A plain-English breakdown of the numbers you'll see in RootLogic's reporting section and what each one tells you about your practice's performance.
1
Find the Reports section
Click Reporting in the left sidebar. You'll see several sub-sections: Appointments, Calls, Opportunities, and Conversations. Each one gives you a different lens on your pipeline activity.
2
Understand Opportunities metrics
Total Opportunities = all pipeline cards created in the date range. Open Opportunities = leads still active in any stage. Won Opportunities = leads moved to Procedure Booked. Pipeline Value = sum of all opportunity values ($50 / $500 / $9,100) — this is what Google Ads and Meta use to measure your ROI.
3
Understand Appointments metrics
Booked = appointments scheduled through RootLogic calendars. Showed = appointments marked as attended. No-showed = appointments where the patient did not arrive and you marked them as a no-show. Show rate is showed ÷ booked — a healthy rate for hair restoration is 70% or higher.
4
Understand Calls metrics
Total Calls = all inbound and outbound calls through your RootLogic number. Answered = calls where someone picked up. Missed = calls that went to voicemail or were not answered. Average Duration = mean call length — a very short average (under 90 seconds) often signals the team is not getting through the intake script.
5
Understand Conversations metrics
New Conversations = first contacts initiated in the date range across SMS, email, and chat. Response Rate = percentage of inbound messages that received a reply from your team. A response rate below 80% is a flag — leads who don't hear back stop engaging.
Pro tip: Set the date range to the current month and bookmark the Reporting page. Review these numbers every Monday morning before your weekly team huddle — five minutes of data review will tell you exactly what to focus on that week.