Dashboard command center
Practice growth at a glance
This view is built to feel like an executive referral console, fast to scan, calm under pressure, and clear about where the next dollars are coming from.
Attributed revenue
$1,400
$175 redeemed value
Open pipeline
$1,600
2 pending referrals
Conversion rate
40.0%
2 converted out of 5
Active balances
5
$625 in live patient credit
Operator performance
First Brush
Dr. Thompson has sent 0 referrals this month
Just getting started — keep brushing up those referrals!
Staff this month
0
Current sending pace
Team this month
0
Practice-wide outbound volume
This month revenue
$0
Redeemed this month
Referral engine
Practice snapshot
Credits issued to date
Combined referrer + new patient credit issued
$350
Open referral value
2 cards still waiting to convert
$200
Active patient balances
5 patients currently hold credit
$625
Team ranking
Who is driving volume
Priority queue
What needs attention next
The front desk should be able to glance here and know which referrals need follow-up, rescue, or conversion help.
Live timeline
Recent material activity
Robert Brown's referral expired
Sent by Dr. Thompson · Apr 15, 12:00 PM
Sarah Williams was sent a referral card
Sent by Dr. Thompson · Mar 11, 8:00 AM
John Smith was sent a referral card
Sent by Dr. Thompson · Mar 10, 2:30 PM
Maria Garcia converted into a completed referral
Sent by Dr. Thompson · Mar 8, 9:00 AM
David Johnson converted into a completed referral
Sent by Rachel M. · Mar 1, 11:30 AM
Conversion snapshot
What is working
$1,400
Modeled from redeemed referrals using the current 8x lifetime value assumption.
2
Pending cards currently represent $1,600 in modeled future revenue.
2
Priority items are being surfaced directly in the dashboard so staff can act faster.
Next evolution
Phase 2 dashboard notes
This pass pushes the dashboard into command-center territory with stronger hierarchy, priority surfacing, and more executive referral storytelling while staying on the preview track only.