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Current Status
As of today
Overdue Devices
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Require follow-up
Calls Today
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All agents
Prescribers
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Device Fleet
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Period Activity
Selected date range
Orders Processed
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Tracked shipments
Total Calls
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All recordings
Sentiment
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After-Hours Calls
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Outside business hours
Sales (Beverly)
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Revenue Trend
Order Pipeline (current)
Prescriptions per Week
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Total Orders
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In Transit
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Overdue Devices
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Avg Outbound Transit
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Avg Return Transit
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Overdue Devices
0
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Rental Pipeline
Active rental return lifecycle
⏰
Due Soon
0
Devices due back within 7 days — proactive outreach
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Distribution by Stage
Stage Flow
Shipping Transit Times
Outbound Transit Time
MyEyes → Customer | Avg: — days (0 shipments)
Return Transit Time
Customer → MyEyes | Avg: — days (0 shipments)
Device Turnaround Metrics
On-Time vs Late by Rental Period
Days with Customer Distribution
Order Details
| Order # | Patient | Product | Current Stage | Last Event | Order Date | Due Back | Days w/ Customer | Device SN |
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Geographic Distribution
Top States
Top Cities
Coverage
Rental Lifecycle
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Total Calls
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After-Hours Calls
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Transcript Coverage
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Calls with transcripts
Staffing Intelligence
Current Staffing Risk
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Erlang C probability that an inbound caller must wait, based on historical call volume and duration for the current hour. Now includes missed calls as offered demand. GREEN <20%, YELLOW 20-40%, RED >40%.
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with 1 agent
Missed Calls Today
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Calls where no agent answered (ring-no-answer + voicemail). Sourced from BroadWorks XSI + short inbound calls (<30s).
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Voicemail Checks
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Outbound calls to ext 9999 (voicemail retrieval). More checks + longer durations indicate more voicemails. Heavy >8 min/day, Moderate 2-8 min, Light <2 min.
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Weekly Staffing KPIs
Hourly Staffing Heatmap i Each row shows average inbound call volume and Erlang C wait probability for that business hour. Risk is based on wait % with 1 agent: GREEN <20%, YELLOW 20-40%, RED >40%. Current hour highlighted.
| Hour (ET) | Total Calls | Missed | Inbound/Day | Avg Duration | Wait % (1 agent) | Wait % (2 agents) | Risk |
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Agent Coverage Timeline i Shows which agents were active during each business hour. Single-coverage hours (only 1 agent) are highlighted as staffing risk periods.
Single-Coverage Hours
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Multi-Agent Hours
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| Hour (ET) | Agents Active | Coverage |
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Hourly Call Distribution
Daily Call Volume
Sentiment Analysis
Topic Distribution
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Each bar shows the number of unique calls matching that topic (keyword matching against call summaries and themes). A single call can appear in multiple topics.
Negative Sentiment Calls
| Time (ET) | Contact | Duration |
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Agent Activity
| Agent | Total Calls | Total Duration | Avg Duration | Inbound | Outbound |
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Missed Call Response Tracker
| Missed Call (ET) | Contact | Type | Callback | Callback By | Response (hrs) |
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Call Log
| Time (ET) | Contact | Direction | Agent | Duration |
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Order Attribution
Selected date rangeBeverly
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$0 revenue
Ambassador Team
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$0 revenue
Direct / Website
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$0 revenue
Channel × Product Type Breakdown — Order Count
Orders by Source Over Time
Product Type Mix Over Time (Weekly)
Order Details by Source
| Date | Customer | Product | Source | Campaign | Revenue |
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Outbound Calls Today
iCalls Beverly made to customers. Includes cold calls, follow-ups, and callbacks.
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Inbound Today
iCalls routed to Beverly — includes calls transferred from the front desk/CC team plus direct calls to her extension.
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Missed Today
iCalls that rang on Beverly's line but went unanswered. Sourced from BroadWorks call logs (ring-no-answer) and short inbound calls (<30s). Calls she later picked up are excluded.
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Total Today
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Hours Today
iTotal time Beverly spent on the phone today (all directions combined).
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Weekly Hours (Mon–Sun)
iTotal call time for Beverly this week vs. a 20-hour target. The day chips below show hours per day. When a date filter is active, this shows total hours for the filtered period instead.
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Daily Activity (Last 14 Days)
iStacked bar chart showing Beverly's outbound (blue) and inbound (teal) calls per day. Inbound includes calls transferred from the CC team.
Call Log iBeverly's 50 most recent calls. Shows direction (IN/OUT), duration, and matched contact name from ActiveCampaign. Inbound calls include those transferred to her from the front desk.
| Time (ET) | Contact | Direction | Duration |
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Lead Response Tracker iTracks how quickly Beverly calls back after receiving an inbound lead. Each row = one unique inbound caller. "Callback" = Beverly's first outbound call to the same number after the inbound. OK = callback within 24 hrs. SLOW = no callback found or took longer than 24 hrs.
| Inbound Time (ET) | Contact | Callback | Response (hrs) |
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Missed Calls iCalls that rang on Beverly's extension but went unanswered. Combines BroadWorks ring-no-answer events, short inbound calls (<30s), and unanswered transfers. Calls that were later answered are filtered out. Data accumulates over time via Google Sheets.
| Time (ET) | Contact | Phone | Source |
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Sales Conversions iWooCommerce orders attributed to Beverly. Sourced from orders tagged "AT Beverly" in WooCommerce + orders matched to Beverly's won deals in ActiveCampaign by phone number. Revenue = contribution amount from each order.
Total Orders
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Revenue
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Purchases
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Rentals
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Conversion Trend
iDaily count of Beverly-attributed orders and revenue over time.
Recent Conversions iThe 50 most recent Beverly-attributed orders. "Source" indicates whether attribution came from WooCommerce order tagging or ActiveCampaign deal matching.
| Date | Customer | Product | Type | Revenue | Prescriber | Source |
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Customer Care Contribution iAnalyzes customers who spoke with both Beverly and CC agents (Patricia, Cathleen, Dorise) before converting. Shows how much time each team invested per customer. Only counts calls made before the customer's first WooCommerce order.
Beverly customers who also spoke with CC agents (Patricia, Cathleen, Dorise)
Shared Customers
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CC Time Share
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CC-Heavy Customers
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| Customer | Converted | Beverly | Customer Care | CC % | Span | CC Agents |
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RXs This Week
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Total RXs
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-- converted
Conversion Rate
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RX-to-Order
Prescribers
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in selected period
New Prescribers by Month
🌱
Recent New Prescribers
(last 12 months)
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Order Trends
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RXs submitted and orders converted per period. Conversion rate is calculated within each period (orders ÷ RXs), so it may undercount for recent periods where RXs haven't converted yet. Click a prescriber or account row below to filter.
Filtered to:
Conversion Rate by Account (Quarterly)
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"Converted" means the RX's Ordered? flag is set to 1 in the Google Sheet, indicating a WooCommerce order was placed. Conversion is attributed to the date the RX was received, not the order date. Recent quarters (last 1-2 months) will undercount conversions because newer RXs may not have converted yet — pipeline lag, not a real decline.
Shows which accounts are driving conversion rate changes over time. Top 10 accounts by RX volume.
| Account | Total RXs | Converted | Conv Rate | Latest Quarter | Trend |
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Prescriber Activity Changes i Compares the last 3 months against the prior 3 months to flag prescribers with declining RX submissions or orders. Independent of the date filter above.
Last 3 months vs prior 3 months
| Prescriber | Account | Prior RXs | Recent RXs | RX Change | Prior Orders | Recent Orders | Order Change | CVR Change |
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Top Prescribers
| Prescriber | Account | Converted | RXs | Conv % | Last RX |
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Top Accounts / Health Systems
| Account | Prescribers | Converted | RXs | Conv % |
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Fleet Size Over Time
Monthly Utilization
Utilization Rate Distribution
Device Lifecycle
Fleet Travel Map — All locations devices have been shipped to
Device Fleet
| Device SN | Clinic Name | Rentals | Patients | Avg Days | Rent/Mo | Util % | Status | Condition | Months | Last Rental |
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Total Sales
$0
Gross revenue
Net Sales
$0
After refunds
Avg Order Value
$0
Per completed order
Completed Orders
0
0 total across all statuses
Revenue Trend
Order Volume
Avg Order Value Trend
Order Volume by Hour (ET)
Optimize customer service coverage
Completed
0
Processing
0
Pending
0
Refunded
0
Cancelled
0
Refund Rate
0%
Target: <5%
New vs Returning Customers
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New (0%)
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Returning (0%)
Revenue by Category
Rental Duration Distribution
Discount Impact
With coupons
$0 (0 orders)
Avg: $0
Without coupons
$0 (0 orders)
Avg: $0
Orders w/ Coupons
0
Total Discount
$0
Avg Discount
0%
Top Coupons
No coupon data
Top Selling Products
| Rank | Product | Category | Qty Sold | Revenue |
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Orders
| Order # | Date | Customer | Status | Total | Products | Coupon |
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IOP Report Delivery Tracking
Track whether IOP reports have been sent to prescribers for recently completed rentals. Reports are sent via support@myeyes.net with subject "Prescriber-IOP Data from MyEyes".
Completed Rentals
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In selected period
Reports Sent
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Reports Not Sent
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Require follow-up
Emails Found
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From Gmail search
Customer List
| Order ID | Patient Name | Scheduled End | Actual Return | Prescriber | Report Sent | Sent Date | Sent To | Actions |
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Lookalike Prospects
How this list is generated
These prospects come from CMS Medicare claims data (public provider utilization files). We first tier MyEyes' existing prescribers by sales volume, then build a "golden profile" from our top-performing doctors — their states, specialties, glaucoma CPT codes (92100, 92083, 92140, 92020), and remote patient monitoring (RPM) billing patterns. We then search the full CMS dataset for eye care providers who bill the same glaucoma codes but are not already MyEyes customers.
Each prospect is scored 0–100 based on: patient volume match (30 pts), glaucoma CPT overlap (30 pts), state match to our best customers (20 pts), and existing RPM billing (20 pts). Scores of 70+ are Hot, 45–69 are Warm, and below 45 are Cold.
Each prospect is scored 0–100 based on: patient volume match (30 pts), glaucoma CPT overlap (30 pts), state match to our best customers (20 pts), and existing RPM billing (20 pts). Scores of 70+ are Hot, 45–69 are Warm, and below 45 are Cold.
CPT Code Legend
Glaucoma Diagnostic Codes
Remote Patient Monitoring (RPM)
92100 — Serial tonometry99453 — RPM initial setup & patient education92083 — Visual field exam, extended99454 — RPM device supply & daily recording92140 — Provocative glaucoma test99457 — RPM clinical monitoring (first 20 min)92020 — Gonioscopy99458 — RPM clinical monitoring (addl 20 min)Total Prospects
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Hot Leads
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States Covered
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Avg Score
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Golden Profile (Tier 1 Customer Attributes)
| Doctor | Organization | Specialty | Location | Phone | Medicare Patients | RPM Biller | Score | Tier | Why They Match |
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Market Opportunity (TAM / SAM / SOM)
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Claims Tracked
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Approval Rate
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Total Reimbursed
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Orders with Carrier
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Carrier Distribution (1,908 orders)
Approval Rate by Carrier
Carrier Reimbursement Playbook
Which codes work, approval rates, and key learnings per carrier.
| Carrier | Approved | Denied | Total | Approval Rate | Codes That Worked | Total Reimbursed | Key Notes |
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All Claims
| Customer | Carrier | State | Type | Code | Outcome | Submitted | Reimbursed | Notes | Source |
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Total Page Views
0
All pages
Unique Visitors
0
Distinct users
Avg Daily Views
0
Per day in range
Total Events
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All tracked events
Traffic Over Time
Top Pages
| # | Page | Views | % |
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Traffic Sources
Top Referrers
| # | Referrer | Visits | % |
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Event Breakdown
| # | Event | Count | % |
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Data from Mixpanel (myeyes.net) · Raw Export API