The Opportunity Analysis dashboard provides insights into open opportunities, conversion outcomes, and detailed opportunity-level data. Use the filters to narrow by facility, patient, date ranges, and status — then export or drill down into patient records as required.
Requirements
- Must have Kipu BI reporting access and permission to view opportunity analytics.
- Facility-level access controls apply — users will only see data for facilities assigned to them.
- Contact your Kipu Admin to request access if you do not see the report in Analytics > Dashboards.
Accessing the Report
- Navigate to: Analytics > Kipu BI > Opportunity Analysis.
Dashboard Controls
- Use the control filters to help isolate specific information regarding all active opportunities, their status, and pipeline trends over time.
Filter controls
- Facility
- Patient Name
- MR # (Medical Record)
- Opportunity Create Date (range)
- Opportunity Status (New / Contacted / Admitted / Converted / Lost)
- Referral Source
- Timezone
Visualizations
- Total Opportunities — KPI card showing total count in range
- # Unique Patients with Opportunities — KPI card
- Pipeline by Status — stacked bar or donut chart
- Opportunity Trend — line chart showing weekly / daily counts
- Opportunity Details Table — exportable table listing facility, patient, MR#, create date, status, last update
Conversion & Outcomes
Analyse which opportunities convert to admissions and which are lost — with reasons and facility breakdowns.
Filter controls
- Time zone
- Opportunity Status (Converted / Lost)
- Opportunity Create Date
- Outcome Date (Admission / Lost Date)
- Referral Source
Visualizations
- Total Converted Opportunities — KPI card
- # Unique Patients Converted
- # Lost Opportunities
- Outcomes by Facility — bar chart showing conversions / losses per facility
- Loss Reasons — stacked chart or table summarizing common reasons