The Product Usage Dashboard allows you to easily track which products are used most frequently and which are used the least, to make more informed decisions about managing your product list. By monitoring usage trends over time, you’ll be able to anticipate demand more accurately, adjust inventory levels proactively, and reduce the risk of shortages or overstocking. In addition, keeping an eye on price changes allows you to see how costs impact product usage, helping you evaluate profitability, adjust pricing strategies, and identify opportunities for cost savings without compromising patient care.
Questions the Dashboard Can Answer:
Top Products: Identify the top 10 products by count and by volume.
Category Insights: View total count and volume used for all products in a selected category, with the ability to change which category is displayed.
Usage Trends: Track overall usage over a selected timeframe, with a breakdown by day of the week.
Complete Product List: Review all products configured for the practice and their usage counts to support better product list management.
Product Deactivation: Identify products that may need to be deactivated due to infrequent use.
Inventory Validation: If inventory issues are known or anticipated, use the dashboard to confirm whether products are being used as expected.
Product Catalog Review: Use the Product Catalog tab to spot duplicate products, defunct entries, or inconsistencies in naming conventions.
Price Change Tracking: See which products had selling, dispensing, or minimum price changes within a given timeframe, including who made the change, when it was made, and what the adjustment was.
Price vs. Usage: Compare the timing of price changes with usage trends to determine whether pricing adjustments impacted product demand.
Staff with the permission of analytics_dashboard_product_usage assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The Product Usage Dashboard consists of 3 main tabs.
Product Usage Tab
The Product Usage Tab is broken down into 2 sections: Top Products and Trend. The Top Products section highlights the 10 most frequently used products, displayed both by count (number of times used) and by quantity (total volume dispensed). In addition, it provides an overall product usage report, giving you a clear snapshot of which items are driving the bulk of activity within your practice. This makes it easy to quickly identify high-demand products, spot potential inventory risks, and ensure that frequently used items are consistently available.
The Trend section allows you to dig deeper into usage patterns over time. By monitoring how product usage shifts across different timeframes, you can identify seasonal variations, anticipate future demand, and make more informed decisions about inventory planning, purchasing, and product management.
Product Catalog Tab
The Product Catalog Tab provides a comprehensive view of all products in your application, organized by the category you select (such as Medications, Diagnostics, Monitoring, and more). This makes it easy to focus on specific areas of your product list and evaluate them in detail.
Product counts are determined by the Marked At filter. This filter reflects either the moment when a treatment was completed on the treatment sheet or when the product was added directly to an invoice. By using this filter, you can ensure that product counts accurately represent true usage within your practice.
For added flexibility, the entire product catalog can be exported for offline analysis, reporting, or record-keeping. This allows teams to review product data outside of the application, share insights across departments, or integrate with other management tools.
Product Price Changes Tab
The Product Price Changes Tab gives you visibility into both current and historical pricing details for each product, including Selling Price, Dispensing Fee, Minimum Price, and Unit Cost. This tab allows you to track exactly who made changes to product pricing and when those changes occurred, creating a clear audit trail for accountability and transparency.
If a prior price or fee is displayed as a dash, it indicates that no earlier pricing information exists. In these cases, the current value represents the original price or fee assigned when the product was first created in the system. To streamline your review, you can apply the Exclude No Prior Price filter, which hides these items and allows you to focus only on products with documented pricing changes over time.
By monitoring this tab, you can more easily assess the impact of pricing adjustments, ensure consistency across your product catalog, and maintain accurate financial records for both operational and reporting purposes.
