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Monthly Sales Performance:
Monthly Sales Performance:

This article offers a detailed, step-by-step guide on how to navigate through Sales Charts on Dash using the Phox platform

K
Written by Kristen
Updated over 7 months ago

Sales Charts provide a comprehensive snapshot of your monthly performance, including:

  • Gross Sales

  • Net Profits

  • Prescription Counts

  • Brand and Generic Drug Costs

With the intuitive Date Picker, you can quickly select different ranges and dates, even going back as far as you need.

2. Key Features

  • Quick Snapshot of Monthly Prescription Sales: Visualize your location's sales performance for the month.

  • Tracking Monthly Net Profit: Monitor net profit based on prescription markups and fees.

  • Monitoring Prescription Counts: Track the number of prescriptions filled each month.

  • Monthly Brand and Generic Drug Costs: Keep an eye on the costs of brand and generic drugs.

3. Using the Date Picker

The Date Picker allows you to:

  • Select specific date ranges.

  • Compare performance across different periods.

  • Access historical data for trend analysis.

4. Filters and Settings

  • Phox Filter Button: Access additional filter options and settings to customize your view.

  • Reset Filters Button: Reset all filters and date ranges to their default settings.

5. Performance Metrics

5.1. Gross Sales

  • Definition: Total revenue generated from prescription sales.

  • Importance: Indicates overall sales performance and revenue generation.

5.2. Net Profits

  • Definition: Revenue minus costs and expenses.

  • Importance: Shows actual profitability after accounting for expenses.

5.3. Prescription Counts

  • Definition: Number of prescriptions filled.

  • Importance: Reflects pharmacy activity and customer volume.

5.4. Drug Costs

  • Definition: Costs associated with brand and generic drugs.

  • Importance: Essential for managing expenses and profitability.

6. Interpreting Sales Charts

  • Trends and Patterns: Identify seasonal trends, peak periods, and areas needing attention.

  • Performance Comparison: Compare current performance against historical data.

  • Decision Making: Make informed decisions based on comprehensive data analysis.

7. Troubleshooting and FAQs

Q: How do I reset filters and date ranges to default? A: Click on the Reset Filters button.

Q: How do I access additional filter options? A: Click on the Phox Filter button to customize your view.

Q: What should I do if the sales data appears incorrect? A: Verify the selected date range and filters, then check data input sources for accuracy.

8. Best Practices

  • Regularly review sales charts to stay updated on performance.

  • Use historical data to predict future trends and adjust strategies accordingly.

  • Customize filters to focus on specific metrics and periods for detailed analysis.

This structure will help you organize and access your sales performance data effectively, ensuring you can monitor and improve your business operations consistently.

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