Last modified: March 7, 2025
The analytics dashboard
Providers
Your account performance at a glance
The Analytics dashboard provides quick access to insights on your account’s performance. Accessible through the navigation bar in your practitioner account, the dashboard consolidates key metrics into an easy-to-navigate interface, allowing you to track revenue, sales, orders, and more. This removes the manual effort typically involved in pulling these insights from multiple sources.
Note:
Data presented is not real-time. Month-to-date information will include data up to the previous day.
The dashboard
In the analytics dashboard, you’ll find different, expandable charts that show your account’s performance over the last 12 months. You can expand any of the analytics charts to view more information by clicking the arrow in the upper right-hand corner of the chart.
Tip!
By default, the analytics dashboard is available only to store owners. However, access can be enabled for staff accounts.
The dashboard divides data sets into four groups. You can find analytics related to Financials, Orders, Plans, and Auto refill.
Financials
Sales
This chart shows your account’s total sales revenue – the price paid by patients for their orders after discounts, before taxes. Expand the sales graph to view monthly sales breakdowns including revenue from individual plans, multi-patient plans, and self-serve through your store.
Note:
Self-serve refers to revenue from products that didn’t have an associated individual or multi patient plan in the referenced month. These can be products purchased through the patient’s catalog (if they have access) or their order history.
Profit margin
Here you’ll see your account’s earnings from individual plans, multi-patient plans, and self-serve orders. Earnings are what you receive at the end of each payout period into your bank account.
Note:
Profit margin statistics are only available to profit accounts.
Orders
Orders placed
When expanded, this graph shows the number of orders placed by your patients over the last twelve months. Hover your cursor over a specific month to see a breakdown of first-time and repeat orders.
Ordering patients
This graph shows the number of individual patients who placed an order each month. The expanded graph offers breakdowns between first-time orders and repeat orders within each month.
Plans
Plans activated
This chart shows the number of individual and activated each month.
Plan conversion
This data shows the proportion of individual patient plans ordered within 30 days of being activated by the practitioner.
Note:
Multi-patient plan conversions aren’t included in this data.
Auto refill
Auto refill sales
This chart works similarly to the Sales chart in the Financials section. In this case, it shows only revenue from orders that are part of an auto refill subscription.
First-time auto refills
This shows the number of patients that placed their first auto refill order each month.
Tip!
Encourage your patients to activate auto refills by offering auto refills discounts.
Auto refill orders
This chart shows the total number of auto refill orders fulfilled through your store each month.
Helpful tips and information
Expanding certain charts provides insights on improving store performance. These may include handouts about the Fullscript mobile app, videos about multi-patient plans, or articles on optimizing your patient plans.
