The Treatment Tracker Dashboard allows you to monitor Treatment Conversions and also gives data on conversions broken down into treatment values:
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This dashboard shows the number and value of treatments created within a selected period compared to those that have been started and booked. It highlights treatment conversion by:
Created Treatments – the total count and value of all treatment plans generated.
Started & Booked Treatments – the subset where a next appointment has been booked and the service code has been ticked, indicating uptake.
Treatment Plan Values – a breakdown of the financial value of created vs. started/booked treatments, helping to measure revenue conversion and identify gaps in uptake.
Tile 1
All Treatment Created (Quotes) Vs Started and Booked
Tile 2
Treatments (Value 0-100) Created (Quotes) Versus Started Booked
Tile 3
Treatments (Value 100-1000) Created (Quotes) Versus Started Booked
Tile 4
Treatments (Value 1000-5000) Created (Quotes) Versus Started Booked
Tile 5
Treatments (Value 5000+) Created (Quotes) Versus Started Booked
Tile 6
NHS Payor with Private Treatments Created (Quotes) Versus Started Booked
Tile 7
All Completed Treatments Value
Select value or number of treatments
Hover over graph for monthly figures
Blue Line - value or number of created courses within selected period
Yellow line - value of started and booked courses of treatment within selected period
Click on graph line to view bar graph
Select Month
Click on Bar Graph to drill down further to the Treatment Plans by Period Report
💡 Top tip: Clicking on the blue bar graph will drill down into Treatment Plans Created with within selected period
💡 Top tip: Clicking into the yellow bar will drill down into Treatment Plans Started and booked with within selected period
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