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Reference · Resource Guide
Definitions & Best Practices
Standard definitions that keep KPI interpretation consistent across Marketing Tracker, Call Analysis, and DPMS reviews.
Lead Definitions
4
Reporting Window
60+ days
Defined Categories
2
Lead Definitions
Core definitions for identifying new, converted, and existing patient lead activity.
Reporting Best Practices
Guidance for when KPI data is most reliable and actionable.
Apply these definitions
Use them when reviewing KPIs in calculators, dashboards, and training sessions.