Command Center
Clearview Eye Institute · April 2026 · 6 surgeons · 85 monthly consults
Monthly Consults
85
↑ 8 vs last month
Conversion Rate
62%
↓ 3% vs target (72%)
Monthly Revenue
$1.2M
↑ $42K vs last month
Avg Consult Score
78/100
↑ 5 pts this week
Practice Health Score
Needs Attention
74
/ 100
3
Churn Risk Patients
$38K
Projected Recovery / Qtr
12
Consults Pending Follow-up
Revenue Intelligence
Live
$1.2M
MRR
+$42K month-over-month · On track for $14.8M ARR
⚠ Churn-Risk Patients
Patient M.K.
No follow-up in 18 days post-consult
$4,200
Patient R.T.
Price objection unaddressed · 2 missed calls
$6,800
Patient D.W.
Requested competitor comparison
$3,600
Recent Activity
Last 24 hours
Sarah M. completed cataract consult coaching session — score improved 8 pts to 84/100
2 hours ago
Follow-up sequence converted: Mrs. Johnson booked bilateral cataract surgery — $12,400 revenue
4 hours ago
AI flagged missed close opportunity in Dr. Chen's 2pm consult — suggested script available
6 hours ago
Weekly staff report generated — 3 coordinators above target, 1 below threshold
Yesterday, 8:00 AM
Automated re-engagement sent to 7 patients who went silent after consult — 2 responded within 1 hour
Yesterday, 7:15 AM
April MTD bookings at $1.04M — 87% of monthly target. Projected to close at $1.22M
Yesterday, 6:00 AM
Sales Pipeline
April 2026 · vs OpticClose projection at 72% target rate
Total Consults
85
This month
Surgeries Booked
53
↑ 4 vs last month
Current Rate
62%
10pts below target
Revenue at Target
+$180K
Annual upside at 72%
Conversion Funnel
Current
With OpticClose
Consults This Month
↓ 73% scheduled
Completed Consults (showed up)
↓ 85% recommended surgery
Surgery Recommended
↓ 62% converted (current) vs 72% projected
Surgery Booked
Projected annual uplift at 72% conversion rate
Based on 85 consults/mo × $3,200 avg procedure value
+$180,480 / year
Coordinator Leaderboard — April 2026
Live Ranking
1
SM
Sarah Mitchell
24 consults · 18 booked · Avg coaching score 88
75%
conversion
2
JR
James Rivera
31 consults · 21 booked · Avg coaching score 79
68%
conversion
3
AT
Aisha Thomas
30 consults · 14 booked · Avg coaching score 71
47%
needs coaching
⚠ AI Insight: Aisha's conversion dropped 6% this month
Primary issue: weak objection handling on pricing questions. 3 tailored coaching scripts generated and ready to review.
AI Coaching
Recent consult scores · Click any consult to see full AI analysis
Avg Consult Score
78/100
↑ 5 pts this week
Consults Analyzed (MTD)
62
Out of 85 total
Scripts Generated
18
Personalized this month
Recent Consult Scores
AI Analyzed
| Patient | Coordinator | Procedure | Date | Score | Key Insight | Outcome |
|---|---|---|---|---|---|---|
| P.H. | Sarah M. | Bilateral Cataract | Apr 11 | 91 | Excellent rapport, handled financing objection perfectly | ✓ Booked |
| M.K. | Aisha T. | LASIK | Apr 10 | 64 | Missed urgency close — patient expressed 'thinking about it' | ⏳ Follow-up |
| R.T. | James R. | Premium IOL | Apr 10 | 83 | Strong education, weak on competitor comparison | ⏳ Follow-up |
| L.C. | Sarah M. | Bilateral Cataract | Apr 9 | 88 | Used AI-generated script for value anchoring — worked | ✓ Booked |
| D.W. | Aisha T. | LASIK | Apr 8 | 52 | Rushed consult, patient asked for competitor info — unaddressed | ✗ At-Risk |
| F.B. | James R. | Premium IOL | Apr 8 | 79 | Good closing but financing options not fully explained | ✓ Booked |
🤖 AI Coaching Insight for This Week
The #1 conversion leak is unaddressed "I need to think about it" responses. 4 of 7 lost consults this week had this pattern. OpticClose has generated 3 urgency-close scripts tailored to your practice's top procedures. Coordinators using these scripts convert at 23% higher rates.