How to Use the Advanced Analytics Dashboard
The Advanced Analytics Dashboard gives Otto Premium clinics a deeper look at sales performance, patient ordering behaviour, team activity, and opportunities to optimize their contact lens business.
To access it, go to your Otto Dashboard and click View Advanced Analytics.
Choose Your Timeframe (Optional)
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By default, Advanced Analytics displays all-time data.
- Use the Timeframe filter at the top of the dashboard to focus on a specific reporting period when you want to analyze recent performance or compare trends.
Overview Metrics
At the top of the dashboard, you'll find a quick snapshot of your Otto activity, including:
- Otto-generated sales
- Orders and purchase orders
- Order Links created
- Lens Quotes created
Note: Otto-generated sales represent transactions processed through Otto and do not include your in-office sales.
Sales & Order Trends
Use the sales and order reports to understand how your business is performing over time. You can review:
- Month-over-month and year-over-year sales trends
- Otto online vs. in-store sales
- Percentage of orders placed online vs. in-office
- Time of purchase
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- Orders placed outside regular business hours are particularly helpful for understanding the value of giving patients the ability to purchase when your clinic is closed.
Dig Deeper: For many charts, you can:
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- Hover over a data point to see the exact value.
- Change the chart type.
- Switch to Table View for a detailed breakdown of the underlying data.
Where available, a broken line represents the national average, giving you a benchmark for comparison.
Order Links & Lens Quotes Over Time
Monitor how frequently your team is creating Order Links and Lens Quotes.
These are two of the most important tools available for capturing contact lens sales:
- Lens Quotes help demonstrate pricing, rebates, and supply options while the patient is in the clinic.
- Order Links give patients a convenient digital purchasing option when they're ready to buy.
Compare your team's usage of these tools against your sales trends. If usage is low, there may be an opportunity to incorporate Quotes and Order Links more consistently into your workflow.
Refill Reminders & Click Rates
Refill Reminder analytics help you understand how patients are engaging with Otto's automated communications.
You can review:
- Refill reminders sent
- Reminder link clicks
- Upcoming reminders
- Click rates by communication channel
- Click rates by message type
Best Practice
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Let patients know they'll receive a convenient refill reminder when it's time to reorder
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Make sure you're setting their preferred communication method -SMS or email so they receive notifications in their preferred inbox
If click rates are lower than expected, these are great places to start when looking for opportunities to improve engagement.
Contact Lens Capture Rate & Supply
Your Contact Lens Capture Rate estimates how much of a patient's prescribed supply your clinic is capturing.
For example, if a patient has a one-year prescription and purchases their entire one-year supply from your clinic, that represents 100% capture.
You can also review your average supply level sold to understand whether patients are typically purchasing three-month, six-month, or annual supplies.
Additional Insights
Advanced Analytics also provides insight into:
- Upcoming prescription expirations
- Average order size
- Shipping preferences
- Product modality
- Manufacturers
- Suppliers
- Patient feedback
- Top-selling products
Putting Your Analytics to Work
The goal of Advanced Analytics isn't just to look at individual numbers. Use the dashboard to identify trends, compare your performance against available benchmarks, and understand how your team and patients are using Otto.
Look for opportunities to increase the use of Lens Quotes and Order Links, improve refill reminder engagement, increase supply levels, and capture more patient purchases through your clinic.
If you have any questions, we're here to help!