Overview

The Opportunities Dashboard in Adit Call Intelligence helps your practice track every booking opportunity — whether it comes from new patients calling for the first time or existing patients reaching out for appointments. It shows how many opportunities are still open, how many were booked, and how many were lost.

Think of it as your practice’s real-time pipeline of potential appointments. It helps your team follow up efficiently, improve booking performance, and understand why certain opportunities convert while others don’t.

Start the Guided Walkthrough (recommended)

🎥 Watch this guide > Learn how to explore your Opportunities Dashboard step-by-step in our interactive walkthrough. ▶ Watch: Opportunity Walkthrough

Key Sections of the Opportunities Dashboard

1. Open Opportunities

The Open tab shows all opportunities that have not been booked yet and require follow-up from your team. These include calls from both new and existing patients where booking was possible but not completed during the call.

Why it matters: This section helps you prioritize follow-ups and ensures no potential appointment slips through the cracks.

Learn more: Understanding and Managing Open Opportunities →

2. Closed Opportunities

The Closed tab shows two types of outcomes:

• Won: Opportunities where the appointment was successfully booked
• Lost: Opportunities that did not result in a booking

This section helps you understand conversion trends, identify common reasons for lost opportunities, and evaluate booking performance.

Why it matters: It helps practices spot patterns — such as “insurance not accepted,” lack of appointment availability, or price concerns — so your team can improve processes or adjust training.

Learn more: Tracking Won & Lost Opportunities →

Understanding the Opportunities Table

Each opportunity listed in the table includes detailed information derived from call analytics and patient data. This helps you review each case thoroughly before following up.

Key Columns Explained

• Lead/Patient Name: The individual associated with the opportunity.
• Status: Open, Won, or Lost.
• Temperature: Indicates how recent the opportunity is — Hot (0–10 days), Warm (11–30 days), or Cold (30+ days).
• Created Date: When the opportunity was created.
• Location: Practice location tied to the call.
• Source: Marketing source based on the tracking number (e.g., SEO, Facebook Ads, Flyers).
• Patient Type: New or Existing patient.
• Phone / Email: Contact information for quick follow-up.
• Preferred Mode & Time of Contact: How and when the patient prefers to be contacted.
• Follow-Up Date: Next recommended date to reach out.
• Call Type: Automatically detected call category (e.g., Scheduling, Rescheduling, Billing).
• Call Outcome: Result of the call (e.g., Booked, Not Booked, Cancelled).
• Sentiment: AI-derived patient sentiment during the call — Happy, Neutral, or Unhappy.
• Reason for Visit: Why the patient called (if available).
• Reason for Not Booking: If the opportunity was lost, the AI tags the reason.
• Revenue Potential: Estimated potential value ($, $$, $$$).
• Won Date: When the appointment was booked.
• Days Since Last Reachout: Days since last contact (call/text).
• Lost Date: When the opportunity was marked lost.
• Lost Reason: AI-tagged reason for losing the opportunity.
• User: The staff member who handled the original call.
• Notes: Manual notes added by team members.

Learn more: Deep Dive — Opportunity Fields Explained →

Available Actions

Each opportunity includes quick actions to streamline follow-up:

• Call Detail: Opens the call that resulted in the opportunity.
• Profile Card: Shows the lead or patient profile.
• Create Task: Assigns a follow-up task to the appropriate team member.

📍 Where to Find It

Navigation Path: Adit App → Call Intelligence → Opportunities → Open / Closed