Deal creation → insurance obtained → verified → scheduled → won. Filter by date range, pipeline, and insurance type. Generated from HubSpot, 2026-10-26T16:12:55Z.
–
–
Funnel summary
Period comparison
Monthly trend — created vs. won (actual & projected)
Projected won = wins already in hand + still-open deals weighted by their insurance type's historical win rate (from matured history, per market) — dashed line. Works for deals created today, not just old ones.
Win rate by insurance type
Deal creation by insurance type — trend
Who's coming to us, month by month — shows whether the patient mix is shifting (e.g. more Unassigned = more deals losing insurance classification, not necessarily more patients).