SAMPLE Preview format for the monthly Patient Funnel we're proposing for ROD reviews. All numbers below are illustrative — SGA Dental (Savannah, GA) is a fictional practice used to show the layout.

Patient Funnel — June 2026

Practice-level dashboard · one page per practice · shared with ROD monthly
LIVE automated source VENDOR-CALC vendor math ▲ up YOY / vs benchmark ▼ down YOY / vs benchmark

SGA Dental — Savannah, GA

SGADENTGADD · General · ROD: [ROD Name] · Growth Manager: [GM Name] · Reporting month: June 2026 (complete)
1 · Marketing Investment
$5,847
Google Ads spend, June
▲ +18.4% YOY vs $4,940 (Jun 2025)
612 clicks · 18,940 impr
Avg CPC $9.55 · CTR 3.23%
Clicks YOY ▲ +9.1% · Impr YOY ▼ −4.6%
LIVE · Google Ads
▶
2 · Demand & Leads
3,412
website sessions, June
▲ +12.7% YOY vs 3,027 (Jun 2025)
GHL Form Submissions
48 total · 32 via paid-media LPs (67%)
16 via organic / direct site forms
LIVE · GA4 + GHL
▶
3 · Opportunities
229
contactable opportunities
PeerLogic (phone)
187 inbound calls · 24 missed
Missed-call rate: 12.8%
Neurality (voice AI)
42 voice opportunities
LIVE · PeerLogic Neurality
▶
4 · Scheduled
90
appointments scheduled
PeerLogic (from calls)
64 scheduled · 34.2% of calls
Neurality
26 scheduled (Voice 14 · SMS 12 · Online 0)
NP scheduled by agent: 9
LIVE · PeerLogic Neurality
▶
5 · Completed New Patients
52
PBI, June — headline metric
44
Mar
39
Apr
47
May
52
Jun
34
Jul*
LIVE · Power BI
NP vs Goal (prev. full month)
52 / 47
111% of goal · Goal = May actual (47) · +5 NP MoM
Production per NP
$4,890
▲ +8.2% YOY vs $4,520 (Jun 2025) · $254,280 ÷ 52 NP (PBI)
CAC — Google Ads only
$112
▼ −6.7% YOY vs $120 (Jun 2025) · lower is better · $5,847 ÷ 52 NP
Hygiene Reappt vs SGA Avg
90.2%
▲ +3.7 pts vs SGA avg 86.5% (June)
Google Reviews (prev. month)
12 · 4.8★
120% of 10-review goal · 4.8 avg star rating · June new reviews
What's working
Paid-media landing pages are doing their job — 67% of form fills came through the LP set, and GA4 sessions are up 12.7% YOY on a modest 18.4% ad-spend increase. Hygiene reappt (90.2%) is running 3.7 points above the SGA network average.
Where to look
12.8% missed-call rate at PeerLogic is the biggest leak in the funnel — 24 missed calls in June ≈ 8 potential NP at the current scheduling rate. Front-desk coverage or overflow routing is the first conversation.
How to read this page. The funnel reads left-to-right: what we spent → who showed up → who called or filled a form → who got on the schedule → who actually became a new patient. The NP goal for June is May's actual (previous complete month), so the practice is always chasing its most recent best. Google Ads spend, GA4 sessions, and hygiene reappt are compared YOY / to network average to answer "are we moving in the right direction." Missed-call % is called out because it's the single biggest recoverable leak most practices have. Neurality numbers are vendor-calculated. Sources: Power BI (NP, production, hygiene), Google Ads API, GA4, GoHighLevel (forms), PeerLogic export, Neurality monthly export.
Format proposal · one page per practice · generated monthly on the 5th of the following month for the previous complete month · distributed to ROD + Growth Manager pair.