Management
Reporting & Analytics
A per-consultant funnel: contacts, leads with a service assigned, sales and cancellations, each with its conversion rate.
The question a medical tourism team asks most often is a simple one: where in the funnel does each consultant stall? Answering it in a spreadsheet costs the same effort every month, and the numbers change depending on who built the sheet. MoonCRM computes the funnel in four steps, per consultant, with the conversion rate between each one. The same advanced filters apply to the statistics and dashboard screens, so everyone argues from the same definition.
What you can do
- Funnel across contacts → leads with a service assigned → sales → cancellations
- Conversion percentage calculated at every step
- Include or exclude specific consultants
- Hierarchical statistics by category including child categories
- Country distribution and consultant distribution
- Date-range comparison
- Advanced filters applied across every report
- Daily summary report delivered to managers automatically
Highlights
Funnel by consultant
Contacts, leads with a service assigned, sales and cancellations sit on one row, so heavy contact volume with weak closing shows up immediately.
The offer step is not a document
The second funnel step counts leads with at least one service assigned to their record — those whose treatment is settled and who reached the offer stage.
Category and operator breakdown
The statistics screen breaks records down by category, rolls child categories up hierarchically, and can be grouped by operator.
Country and consultant spread
The dashboard shows how many leads came from each country and how the workload is distributed across consultants for the date range you choose.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Settle your statuses
Define which status counts as a sale and which as a cancellation — the last two funnel steps are calculated from that definition.
- 2
Make service assignment a habit
Have consultants record the treatment of interest on the card; the offer stage is only accurate when they do.
- 3
Switch on the daily report
Configure the daily summary in settings so managers receive the numbers without having to ask for them.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions What does the offer step in the report mean?
It counts leads with at least one service assigned. MoonCRM does not produce documents here — the step measures leads whose treatment is settled and who reached the offer stage.
Do the reports include monetary metrics?
No. MoonCRM reports work in counts and percentages: how many contacts, how many leads, how many sales, how many cancellations, and the conversion between them.
Can I apply my filters to the reports?
Yes. The advanced filters you use on the patient list also apply to the funnel report and the statistics screen, so you work on the same slice of data.
Other modules
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
See Reporting & Analytics in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.