Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 26 ; Opp 55 ; Eng 23
Consent
Revenue impact
$1,468 attributed, $4,195 at risk
Treatment plan acceptance
Jun 1, 1:31 AMOpportunity: Stage: dormant
Overdue cleaning
May 29, 7:58 PMSignal: Patient is overdue for a recall cleaning by several months.
Appointment Opportunity
May 29, 7:58 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Missed appointment
May 29, 6:58 PMSignal: Patient missed a scheduled hygiene appointment.
Lena Bauer
dental
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
The workflow moved the opportunity forward.
Missed opportunity
Repeated outreach produced no response.
Recovery: Schedule a follow-up touch on the preferred channel.
Treatment plan acceptance
Lena Bauer