DESIGN PREVIEW Fictional records only. Edits affect this page until reload; no live GHL access.
CARE AT HOME / CALL CENTER
Call Center performance
Sample snapshotSeptember 11, 2026 · end of day ET
Preview only · Live sync not connected
Planned automatic refreshes: midnight, 10 AM, noon, 2 PM, 4 PM, 6 PM & 8 PM Eastern, every day. Not active yet.
ET · Sample “Today”: Sep 11 · Sample start: Sep 1; launch date not yet selected
Activity Conversion
Total conversions in this period, regardless of receipt date, vs total leads received in this period
By activity date
activity conversion
Counts original conversions; Retention recoveries remain separate. This is not a received-lead cohort rate and can exceed 100%.
original conversions · activity over time
Original conversionsLeads received
Lead conversion rate
Of leads received in this period, how many converted?
converted
Includes later conversions known as of the sample snapshot. This rate can rise over time.
Conversion by source
Current Contact Source · automatically reflects later corrections
Activity + cohort
Source
Leads received
Original conversions Activity in period
Received leads converted Cohort count / received
Cohort rate
Share of conversions
Click a source to filter the conversion list below. Source names are samples, not a fixed production list.
Current leads by stage
Full pipeline inventory · includes opportunities received before the reporting start
opportunities across all listed stages
MichiganOregonCurrent snapshot · not affected by report dates
All stages from the business notes, including zero counts. Live pipeline configuration will supply any additional stages. Preview assumes one opportunity = one lead.
Time to Intake
Received timestamp to first qualifying Intake entry
Agent conversion scoreboard
Original conversions · Contact Owner credit
Click an agent to filter the full conversion list. Explicit corrections change credit; ordinary owner changes do not.
Conversions needing review
Uncounted exceptions · selected pipeline, all dates
Human review
Contact / opportunity
Pipeline
Current stage
First observed
Contact Owner / source
Reason
All conversions
Complete event list for the selected report dates and filters—not a top-ten sample
List filters also apply to downloads; charts above keep the shared pipeline/date selection. Sample contact links open a local GHL-link preview in a new tab, not a real patient record.
Conversion date / type
Contact / opportunity
Pipeline
Source
Contact Owner
Current stage / status
Review state
Actions
Lost leads by date
Selected pipeline and report dates · Eastern calendar days
Counts transitions to Lost by stage at loss, not current stage or lead receipt date. Reopening does not erase a loss; another loss counts as another episode. Lost duplicates are excluded. Unobserved dates show —, not zero.
Date
Call Center Lost
Intake Lost
Call Center lost leads
All matching loss episodes · not affected by conversion-list filters
Loss date
Contact / opportunity
Pipeline
Stage at loss
Lost reason
Current source
Current status
Intake lost leads
All matching loss episodes · not affected by conversion-list filters