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Documentation Index

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The Intake Funnel Analytics dashboard at /pm/intake-funnel shows aggregated conversion data across intake stages for a selected date range, with real-time updates and cross-site benchmarking.

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Overview

The page queries the pm_analytics_funnel_daily table and aggregates counts across the selected date range to build a five-stage funnel: Screened → Matched → Waitlisted → Appointed → Kept. Summary metric cards show total screened, overall conversion rate (Kept ÷ Screened), appointments kept, and average days to appointment. A bar chart renders each stage; clicking a bar opens a drill-down dialog listing individual leads at that stage. A live Supabase subscription (useAnalyticsFunnelSubscription) refreshes data as new events are recorded. A second tab — Benchmarking — presents cross-site comparison data via BenchmarkingView. A Compliance Report button is available in the page header.

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Who it’s for

Requires pm.intake_funnel.view (PM_PERMISSIONS.INTAKE_FUNNEL_VIEW).

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Before you start

  • Your role must include pm.intake_funnel.view.
  • Funnel data is sourced from pm_analytics_funnel_daily; the table must be populated for the chosen date range.

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Steps

1

Select a date range

Use the Filters control in the page header to choose a rolling window (e.g., last 30 days) or year-to-date. The default is the past 30 days.
2

Review metric cards

Four summary cards display: Total Screened, Conversion Rate, Appointments Kept, and Average Days to Appointment.
3

Read the funnel chart

The bar chart shows each stage label with an info-tooltip definition. Bars are color-coded by stage. The tooltip on hover shows the count and percentage of the prior stage.
4

Drill into a stage

Click any bar to open the Funnel Stage Leads dialog, which lists individual leads at that stage for the selected period.
5

Switch to Benchmarking

Select the Benchmarking tab to compare funnel performance across sites using the BenchmarkingView component.
6

Export a compliance report

Click Compliance Report in the header to generate a report for the current date range.

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Key concepts

Funnel stages — Five ordered stages tracked in pm_analytics_funnel_daily:
StageLabelDefinition (from UI tooltip)
screenedScreenedLeads who completed intake screening assessment
matchedMatchedLeads with an appointment scheduled within the compliance window after screening
appointedAppointedLeads who have a confirmed scheduled appointment
keptKeptLeads whose appointment was attended (confirmed status)
waitlistedWaitlistedLeads placed on the waitlist after matching
Conversion rate — Per-stage rate = count ÷ prior stage count × 100, shown in bar tooltip. Overall rate = Kept ÷ Screened. High-risk appointments widget — HighRiskAppointmentsWidget surfaces appointments flagged for no-show risk on the Funnel tab. Revenue impact widget — RevenueImpactWidget estimates revenue at risk based on funnel drop-off for the selected period.
When no rows exist in pm_analytics_funnel_daily for the selected range, the chart area displays “No funnel data for this period.”
A destructive alert with a sanitized error message replaces the page content if the query fails.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/analytics/IntakeFunnelDashboardPage.tsx
  • src/cores/pm/hooks/useAnalyticsFunnel.ts
  • src/platform/permissions/constants.ts