The Business Dashboard is organized into structured sections, each focusing on a specific aspect of your consultation or post-consultation performance.
Together, these sections provide a complete view of:
- Financial impact
- Patient decision status
- Engagement after consultation
- Patient satisfaction and reputation
- Marketing effectiveness
- Operational activity
The layout follows a logical progression:
Business Overview and Conversion Rate - Financial performance and consultation effectivenessTitle
This section provides a financial summary of procedure performance based on status.
Business overview contains three primary financial indicators:
-
Your turnover at risk
Displays the total potential revenue linked to procedures that are:
- Undecided
- Declined
It also shows:
- The percentage change compared to the previous period
- The number of procedures in each status
Purpose: Quantifies revenue that has not yet been secured and may require follow-up.
-
Your turnover recovered
Displays the revenue generated from procedures that moved from:
- Undecided or Declined → to Confirmed
It includes:
- Percentage comparison vs previous period
- Number of procedures that changed status
Purpose: Measures the effectiveness of follow-up actions and post-consultation recovery.
-
Your turnover generated
Displays total revenue from newly confirmed procedures within the selected period.
It includes:
- Percentage comparison vs previous period
- Number of confirmed procedures
Purpose: Shows confirmed revenue generated during the timeframe.
Calculation logic (applies to all three metrics):
- Based on the clinic’s configured procedure prices
- If no price is defined, country averages are used
- Currency follows the country default (modifiable in profile settings)
Default timeframe: last 90 days (with comparison to previous 90 days)
Conversion rate displays the percentage of procedures confirmed after a Crisalix consultation:
It also shows:
- Total consultations
- Number of procedures with undefined status (if applicable)
Key Characteristics
- Calculated historically
- Excludes dummy/test patients
- Based on procedure status transitions to “Confirmed”
Purpose
The Conversion Rate measures consultation effectiveness.
It indicates:
- How efficiently consultations translate into confirmed procedures
- Long-term performance trends
- The impact of consultation quality on bookings
- Relationship Between the Two Sections
The Business Overview answers: What is the financial impact of procedure decisions?
The Conversion Rate answers: How effectively do consultations convert into confirmed procedures?
Together, they provide both:
- Revenue visibility (amount)
- Performance efficiency (rate)
Date filter logic
By default, the Business Overview displays data for the last 90 days.
The selected date range filters patients based on their creation date, not on the procedure date.
This means:
- All patients created within the selected timeframe are included.
- All procedures linked to those patients are taken into account.
- Revenue totals are calculated based on the status and pricing of those procedures.
Engagement & Decision Signals - Patients who need attention and most active patients
This area highlights post-consultation behavior and procedure decision status.
It includes:
• Patients who need attention: Displays the number of unconfirmed or declined procedures.
This reflects:
- Open decisions
- Potential revenue not yet secured
- Cases where follow-up may influence outcome
• Most active patients: Ranks the top three patients based on number of logins to your Patient App. When you select “View all” you will see a list of all the patients with access to the Patient App who have visited their 3D.
This reflects:
- Level of post-consultation engagement
- Continued interest in the proposed treatment
- Possible proximity to decision
• 3D views from Patient App: Displays the total number the 3D simulation was opened during the selected period.
This reflects:
- Ongoing evaluation behavior
- Digital engagement after consultation
This group focuses on:
Decision status and post-consultation engagement behavior.
Reputation & Feedback - Ratings, reviews, and clinic statistics
This area consolidates structured patient feedback collected after consultations and procedures.
Unlike engagement indicators (which measure behavior), this section measures perception and satisfaction, and connects patient feedback to overall clinic performance.
It includes:
• Crisalix Ratings & Reviews: Displays the most recent patient ratings and comments submitted within the selected period.
This reflects:
- Patient satisfaction after consultation
- Qualitative feedback about the experience
- Identification of promoters and recurring concerns
- Content that can be shared publicly to strengthen reputation
• Patients’ surveys: Displays the number of post-consultation surveys completed within the selected period.
This reflects:
- Patient willingness to provide feedback
- Level of post-consultation engagement
- Volume of structured responses contributing to performance metrics
• Clinic stats: Aggregates survey responses and displays the percentage of positive responses for key consultation indicators (e.g., Recommend doctor, Quick decision, 3D confirmed desires, 3D key for decision).
This reflects:
- Perceived consultation quality
- Impact of 3D visualization on decision-making
- Strengths and areas for improvement
- Trends in patient satisfaction over time
• Widget impressions: Displays how often your Ratings & Reviews and 3D widgets are shown.
This reflects:
- Visibility of your digital assets
- Exposure of your online reputation
- Reach of your consultation-related content
This group focuses on:
Patient perception, consultation quality, and reputation visibility.
Marketing & Decision Analysis - Patient sources, decision distribution, and funnel performance
This area analyzes how patients enter your ecosystem, how they move through the decision journey, and where potential conversion barriers exist.
It includes:
• Patient source: Displays the distribution of where patients originate (e.g., social media, internet, other).
This reflects:
- Effectiveness of acquisition channels
- Source distribution of your patient base
- Dependence on specific marketing channels
• Reasons for indecision: Displays the most common reasons patients report for not confirming a procedure.
This reflects:
- Conversion barriers
- Patient objections or concerns
- Opportunities to improve consultation approach
- Areas where additional information or reassurance may be needed
• Patient decision rate: Displays the distribution of procedures by status (Confirmed, Undecided, Declined).
This reflects:
Overall conversion balance
Volume of open decisions
Proportion of secured vs. unsecured procedures
Trend shifts in patient behavior
• Marketing: Displays funnel metrics including Signup visits, Signups completed, 3Ds created, Contacts, Bookings, and Enquiries.
This reflects:
Digital funnel performance
Drop-off points between stages
Effectiveness of Patient App conversion
Relationship between online engagement and consultation bookings
This group focuses on:
Patient acquisition, decision patterns, and conversion dynamics.
Operational Activity - Real-time account events and updates
This area functions as a live notification feed, displaying recent patient-related events within your Crisalix environment.
It includes:
• Activity feed: Displays events such as post-consultation surveys received, post-procedure surveys submitted, and other relevant account updates.
Whenever a new event is registered, a sound notification is triggered.
This reflects:
- New patient interactions as they occur
- Recent survey submissions
- Ongoing platform and Patient app activity
- Immediate operational updates requiring awareness
This group focuses on real-time notifications and centralized visibility of patient-related events.
By connecting financial data, conversion metrics, patient engagement, feedback, marketing performance, and real-time notifications, the new Crisalix business dashboard provides a clear and structured view of your activity.
It translates everyday patient interactions into measurable business insight, allowing you to monitor performance, detect opportunities, and stay informed.