Viewing Your Productivity
To view your productivity
- Open the Associates window. See Opening the Associate Window.
- Click the Productivity tab.
- In the Month & Year field, select the month and year containing the productivity data you want to view.Today’s productivity data is not available until tomorrow.
- Click Show.
The search results for the specified month are displayed.
For each productivity category in your AcuityLogic POS system, the search results include the following:
- The total number of sales in the productivity category that you finalized during the following time periods:
- The specified month
- The same month for the previous year
- Year-to-date (YTD) for the selected and previous years
- The percentage that total represents of sales you finalized during the same period for the productivity category’s percent category.
Typically, the products in a productivity category are a subset of the products in a percent category. For example, a Standard AR Coating productivity category might be associated with a Total AR Coating percent category. - The total number of sales in the productivity category that you finalized during the following time periods:
- To see a list of transactions that qualified as key performance indicators (KPIs), click a category name.
For each transaction, the list includes the transaction and order numbers, date, quantity, transaction type, and patient names.
- To see details about a transaction, click its transaction number.
Details include the patient’s medical condition, an overview of the transaction (discounts, copays, taxes, and so on), and the applicable insurance plan.
- To see a list of items in the transaction and their financial details, click the transaction ID.
- To return to the Productivity tab, click Return, Close, and Close.