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            Dashboard: Top Referrals

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            Dashboard: Top Referrals

            Get complete visibility into the referral pipeline and compare incoming and outgoing referrals. Slice the data across dimensions like specialty and service type.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Keep in mind that your Salesforce admin can customize components so your dashboard can look different than our example.

            • Compare metrics for Incoming Referrals and Outgoing Referrals (1).
            • Outgoing referrals originate from your org. Incoming referrals originate from outside your org.
            • Use filters to narrow in on referrals that most interest you (2).
            • Scan key metrics about referral statuses (3).
            • Use charts to analyze which specialty and service types need attention (4). For incoming referrals, you can focus on internal referrals that originate from your org or external referrals that originate from outside your org.
            Top Referrals dashboard

            The dashboard relies on data from clinical service requests. If information is missing from clinical service requests, widgets that use that information appear empty.

             
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            Salesforce Help | Article