Side nav discoverability for new signups

Every number on this page is built from the Page navigation event in PostHog. That event fires on a route change and carries a navigateTo property, which is the destination URL. We take the first path segment of that URL as the section, for example app.carepatron.com/Clients/123 becomes Clients.

The event does not record which control triggered the navigation. A visit to Clients could come from the sidebar, an in-page link, clicking an appointment on the calendar, or a redirect. The from-URL is stored as origin, and across a sample it shows internal pages plus external referrers like Stripe and Zoom. So this is a measure of which sections a user reached, used as a proxy for discoverability. It is not a literal count of sidebar clicks.

Sidebar sections counted: Calendar, Clients, Inbox, Billing, Templates, Workflows, Contacts, Staff, Settings.

Why account age uses person.created_at and not the register event: the register event misattributes due to person merging, so it is unreliable for age. PostHog HogQL also does not apply the test-account filter automatically, which is why isTestUser is set by hand on every query.

Three bases appear on this page. Nav users (1,814) are people who fired at least one navigation. All admin signups (2,054) include those who never explored. All practitioner signups (2,407) is the widest real base.

Builds a distinct set of sections per person, then counts how many reached each section and how many reached 2, 3 or 4 or more.

SELECT
  count() AS navigators,
  round(100.0*countIf(has(pages,'Clients'))/count(),1)   AS Clients,
  round(100.0*countIf(has(pages,'Calendar'))/count(),1)  AS Calendar,
  round(100.0*countIf(has(pages,'Templates'))/count(),1) AS Templates,
  round(100.0*countIf(has(pages,'Inbox'))/count(),1)     AS Inbox,
  round(100.0*countIf(has(pages,'Billing'))/count(),1)   AS Billing,
  round(100.0*countIf(has(pages,'Workflows'))/count(),1) AS Workflows,
  countIf(sidebar_n>=2) AS reach_2plus,
  countIf(sidebar_n>=3) AS reach_3plus,
  countIf(sidebar_n>=4) AS reach_4plus,
  round(avg(sidebar_n),2) AS avg_sidebar_pages
FROM (
  SELECT person_id, pages,
    length(arrayFilter(x -> x IN
      ('Calendar','Clients','Inbox','Billing','Templates',
       'Workflows','Contacts','Staff','Settings'), pages)) AS sidebar_n
  FROM (
    SELECT person_id,
      groupUniqArray(extract(properties.navigateTo,
        '://[^/]+/([A-Za-z]+)')) AS pages
    FROM events
    WHERE event='Page navigation'
      AND person.created_at >= now() - INTERVAL 33 DAY
      AND person.created_at <= now() - INTERVAL 3 DAY
      AND timestamp >= person.created_at
      AND timestamp <= person.created_at + INTERVAL 3 DAY
      AND coalesce(properties.isTestUser,0)=0
    GROUP BY person_id
  )
)

Scopes to practitioners, flags admins, and reports reach against both the all-practitioner base and the admin-only base.

SELECT
  count()             AS provider_signups,
  countIf(is_admin=1) AS admin_signups,
  round(100.0*countIf(has(pages,'Clients'))/count(),1)   AS Clients_allprov,
  round(100.0*countIf(has(pages,'Templates'))/count(),1) AS Templates_allprov,
  round(100.0*countIf(has(pages,'Clients') AND is_admin=1)
        /countIf(is_admin=1),1) AS Clients_admin,
  countIf(length(pages)=0  AND is_admin=1) AS admin_reach_0,
  countIf(length(pages)>=3 AND is_admin=1) AS admin_reach_3plus,
  round(avgIf(length(pages), is_admin=1),2) AS admin_avg_sidebar
FROM (
  SELECT person_id,
    maxIf(1, properties.role='admin') AS is_admin,
    arrayFilter(x -> x IN
      ('Calendar','Clients','Inbox','Billing','Templates',
       'Workflows','Contacts','Staff','Settings'),
      groupUniqArrayIf(extract(properties.navigateTo,'://[^/]+/([A-Za-z]+)'),
        event='Page navigation')) AS pages
  FROM events
  WHERE person.created_at >= now() - INTERVAL 33 DAY
    AND person.created_at <= now() - INTERVAL 3 DAY
    AND timestamp >= person.created_at
    AND timestamp <= person.created_at + INTERVAL 3 DAY
    AND coalesce(properties.isTestUser,0)=0
    AND coalesce(properties.isProviderUser, false) = true
  GROUP BY person_id
)

Uses an older cohort so accounts have had time to convert. Conversion is any create subscription or upgrade subscription within 90 days. Nav breadth is measured only in the first 3 days.

SELECT
  multiIf(sidebar_n=0,'0',sidebar_n=1,'1',sidebar_n=2,'2','3+') AS nav_breadth,
  count() AS signups,
  countIf(converted=1) AS converters,
  round(100.0*countIf(converted=1)/count(),2) AS conv_rate
FROM (
  SELECT person_id,
    length(arrayFilter(x -> x IN
      ('Calendar','Clients','Inbox','Billing','Templates',
       'Workflows','Contacts','Staff','Settings'),
      groupUniqArrayIf(extract(properties.navigateTo,'://[^/]+/([A-Za-z]+)'),
        event='Page navigation'
        AND timestamp <= person.created_at + INTERVAL 3 DAY))) AS sidebar_n,
    maxIf(1, event IN ('create subscription','upgrade subscription')) AS converted
  FROM events
  WHERE person.created_at >= now() - INTERVAL 75 DAY
    AND person.created_at <= now() - INTERVAL 17 DAY
    AND timestamp >= person.created_at
    AND timestamp <= person.created_at + INTERVAL 90 DAY
    AND coalesce(properties.isTestUser,0)=0
    AND coalesce(properties.isProviderUser, false) = true
  GROUP BY person_id
)
GROUP BY nav_breadth ORDER BY nav_breadth

• These are "reached the section" numbers, not sidebar clicks. There is no click-source signal in the data.
• Calendar is likely the default landing screen, so its reach and first-visit share are inflated by people simply landing there.
• The conversion table is correlational. Higher-intent users explore more, so part of the lift is selection, not the nav itself.
• Numbers were pulled on 23 June 2026 and will move slightly day to day. They reproduce the 2 June pull within normal drift.
• New signup volume is lower than the 2 June pull (1,814 nav users vs. 2,423), consistent with the completed-signup decline seen since late May.