Sales by Provider & Staff Dashboard

With the Sales by Provider & Staff dashboard, see your total average net sales by staff and by provider. For both staff and providers, get a graphical view of your Top Five Performers and the Five Week Trend that shows totals by staff/provider. You can hover over a section of the graph to see the information specific to that section.

Use the date fields to select the time period you want to analyze. From the Location drop-down, select all or each location you want to include.

For the Total Net Sales by Staff chart, you can select the staff members you want to include with the Staff drop-down. Sales are divided into services, contact lens and eyeglasses. You can also narrow the Total Net Sales By Provider chart by Provider.

Sales by Provider & Staff Details

Click Go to Details for more information. The data displays in a table.

Above the table are filter fields you can use to broaden or narrow the data that displays in the table and fields that display the table aggregations Total Sales Amount, Total Order Count, Total Invoice Count and Total Item Count.

Filter	Description
Staff	Staff member who input the order
Doctor	Provider on the patient exam
Order #	Unique identifier for the order
Transaction Type	Indicates what type of transaction occurred
Invoice Id	Unique identifier for the invoice
Amount	Amount of the invoice
Item Description	Description of the item/s ordered
Item Name	Name of the item/s
Frame Collection	List of collections frames belong to that patients can select from
CL Manufacturer	Contact lens manufacturer
CPT Code	CPT code associated with a given visit or diagnosis
Diag Code	List of diagnostic codes to search through

For the Diag Code, you can search and select the code. Enter all or a partial code and click on the circle arrow icon to find and select the code.

Field	Description
Invoice Id	Unique identifier for the invoice
Order #	Unique identifier for the order
DateTime	Date and time of invoice
Patient Id	Unique identifier for the patient
Transaction Type	Indicates what type of transaction occurred
Item Description	Description of the item/s ordered
Qty	Number of items sold
Net Sales Amount	Amount of net sales generated
Sales Type	Category of sales generated
Patient Id	Unique identifier for the patient
Item Name	Name of the item/s
CL Manufacturer	Contact lens manufacturer
Frame Collection	List of collections frames belong to that patients can select from
CPT Code	CPT code associated with a given visit or diagnosis
DiagCode 1	Diagnosis code 1
DiagCode 1 Description	Description of diagnosis code 1
DiagCode 2	Diagnosis code 2
DiagCode 2 Description	Description of diagnosis code 2
DiagCode 3	Diagnosis code 3
DiagCode 3 Description	Description of diagnosis code 3
Doctor	Provider on the patient exam
Staff	Staff member who input the order
Office #	Unique identifier for the order
Company ID	Unique identifier for company manufacturing items sold

Table columns can be sorted by selecting a column header followed by the up/down arrow.