InfluxMD Data Preparation and Caching
Before IMA can analyze contact data, it needs to prepare, format, and cache contact records. Caching stores the records after processing so that you can ask as many questions as you wish about the same dataset.
You can keep cached records as long as you like, but IMA will ask for an update about every thirty minutes.
Here's why this matters. Your CRM will eventually contain thousands of contacts with years of interaction history. Analyzing all of this in real time would be slow and overwhelming.
Instead, IMA builds a focused dataset based on the time period you choose, then processes it. When you build your cache, you'll see options from the last seven days up to all time data. This choice is crucial because it determines both the speed of your analysis and the relevance of your insights. Choosing a shorter time frame, like thirty days, gives you fast, focused analysis. This is perfect when you want to understand recent trends, evaluate a new marketing campaign, or check on current lead follow-up patterns. The system processes fewer contacts quickly and IMA can give you immediate actionable insights about what's happening right now in your practice.
Longer time frames like six months or all time give you broader perspective but take more time to process.
This is valuable for understanding seasonal patterns, long term conversion trends, or major shifts in your patient demographics. However, be prepared for longer processing times and remember that older data might not reflect your current operations.
The system shows you estimates for contacts, processing time, and performance before you build your cache.
For most day to day decisions, thirty to ninety days gives you the sweet spot of relevant recent data without overwhelming the analysis.
Remember, you can always rebuild your cache with different date ranges as your questions change.
Start with recent data for immediate insights, then expand your time frame when you need historical perspective.
Next, we'll explore exactly what data gets included in your analysis and how it all connects.