Analyzing dashboard views

Once a report reaches Success status, click the report name to open the dashboard.

1. Choose Your Viewing Angle
   
   1. You can toggle between two primary views at the top of the dashboard:
      
      1. Objective (Default): Shows data based on the specific Refine Objective settings (Service Lines, Facilities, etc.) of each individual campaign.
      2. Overall: Removes all Objective criteria to show every possible downstream interaction attributed to the campaigns.
         
          
2. Exploring the Data Tabs - the dashboard is organized into four key areas:
   
   1. ROI Tab: View high-level summaries including total Leads, Attributed Patients, and ROI by channel.
   2. Campaign-Level Impact Summary: Breakdown of performance across multiple campaigns within an aggregate group.
      • Bolded top line displaying de-duplicated metrics rolled up from all campaigns in the report.
      • Individual campaign rows: Subsequent rows showing a specific KPI snapshot for each individual campaign.
        
         
   3. Reach Tab: Analyze demographics, activity summaries, and lead trending.
      
       Included in the Reach tab:
      • Interactive map: Get a visual representation of your campaign's geographic reach.
        
         
   4. Downstream Tab: Review service utilization, encounter types, and detailed financial performance.
      
       
   5. Trending Tab: Track time-based performance trends for communications, visits, and revenue.
      
       

Tip: Because reports are static snapshots, you must manually click Run/Refresh from the list view to see the most recent data.