Dashboard

Sunday, March 15, 2026

New Leads Today

47

+12%

Pending Review

128

pending

Active Patients

3,847

+4.2%

Monthly Revenue

$573K

+8%

Patient Pipeline

New Leads

847

James Morrison

42y
Paid AdMar 14

Linda Tran

51y
ReferralMar 14

David Park

37y
EmailMar 14

Rachel Nguyen

44y
Paid AdMar 13

Qualification

234

Sarah Kim

38y
fatigueweight gain

Score: 87

Michael Torres

55y
low libidobrain fog

Score: 92

Karen Wells

46y
mood swingsinsomnia

Score: 74

Jason Briggs

41y
fatiguemuscle loss

Score: 81

Provider Review

128

Robert Kim

49y
Dr. Chen

Amanda Foster

36y
Dr. Patel

William Sato

58y
Dr. Chen

Lab Work

96

Maria Santos

43y
Received

Greg Hoffman

52y
Ordered

Priya Kapoor

39y
Complete

Tom Bradley

61y
Ordered

Active Treatment

3,847

Chris Evans

45y
TRT· Follow-up Mar 28

Diane Murray

50y
Estrogen + Progesterone· Follow-up Apr 2

Alex Petrov

33y
TRT + HCG· Follow-up Mar 22

Retention

42,848

Retention Rate

94.2%

Janet Lee

47y
Churn Risk: Low

Mark Stevens

56y
Churn Risk: Medium

Emily Walsh

40y
Churn Risk: Low

Recent Activity

  • James Morrison completed intake assessment2 min ago
  • Lab results received for Maria Santos15 min ago
  • Dr. Chen approved treatment plan for Robert Kim1 hr ago
  • New lead from paid campaign: David Park1 hr ago
  • Priya Kapoor lab results marked complete2 hr ago
  • Follow-up scheduled for Chris Evans2 hr ago
  • Karen Wells qualification score updated to 743 hr ago
  • New referral lead: Linda Tran3 hr ago
  • Monthly lab panel ordered for Greg Hoffman4 hr ago
  • Diane Murray treatment plan renewed5 hr ago

Conversion Funnel

Leads → Qualified28%
Qualified → Consultation65%
Consultation → Active78%
Overall14.2%

Revenue Breakdown

Consultations$47K
Subscriptions$384K
Lab Services$89K
Add-ons$53K
Total$573K