Read outbound reporting
Outbound reporting shows how your AI calling is doing: how many people were called, how many answered and how many booked.
Available if your plan includes Outbound Calls, once NixDent has switched on outbound calling for the office.
Go to Outreach → Reporting, pick the office at the top left (if you have more than one), then choose Last 7 days, Last 30 days or Last 90 days at the top of the page.
The six tiles
Section titled “The six tiles”| Tile | What it counts |
|---|---|
| Total Leads | Leads added to the office in the period |
| Calls Made | Calls placed in the period |
| Answer Rate | Calls where a person was on the line, out of all calls made. Voicemails and no-answers don’t count |
| Booked | Leads added in the period whose status is Booked |
| Booking Rate | Booked leads out of Total Leads |
| Conversion | Booked leads compared with calls that reached a person |
The charts and tables
Section titled “The charts and tables”- Call Outcomes: how many calls ended each way. The meaning of each is in Review the outbound call log.
- Lead Status Breakdown: how many leads are in each status. This chart shows the internal status names, so Needs Follow-Up (as shown on the Leads page) appears here as Reached Pending Office Followup. The statuses are explained in Work your call leads.
- Campaign Performance: one row per campaign with Leads, Reached, Booked and Booking Rate. Leads with no campaign show as Unassigned.
- Performance by Lead Source: the same figures by where the lead came from, with an extra Calls column. Common sources are Recall, Unscheduled Treatment, Manual (typed in by hand) and Import (a CSV file). A source with no friendly name, such as the Broken Appointments list, shows a short code like
broken_appointment.
If a section says No call data yet, No leads yet, No campaign data yet or No source data yet, nothing matches the period you picked.
Common problems
Section titled “Common problems”Numbers look low. Switch to a longer period. Leads only count when they were added inside the period.
A campaign is missing. The table lists campaigns that had at least one lead added in the period.
The numbers don’t match Open Dental. This page counts what the AI did. An appointment a patient booked another way isn’t counted here.
What to do next
Section titled “What to do next”- Open the call log to listen to calls from a campaign that isn’t booking.
- Adjust the script in Set up AI calling campaigns.