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Lead Pipeline & Conversion Report

Understand your conversion rate at each stage of the lead journey and get a breakdown of the leads included in these numbers.

Louise Buscombe avatar
Written by Louise Buscombe
Updated over 2 months ago

DenGro’s Lead Pipeline Conversion Report gives you instant clarity on how well your team is converting leads into patients.


✅ What This Report Shows

You’ll get instant access to your top-line conversion metrics:

  • Overall practice conversion rate

  • Received to booked conversion rate

  • Received to attended conversion rate


🔍 Filters Available

You can filter the data by:

  • Treatment type

  • Lead status (e.g. active)

  • Lead journey stage (e.g. new)

  • Affiliate
    …and more.


📅 New Date Filter Options

We've added a powerful date filter so you can view your data in two different ways:

1. Lead Received Date

Run the report based on when leads were first received.
Example: show all leads received last month.

You’ll see how many of those:

  • Booked a consultation

  • Attended a consultation

  • Started treatment
    within the same month


2. Lead Activity (Action Date)

Run the report based on when actions were taken — not when the lead was received.

This view includes:

  • All new leads received

  • Leads (from any time) that:

    • Booked a consultation

    • Attended a consultation

    • Started treatment

    • Chose not to proceed


💷 Revenue Metrics

Two revenue figures are displayed:

  1. Confirmed Revenue
    Revenue from leads that have started treatment.

  2. Revenue Opportunity
    The potential revenue still available from leads who haven’t converted yet.

📝 Note: These figures are based on treatment prices saved in your DenGro settings. If you’ve updated prices for individual leads on their profile, those overrides will be used.


👤 See Who the Leads Are

Need to go beyond the numbers?

Click “Show Breakdown of the Above Figures” to view:

  • A full list of leads

  • Their individual conversion journeys

You can even click a lead’s name to view their profile summary.


Need Help?

If you're unsure how to use this report or want help interpreting your data, our team is here to support you. Just reach out through the chat or book a training session.

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