This section provides a high-level view of your business performance and the financial impact of patient decisions.

Key metrics help you understand how consultations translate into confirmed procedures and where potential revenue may still be at risk.

Your turnover at risk
The Turnover at Risk widget highlights potential revenue associated with patients who have not moved forward with a procedure.

Undecided and Declined patients are displayed separately, making it easier to understand how each group contributes to potential lost revenue.

For each category, you can see:

• The percentage corresponding to Undecided or Declined patients
• The trend compared with the previous period

This helps you identify changes over time and potential opportunities for patient follow-up.

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)

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.

This section brings together patient feedback and reputation-related information, helping you understand patient satisfaction and how patients perceive their experience with your practice.

• Patients' Surveys

The Patients' Surveys card provides access to recent Post-Consultation and Post-Procedure Surveys.

Select View surveys to open the surveys list directly from the Business Dashboard. For each survey, you can see information such as:

• Patient name
• 3D type
• Date received
• An option to view the survey responses

This allows you to review recent patient feedback without leaving the Dashboard.

Survey statistics take conditional questions into account, so questions that were not presented to a patient are not counted as unanswered questions.

• Ratings & Reviews

The Ratings & Reviews area helps you monitor patient reviews and understand their impact on your online reputation.

If Ratings & Reviews has not yet been activated and you have not received any reviews, the Dashboard provides additional guidance to help you get started.

You can use the Learn how and See the impact sections to learn more about setting up Ratings & Reviews and the benefits of collecting patient feedback.

• 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.

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.

The Activity section provides a centralized view of 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.