Demo tenant. Synthetic records only — no real patient information. Nothing here is written to any reporting table.
RootLogic
Northgate Dental Studio (Demo) · RootLogic Dental

Source to production

Aug 1 – Sep 30 2026 · every rung read from the shared counting rules, none re-derived here.

1 booked case carries a production value we do not trust. It is excluded from the totals below, not counted as zero.

The loop

SourceLeadsQualified callsConsultsCaseproductionLeadCase
google-ads6453$93,80050%
meta-ads320133%
organic10100%
referral1111$26,900100%
unresolved11000%
Total12875$120,70042%

How each number is defined

RungRead fromRule
Leadleads_scored.lead_statecounted + unresolved; excluded rows dropped
Qualified callcall_logs_scored.is_qualified_lead60s floor, dialer bursts removed
Consultconsult_stage_scored.counts_as_consulta lifecycle state, never a row count
Casebookings_scored.is_bookingvalue from reported_value, never monetary_value

Every rule lives in the database and is read back as a boolean. Changing one is an UPDATE, not a deploy, and every surface that reads it moves together.