Pipeline View helps you understand what happened to the treatment plans created in a specific period, even if they were started or completed later. If Snapshot View shows you what exists today, Pipeline View shows you what happened to the plans you created during that period.

This makes it ideal for measuring acceptance rates. performance over time. and how effectively treatment plans progress through your workflow.

Shows the current state of treatment plans.

Use Snapshot when you want to know:

Snapshot includes all plans that existed during the date range, regardless of creation date.

Shows the full journey of treatment plans created in the selected date range.

Use Pipeline when you want to know:

Pipeline always uses Created Date as the anchor.

It tracks everything that happens afterwards—even if events occur outside the chosen date range.

First select the Pipeline View toggle in the top left corner:

Pipeline View follows three steps:

All plans created within your selected date range, including any filters applied.

For that cohort, Explorer measures:

Including conversion and velocity.

The Pipeline funnel shows the 5 critical lifecycle stages:

Each stage displays:

Each stage of the funnel has a progress bar indicating the Total Value of those plans. The Green segment indicates what has been Invoiced and Blue segment of the progress bar indicates the Outstanding Plan Value.

On the right hand side of each progress bar, you can also see what percentage of the total amount has been inoviced, along with the total count of plans in that segment.

At the top of Pipeline View you’ll see blue conversion pills. These show the primary conversion rate: the percentage of plans that progressed from Plans Created → Plans Started.

This gives you an immediate view of patient acceptance of treatment recommendations.

Additional conversion information is displayed directly in the funnel for each stage.

This is the most important metric in Pipeline View.

It tells you what proportion of newly created plans were accepted and progressed into treatment.

The blue conversion pill displays this value clearly.

See where plans in the cohort ended up:

This helps highlight operational issues or value leakage.

Below the funnel in the Pipeline Metrics section, Pipeline View includes tiles summarising the conversion rates and the financial outcome of the cohort:

• Total £ value of plans that were fully completed and invoiced

• Includes the number of completed plans

→ Shows revenue already realised

• £ value of plans started but not yet completed or invoiced

• Includes number of outstanding plans

→ Indicates future revenue still in progress

• £ value of plans that became inactive or deleted

• Includes number of lost plans

→ Highlights potential revenue leakage

Velocity metrics are shown below the Financial Summary under Pipeline Velocity - these show how long treatment plans take to progress.

Velocity helps you identify bottlenecks. Longer times often indicate scheduling delays or patient disengagement.

You can break down the funnel by:

Each breakdown creates its own funnel segment, showing:

You can quickly sort by Conversion Rate, Total Value or Plan Count the funnels for the breakdown applied using the sort buttons in the top right corner

You can also add any of the Treatment Plan Pipeline funnels to your Dashboard for later use by clicking on the 'Add to Dashboard' button in the top right corner:

When you add a Breakdown in Pipeline View—such as Practice. Provider. Payor. Treatment Category. or Value Band—Explorer automatically generates a detailed breakdown table beneath the funnels and Pipeline Metrics.

This table shows the full set of lifecycle metrics for each segment, including:

• Created. Started. Completed. Incomplete. Inactive. Deleted

• Financial values (£) for each stage

• Plan counts shown underneath each £ value (e.g. “£10,467 / 25 plans”)

• Conversion % for that segment (Completed / Created)

• Velocity metrics where applicable (Avg Days to Start. Avg Days to Complete. Avg Total Cycle Time)

This makes it easy to compare segments side-by-side and quickly spot patterns—for example. which treatment categories have high acceptance. or which providers have high incomplete plan value.

All figures in the breakdown table are included when you export the report. ensuring you can analyse or share the segmented data outside of Explorer.

Click any stage or segment for details such as:

You can filter, sort, and export these records to Excel.

Includes:

Includes:

They measure different things. Pipeline tracks a cohort created during the period. Snapshot shows all plans existing during the period.

Because the cohort lifecycle continues beyond creation.

To keep cohort analysis simple and consistent.