Track the number of booked appointments, cancellations, and no-shows.
Insights into appointment scheduling efficiency and client follow-up success.
Sales & Revenue Reports
Reports on revenue generated from different marketing campaigns, lead sources, or product sales.
Visuals showing how many deals have been closed, the total value of those deals, and the sales team’s performance.
Ad Performance Analytics
Integration with platforms like Google Ads and Facebook Ads provides a view of paid advertising performance.
Track impressions, clicks, cost per click (CPC), conversions, and return on ad spend (ROAS).
Call Tracking Reports
View detailed reports of call durations, success rates, call outcomes, and lead follow-ups.
Helps to analyze the performance of sales or customer service teams.
Website and Landing Page Analytics
Customized, Automated, and Insightful
Client and Reputation Reporting
Reputation Management Reports
Analytics around patient reviews and ratings.
Track review requests sent, completed reviews, and overall reputation scores across platforms like Google and Facebook.
Benefits
Benefits of PatientEdge’s Reporting and Analytics
Real-time Data
Get immediate insights into how marketing and sales activities are performing.
Custom Insights
Tailor reports to show specific metrics and KPIs that matter to your business or clients.
Actionable Insights
Helps to identify areas of improvement in campaigns, pipelines, and patient engagement.
