Purpose
Easily track which products are most and least used to manage your product list better. Monitor usage trends over time to anticipate demand and view price changes to understand their impact on product usage.
Questions the Dashboard Can Answer
Top 10 products by count
Top 10 products by volume
Count and volume used for all products in the selected product category
Ability to change which product category is displayed
Total usage over the selected timeframe, and a breakdown by day of week
Ability to filter these visualizations down to a single product or multiple products for more granularity
ALL products configured for the practice and the count of usage, to help with management of the product list
Easily filter to include or exclude products with no usage
Should certain products be deactivated because of infrequent use
If inventory problems are known or anticipated for certain products, this dashboard can be used for validation that a product is being used as often as they expect
The Product Catalog tab can be used to see if there are duplicate products in the system, defunct products, and if product naming conventions are being followed
Which products had selling, dispensing, or minimum price changes during a timeframe, who made them, when, and what was the price change.
Review when product price changes were made and compare them to usage trends for the product. Was there an impact on usage based on the price?
FAQs
The Marked At filter, defaulted Previous 12 Months, is when the product was marked as complete on the Tx sheet, or added directly to the invoice.
The Group by filter, defaulted to Month, will manipulate the time buckets on the Trend section of the Product Usage tab.
The Product Category filter, defaulted to Medications, can be updated to include/be other categories.
Like with other reports, if items were administered via the Tx sheet but voided on the invoice, they WILL appear in this dashboard as we consider the Tx sheet as the source of truth for medical information. If items are added directly to the invoice but are voided, they will NOT appear in the dashboard.
This dashboard has two filters; Product Label (exact) and Product Label (contains). This is to allow you greater flexibility to find the information you want. The Product Label (contains) filter will return results that contain the filter entry, while the Product Label (exact) filter will only return results that match the filter entry exactly.
Example: Entering Dexamethasone in the Product Label (contains) will likely return results, while entering Dexamethasone in Product Label (exact) likely will not since the amount and form of the product are missing from that entry.
The product price changes tab only shows product change data that we’ve tracked. Changes made before tracking began will have blank fields.
On the Product Price Change tab, if the prior/fee is shown as a dash, the current price/fee is the original price/fee set when the product was created. Use “Exclude No Prior Price” to hide these items.
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
