The Dispensary KPI Report provides a snapshot and comparison of key performance indicators relative to your dispensary activity.
The Dispensary KPI report allows you to quickly and effectively run a single report containing the following features:
- Displays activities performed within the dispensary ensuring key dispense transactions are accounted for within a single report. The report also contains PBS claiming activity and rejections as well as Clinical Intervention figures.
- Collates relevant dispensary information normally obtained from running a number of other reports. This allows owners, managers and pharmacists to efficiently run a one report to get a snapshot of overall dispense activity and performance.
- The Dispensary KPI report is customisable and allows for review and comparison of the same date range across different periods of time. The report will then display the percentage difference, providing a quick view as to whether the KPI metric is up or down on the for the current period.
- Selected weeks, months, quarters or year date ranges, can be entered to display differences from previous years.
To display the report:
1. Navigate to Dispense Pro.
2. Click the Reports menu and select E. Dispensary KPI Report.
The Dispensary KPI Report dialog is displayed. Refer to the image below for the following features.
a. Format:
- Selecting Default format will generate a KPI report for one or more of the pre-defined periods selected.
- Selecting a Customised format will allow you to generate a KPI report displaying the difference between two of your own selected periods. For example, the Customised format can be used to compare seasonal sales figures.
b. Period Date: This date can be altered to change the content of information on the period required to be reported on. By default, the Sunday prior to the current date is populated.
c. Rolling Date: Click to highlight the desired option.
- ON: Will specify the start and end dates of the week, month, quarter or year and is calculated backwards using the Period date.
- OFF: Will specify that the start and end dates of the week, month, quarter or year are calculated based on the Calendar dates.
d. Periods:
- Default Format: Will calculate the day, month, quarter and year period based on the Format, Period date and rolling date text boxes selected.
- Customised Format: Requires that you enter the start and end dates for the current and last periods.
e. Click Okay to generate the report.
The Dispensing KPI Report is displayed.
What does the report show?
KPI | From Report | Description |
Script Analysis | ||
Script Count (#) | Dispense Trading Report | Scripts dispensed for the period |
Dispense Sales ($) | Dispense Trading Report | Total sales of dispensed items, excluding GST, in dollars, for the period |
Dispensary GP ($) | Dispense Trading Report | Total gross profit from dispensed items, excluding GST, in dollars, for the period |
Dispensary GP (%) | Dispense Trading Report | Total gross profit from dispensed items, as a percentage of sales. |
GP ($) | Dispense Trading Report | Total gross profit from dispensed items, in dollars, for the period |
Owing Scripts (#) | Owing Script Report | Owing scripts dispensed for the period |
Deferred scripts (#) | Dispense Trading report | Deferred scripts dispensed for the period |
Uncollected scripts (#) | Uncollected scripts Summary Report | Uncollected Scripts dispensed for the period |
Deleted Rx (#) | This figure is obtained from the database and is only available to report on from the Script Enquiry window provided the ‘Retained Deleted Scripts’ configuration is turned on. | Scripts dispensed and then deleted for the period |
CTG Script Count (#) | CTG scripts report | CTG scripts dispensed for the period |
KPI | From Report | Description |
Digital Integration Markers | ||
Scan Check Rate (%) | Scan Check Report | Total scan check rate for the period |
E-script scan rate (%) | ETP Scan Rate Report | Total e-script scan rate for the period |
Premium Free Incentive Missed (#) | Premium Free Incentive Report | Figures for the period |
Clinical Interventions (#) | Clinical Interventions Report | Total CI for the period |
KPI | From Report | Description |
PBS Analysis | ||
PBS Claim Periods (#) | Manage claims > closed claims | Total number of claim periods closed within the period |
Outstanding PBS Rejections (#) | Manage claims > Claim #> Rejected | Total number of rejected scripts in claims within report periods |
Outstanding PBS Rejections Est Value ($) | Manage claims > Rejected | Provides a value based on the calculated estimate for all scripts in previous KPI |
KPI | From Report | Description |
Inventory & Sales Analysis | ||
Dispense Inventory cost ($) | Dispense Trading Report | Cost of goods sold for the same period from the Dispense Trading Report |
Dispense vs Total Inventory (%) | Dispense trading COGS vs OTC Sales COGS | Dispense trading COGS vs OTC Sales COGS % |
Dispense Sales of Total Business (%) | Dispense Trading Report Total vs OTC Sales | Total number of scripts dispensed vs OTC Sales (%) |
Dispense GP of Total Business (%) | Dispense GP ($) (Dispense Trading Report) vs GP Total (Sales Report) ($) x 100 | Dispense GP ($) / GP Total ($) x 100 |