REVENUE TREND — 6 MONTHS
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CASH POSITION
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collected
Collected
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Outstanding
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RECEIVABLE AGEING
TOP TREATMENTS BY REVENUE
REVENUE BY COUNTRY
FROMTO
All bookings
ConfirmedPendingCancelled
| BOOKING DATE | PATIENT | COUNTRY | SERVICES | DOCTOR | CARTEL NR | AMOUNT | PAYMENTS COLLECTED | AGENT | STATUS |
|---|
Show
REPORT DATE
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APPOINTMENTS
booked today
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REVENUE TODAY
booked value
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COLLECTED TODAY
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CANCELLED
today
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PENDING
awaiting
Today's appointmentsbooked today · system entry
| TIME | PATIENT | COUNTRY | SERVICES | AMOUNT | AGENT |
|---|
Payments collected today
| TIME | CLIENT | BOOKING REF | AMOUNT | METHOD | RECORDED BY |
|---|
ConfirmedPendingCancelled
TEAM BATTLE
AGENTS × MONTHS · per team, ranked by 6-month total
RECORDS · gamification — give agents something to beat
THIS MONTH SPRINT
The weekly push view: where each agent stands mid-month — accepted & booked so far, collections, their monthly target, and what they must book per remaining week to close the gap.
| AGENT | TEAM | ACCEPTED (NR) | ACCEPTED (€) | BOOKED QTY | BOOKED € | COLLECTED € | TARGET | GAP | NEEDED/WK | PACE |
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LOST CLIENTS — LAST 90 DAYS
Cancellations & no-shows — recoverable revenue
| AGENT | LOST | € VALUE | RECOVERED |
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FOLLOW-UP QUEUE
Consultations done, no treatment booked yet
| AGENT | WAITING | OLDEST | POTENTIAL € |
|---|
Expected arrivals vs monthly targets — 6 months back, 6 months ahead
GAP TO TARGET
COUNTRY × MONTH · focus markets + other
Heat shading: stronger accent = bigger share of that month. Toggle above flips cells between clients and €.
BOOKED VS COLLECTED · is the money actually arriving?
How to read it: Booked = value of arrivals that month. Collected = payments actually received. The gap is outstanding — money owed by patients already treated.
| MONTH | BOOKED | COLLECTED | OUTSTANDING | COLLECTION RATE |
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REFERRAL CHANNELS
Where arriving clients come from
| CHANNEL | CLIENTS | REVENUE | AVG € |
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TRAVEL ADD-ON ATTACH
Share of foreign arrivals taking transfer / hotel / full package
| MARKET | TRANSFER | HOTEL | PACKAGE |
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TOP TREATMENTS · from services on bookings
| TREATMENT | QTY BOOKED | CLIENTS | REVENUE | AVG € / UNIT | SHARE OF REVENUE |
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CONSULTATION → TREATMENT CONVERSION
Of clients whose first visit was a consultation — how many booked treatment
| MONTH | CONSULTS | CONVERTED | RATE |
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NO-SHOWS & CANCELLATIONS
Leakage from the forecast — every cancellation shrinks "expected"
| MONTH | BOOKED | CANCELLED | NO-SHOW | KEPT RATE |
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| NAME | ROLE | DEPARTMENT | SCOPE | STATUS | ACTIONS |
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Activity log
| WHEN | PERFORMED BY | ACTION | CLIENT | ASSIGNED AGENT | BOOKING REF | IP | CHANGES |
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Inbound flights & pickups
| PICKUP | ARRIVAL | FLIGHT | ROUTE | TERM | PATIENT | FROM | STATUS | COMMENT |
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SERVICE CAPACITY
Cohort by lead created, all leads since the first ever · status is the primary lens (quality tiers parked until scores have real signal)
STATUS MIX
Where every lead in the period stands right now
WEEKLY STATUS COMPOSITION
Where each intake week's leads stand today — a week still heavy in New/No answer is unworked inventory
CONVERSION FUNNEL
Stacked by team · drop-off between stages
Team leaderboard
| TEAM | LEADS | ≤5M | REACHED | ACCEPTED | CONVERSION | LOST % | OPEN PIPELINE |
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Lost breakdown
Source mix