We build business development dashboards for treatment center BD and referral reps. Each rep's calls, visits, events and emails sit next to the referrals and admits they bring in, with goals vs actual for every month.
900+ integrations completed · Salesforce partner · We sign BAAs
How a BD dashboard is fed
Calls, video calls, face-to-face visits, drop-ins, in-person events, emails and tours, logged in the CRM
Each referral and admit is tied to its referral source and the rep who owns it
Activity, goals vs actual and referral sources, by rep and by month
A BD director wants to know if the visits are working. That means seeing what each rep did, which referral sources they worked, and what came back as referrals and admits. A business development dashboard puts activity and outcomes on the same screen.
We start in the CRM. Activity types are set up so reps can log a call, a video call, a face-to-face visit or drop-in, an in-person event, an email or a tour. Referral sources are accounts and contacts, and each referral and admit links to them. Then the dashboard reads it all together.
In Salesforce, this can live inside Salesforce dashboards, and we build those. For Zoho CRM or another CRM, or for people without a Salesforce license, we build it with our sister company TrussCharts (trusscharts.com).
What's included
Calls, video calls, face-to-face visits and drop-ins, in-person events, emails and tours, by rep.
Admits, conversion and face-to-face visits against each rep's goal for the month.
Activity and admits month over month, so a slow month shows up while there is still time to act.
Which referral sources send referrals, which of those admit, and who owns each source.
Each rep sees their own numbers, and the director sees the whole team.
Accounts and activity by territory, so coverage gaps are easy to spot.
Admit dates and insurance outcomes brought back into the CRM from the EMR, next to the referral.
A daily list of every rep's logged activity for the manager.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
One bar per rep. Green on target, amber and red behind. The goal maths shown in the header. (client dashboard, names replaced)
Admits as a share of each rep’s leads and opportunities. One bar per rep. Colour shows who is behind. (client dashboard, names replaced)
In-person and virtual meetings counted. One bar per rep. Colour shows who is behind. (client dashboard, names replaced)
Six charts, one per measure. A three-month average line on each. Same months across every chart. (client dashboard, names replaced)
Calls, video calls, face-to-face, events, emails, and tours. One chart per activity type. Month by month. (client dashboard, names replaced)
Activities, contacts, opportunities, and admits. Average days in treatment. Opportunity-to-admit % for each month. (client dashboard, names replaced)
Salesforce, Zoho CRM or another CRM whose API allows it
BD dashboards built inside Salesforce
Referral sources and partners tracked in the CRM
Admit dates and insurance outcomes brought back into the CRM
Our sister company, for custom hosted BD dashboards
Book a free call. We look at how your reps log activity and referrals today, and sketch the BD dashboard your team would use.
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How it works
We look at your CRM, how reps log activity and the questions your BD director asks.
Priced by project, not by the hour. You approve before we start.
Activity types, referral sources and goals set up in the CRM, with admits tied back.
The dashboard built and checked against the CRM, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Calls, video calls, face-to-face visits and drop-ins, in-person events, emails and tours. Each is a type reps pick when they log the activity.
Yes. Admits, conversion and face-to-face visits against each rep's goal, by month.
Yes. Once EMR data such as admit dates and insurance outcomes is brought back into the CRM, the dashboard shows it next to the referral and the rep.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
