The Employee Sales Statistics Report provides practitioner's efficiency using their Total Available Hours and the Total Appointment Hours scheduled.
Instructions
- Go to Reports
- Under Statistics, select Employee Sales Statistics
- Enter your Report Parameters
- If you wish to involve all practitioners for your clinics, keep the
(1) Clinic, (2) Staff Group, (3) Practitioners set to 'All Selected'. - Choose your Start Date and End Date
- Select to include Inactive Staff in the Report
- Select to include Aways in the Total Available Hours
- Select to include Cancelled Appointments in Total Appointment Hours
- If you wish to involve all practitioners for your clinics, keep the
- Click Create
Result
The report is generated and downloaded as a spreadsheet.
Sample of Employee Sales Statistics
What is Practitioner Efficiency?
Efficiency is calculated on hours available on the schedule vs hours booked.
Practitioner Efficiency = Hours booked / Available Hours
Example: If a practitioner is available from 12 pm - 6 pm (6 hours)
and has 3 (1-hr) appointments booked, they would result in a 50% efficiency rate.
Understanding the Employee Sales Statistics Report
Practitioner
Name of the practitioner
Staff Group
Name of the staff group located under the practitioner's profile
Total Pre-Tax Sales
Pre-tax sales calculated through appointments that were completed and invoices.
Total Arrived Patients
Patients with Arrived, Completed or Billed appointments. This will not include any cancelled or deleted appointments.
Total Appointment Hours
The total hours that are booked on the schedule, including those with cancelled status if the filter is enabled. This will not include deleted appointments.
Total Available Hours
The total hours available as per the practitioner's standard availability schedule, adjusted by daily availability overrides (adding/removing hours). You can enable the inclusion of Aways by using the filter.
Total Number of Assessments
The total number of scheduled appointments (not including cancelled or deleted) of which involved assessments. Assessments are based on whether service's settings are assigned as 'Assessments' using the checkbox option.
Total Number of Cancelled/Missed Appointments
The total number of the practitioner's cancelled and missed appointments. This does not include deleted appointments.
Efficiency
Total Appointment Hours divided by Total Available Hours
Things to Know
- If you delete the Standard Availability record, the Total Available Hours will be 0
- If not using the Include Aways in the Total Available Hours filter, be sure no Aways are overlapping as these will not count correctly.
- e.g., An Away is set from 8am-12pm and another is set from 11am-2pm.
The system would count this as a total of 7hrs away due to the overlap.
- e.g., An Away is set from 8am-12pm and another is set from 11am-2pm.
- If None is selected for any of the top three filters, an error is displayed informing the user to select an item for the filter. Set to All to avoid this.
- It is best practice to run the Employee Sales Statistics on a Monthly basis, meaning the start and end date to be set to the first and last day of the month.
- This report cannot be run with the same 'Start Date' and 'End Date' for the present day, as the entirety of the day (24 hours) is not reached.