Account Funnel + Opportunity Lists

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Account Lifecycle

All Time Referral Status

Never referredDormantActive

Days Since Last Referral: 0

Account Funnel | Current State

Cold (Unworked)

Awareness (Exploration)

Education (Connection)

Actively Referring (Accountability)

Actively Admitting (Accountability)

No activity L30D

Activity logged L30D

High-leverage activity L30D

Referral L90D

Client Admitted L90D

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Expand

Occurred L90D Occurred all time, not L90D Never all-time

Age ranges referred

●8-11●12-17 ●18-34●35-49 ●50-64

5 active · 0 historical

Patient types referred

●BH●SUD

2 active · 0 historical

Referring contacts

Occurred L90D

All-time, not L90D

Never all-time

79 contacts total

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Account Metrics

L90D — Admissions and conversion % use a 30–120 day window: values appear only after at least one primary pipeline opportunity is not in the newest 30 days on Created Date (same semantics as Last 30 days filters).

Low-value activities94

High-value activities8

Disqualified Leads9

Opportunities124

BPSs82

Admissions71

Conversion %57%

All time

Low-value activities287

High-value activities8

Disqualified Leads65

Opportunities1053

BPSs746

Admissions635

Conversion %60%

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Contact Lists

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Referrals for this Account — Opps & Leads

1,053 opportunities all-time · 71 admissions L90D

Production Account Funnel (Lifecycle → Expand → Metrics → Contact Lists) rebuilt in SLDS from the live Four Winds figures, with the new Opportunity Lists component added underneath the Contact Lists — the account-level counterpart to the Contact Funnel's Referrals by this Contact card. Contact-list counts (15 / 5 / 24 / 40) and opp-list counts (29 open + 124 closed L90D + 900 older = 1,053 all-time opportunities) tie to the metrics above. Numbers synthetic.

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Referrals for this Account — Opps & Leads

1,053 opportunities all-time · 71 admissions L90D

Standalone Opportunity Lists component for the Account Funnel — the same card shown at the bottom of the Full Account Funnel view, isolated. Three lists (Active / Closed L90D / Closed All Time) on the RD-Dashboard-Pipeline column set, rolling up every opportunity & lead on the account and attributing each to its referring contact. Numbers synthetic.