How to Access the Reporting Features within Dewy

How to Access the Reporting Features within Dewy

In addition to being a patient nurturing tool, Dewy also is a powerful reporting tool that gathers the data you need to analyze where your sales processes are falling flat.

Navigating to the reports section

After logging into your Dewy account, you can navigate to the reports section by following these steps:

  1. Click on the "Reports" icon on the menu on the left side of the screen (it's the last icon)
  2. Open the  menu that says "Deal Reports"
  3. Click on "Funnel"
  4. Select "Patient Progress Pipeline"

Voila! Once you're there, you can see a visual breakdown of your conversion funnel. This allows you to see exactly where patients are and where they're falling out of your funnel.

If you have any questions about creating or managing tasks within your Dewy account, please contact Dewy Support.

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