Viewing Your Productivity

To view your productivity

  1. Open the Associates window. See Opening the Associate Window.
  2. Click the Productivity tab.
  3. 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.
  4. 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.
  5. 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.

  6. 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.

  7. To see a list of items in the transaction and their financial details, click the transaction ID.
  8. To return to the Productivity tab, click Return, Close, and Close.

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