Stage ko haath se 'converted' karne se patient nahi judta — isliye ginti me nahi aata; "Convert → patient" use karo. Revenue me us patient ke us range ke sabhi bill jude jaate hain — cancel hua bill bhi gina ja sakta hai. "By Campaign" table me sirf wo leads aate hain jinka campaign naam ho — Lead Form se aaye leads (form ka naam) aur Camp ke leads (camp ka naam); iska Revenue sirf lead ke "Estimated Value (₹)" se banta hai. Default range pichhle 90 din. Source khaali ho to "unknown". Mobile par Source Attribution screen me 7d / 30d / 90d button bhi hain.
Source ROI me Leads, Converted aur Revenue kaise gine jaate hain?
Chune hue From–To me jitne leads bane wo "Leads". "Converted" sirf wo leads jinhe Leads Pipeline me "Convert → patient" se kisi patient se joda gaya (ya Camp se patient bana). "Revenue" = us patient ke isi date range me bane bills ka total (billed, collected nahi); bill na ho to lead ka "Estimated Value". Source = lead ka Source (walk-in, google, facebook, camp, form…).
Where in ORALZY: Patient Connect → Leads & Outreach → Source ROI → Source Attribution · Mobile: Marketing Attribution screen
Quick steps
- Source ROI kholo, From–To chuno
- Leads Pipeline me har converted lead ko "Convert → patient" se patient se jodo
- "By Source" aur "By Campaign" table dekho