Neos Dashboards contain enhanced tiles for NeosAI Platinum. When a NeosAI Platinum Tile is added to your dashboard, your firm's information will be populated using the set criteria.

Each NeosAI Platinum Tile is described below in more detail and includes a sample of visually represented data. Refer to the Tile Library for details on adding and editing standard and custom tiles.

Average Time to Close an intake

This tile shows the average time spent on Intakes from lead to close status. Filter options are not available.

This tile shows the average time spent on Intakes from lead to close status in a gauge chart. Filter options are not available.

This tile breaks down the number of intakes per month converted to cases in a bar chart. You can filter by Primary Staff, Case Types, and Intake Dates in the Edit tile window.

Intake Conversions Per Marketing Source

This tile breaks down the number of Intakes per Marketing Source converted to cases in a doughnut chart. You can filter by Case Types, Marketing Source, and Intake Dates in the Edit tile window.

Intake Conversions Per Month

This tile breaks down the number of Intakes per month converted to cases in a bar chart. You can filter by Primary Staff, Case Types, and Intake Dates in the Edit tile window.

This tile shows the number of Intakes grouped by stage in a gauge chart. You can filter by Case Types and Primary Staff in the Edit tile window.

Intakes Per Marketing Campaign

This tile shows the total number of intakes per marketing campaign in a doughnut chart. You can filter by Case Types, Intake Dates, and Marketing Campaign in the Edit tile window.

This tile shows the total number of Intakes per marketing campaign per source in a doughnut chart. You can filter by Intake Dates and Marketing Campaign (as defined in Intake Settings PRO) in the Edit tile window.

Intakes Per Marketing Source

This tile shows the total number of Intakes per Marketing Source in a doughnut chart. You can filter by Marketing Source, Case Types, and Intake Dates in the Edit tile window.

This tile displays the total number of Intakes per month in a bar chart. You can filter by Case Types, Primary Staff, and Intake Dates in the Edit tile window.

Qualified/Unqualified/InProgress

This tile breaks down Intakes in date range by Qualified, Unqualified, or InProgress in a gauge chart. You can filter by Intake Dates in the Edit tile window.

Table – Intake Conversions Per Marketing Campaign Per Marketing Source

This tile shows Intakes converted to cases by Marketing Campaign and Marketing Source in a data table. You can filter by Marketing Source, Intake Dates, Marketing Campaign, and Case Types in the Edit tile window.