The Conversion Report lives under Reporting > Attribution Reports in Aesthetix CRM. It shows how many contacts, opportunities, and how much revenue your practice is generating from Forms, Surveys, and Calendars, and it breaks that activity down by traffic source so you can see which channels are actually turning prospective patients into booked appointments and closed revenue.
Access to individual widgets can vary based on your user permissions, so if a section described below is missing from your view, check with your account admin.
This report is one of several places attribution data shows up in Aesthetix CRM. Ad-specific performance (Google, Meta, TikTok, LinkedIn) is best reviewed in Ads Manager's Ad Reporting, and reputation and review activity has its own reporting inside Review Management. If you want the practice-wide attribution overview, the flagship attribution guide in Essential Guides covers how all of these pieces fit together. The Conversion Report is the place to go when you specifically want to trace contacts, opportunities, and revenue back to Forms, Surveys, or Calendar activity.
From the left navigation, select Reporting.
Select Attribution Reports.
The report can pull from three source types, and choosing the right one determines which lead-generation activity you're analyzing:
Forms: measure how well your website's lead forms (intake requests, contact forms, consult request forms) are converting visitors into contacts.
Surveys: measure engagement and completion from patient feedback or intake surveys.
Calendars: measure how scheduled appointments and consults are contributing to contact growth and closed revenue.
Pick the source type that matches what you're trying to evaluate. If your practice runs a website contact form and a separate consult booking calendar, you'll want to check both source types to get the full picture of where your patients are coming from.
Use the Select Date Range button (the calendar icon) to narrow the report to a specific window, such as the last 30 days or a custom range around a campaign. Confirm your selection with the green check mark button, and every widget on the page updates to reflect that window.
Click the refresh button to pull the latest numbers into every widget on the page without reloading the browser tab. This is useful when you're watching a live campaign or want to confirm today's activity without losing your current filters.
At the top of the report, four summary metrics give you a quick read on performance for the selected source type and date range:
Metric | What it tells you |
|---|---|
Revenue Closed | Total revenue your practice closed during the selected period. |
Opportunities Closed | The number of opportunities (deals, treatment plans, packages) successfully closed in that period, a good indicator of sales performance and conversion rate. |
Total Contacts | The number of new contacts created during the period, useful for gauging lead generation and marketing effectiveness. |
Total Sessions | The number of sessions recorded during the period, covering website traffic, form views, survey visits, and calendar page visits. |
Below the summary metrics, four timeline charts plot the same data points chronologically so you can see trends rather than a single total:
Revenue Closed, Timeline: revenue generated across the selected period, plotted day by day.
Opportunities Closed, Timeline: closed opportunities plotted across the period.
Contacts Created, Timeline: new contacts plotted across the period.
Sessions Created, Timeline: sessions plotted across the period, covering website traffic, forms, surveys, and calendar visits.
All four timelines automatically adjust when you change the date range at the top of the page.
Three additional charts show where your conversions are coming from, not just when:
Opportunities Closed, Traffic: traces closed opportunities back to their originating traffic source, such as Organic Search (Google, Yahoo), Social Media (Facebook, Instagram, TikTok), or Direct Traffic.
Contacts Created, Traffic: traces new contacts back to their originating traffic source using the same source categories.
Sessions Created, Traffic Source: traces sessions back to their originating traffic source.
These charts help you answer questions like "are our closed opportunities actually coming from our social ads, or mostly direct traffic and referrals?" Like the timeline charts, they update automatically when you change the date range.
Any of the charts with the Show/Export Data icon let you pull the underlying list and export it to a spreadsheet:
Click the Show/Export Data icon on the metric you want to inspect (available on both the Contacts and Opportunities widgets).
Review the list of contacts (or opportunities) generated during the selected period.
Click Columns to choose which fields to display in the list.
Select the columns you want to show, then confirm.
Click Export to download the list as a spreadsheet.
Click Close once you're done reviewing the data.
Because exported contact lists can include patient names, emails, and phone numbers, treat downloaded reports the same way you'd treat any file containing patient information: store them securely and limit access to staff who need them for the analysis at hand.
Where do I find the Conversion Report? Go to Reporting, then Attribution Reports. The Conversion Report is the main view you land on.
What's the difference between Forms, Surveys, and Calendars as a source type? Each one tracks a different kind of lead activity: Forms track website lead forms, Surveys track patient feedback or intake survey engagement, and Calendars track scheduled appointments and consults. Switching the source type changes what the whole report is measuring.
Why don't I see all the widgets other staff members see? Visibility of individual report sections depends on your user permissions. Ask your account admin to check your role if a section is missing.
Does changing the date range affect every chart on the page? Yes. The summary metrics, the timeline charts, and the traffic source charts all update together when you change the date range at the top of the report.
How do I export a list of contacts or opportunities from this report? Click the Show/Export Data icon on the Total Contacts or Opportunities Closed widget, choose which columns to include, then click Export to download the list.
What counts as a "session" in Total Sessions? A session includes any recorded visit tied to your tracked sources, including website traffic, form views, survey visits, and calendar page visits during the selected period.
Is this the only place to see ad performance or review data? No. Ad-specific reporting by platform (Google, Meta, TikTok, LinkedIn) lives in Ads Manager's Ad Reporting, and reputation and review performance is reported inside Review Management. The Conversion Report focuses on Forms, Surveys, and Calendars.
Can I refresh the data without reloading the page? Yes. Use the refresh button at the top of the report to pull the latest numbers into every widget without reloading your browser tab.
What traffic sources does the report recognize? Common categories include Organic Search (from search engines like Google and Yahoo), Social Media (platforms like Facebook and Instagram), and Direct Traffic.
Should I be careful with exported contact data? Yes. Exported lists can contain patient names and contact details, so store them securely and only share them with staff who need the information.
