If your use case requires this data in Funnel, you can request it as a Custom Connector.
Custom Connectors and the Custom Connector Request feature are available in the following plans: Business and Enterprise. See our Pricing page for more details.
Performance Report
Can be aggregated by Referring Source
Dimensions
Date
Location ID
Location Name
Currency
Metrics
New Opportunities Total
New Opportunities Booked
New Opportunities Not Booked
New Opportunities Sellables Won
New Opportunities Sellables Lost
New Opportunities Sellables Converted
Existing Opportunities Booked
Existing Opportunities Total
Existing Opportunities Not Booked
Not Connected Total
Schedule Lead Median
Duration Median
Connection Status Total
Connection Status Connected
Connection Status Not Connected
Classification General Call
Classification Existing Opportunity
Classification Not Connected
Classification Reschedule
Classification New Opportunity
Classification Confirmation
Classification Unknown Opportunity
Classification Cancellation
Classification Solicitation
Referring Source Aggregation Fields
Referring Source
Referring Source Total
How to Request this Custom Connector
To request Patient Prism data, submit a Custom Connector Request (see link here for instructions) or select the Patient Prism tile marked custom after enabling Show custom connectors. Selecting the tile automatically sends your request.
If you are interested in Patient Prism data that hasn't been covered here, we would like to encourage you to connect with our Integration Engineering team by submitting a Custom Connector Request. They will be more than happy to explore the potential of obtaining additional data.