Once a patient is at the optical counter, the optician decides how much that sale is worth. The difference between a single-vision basic and a premium progressive with anti-reflective is real money on every transaction, multiplied across every patient an optician helps. Yet most practices reward opticians on raw sales totals, which favors whoever happened to get the busy shift. This dashboard measures selling performance the way it should be measured — per hour on the floor, per transaction, and by what they actually attach.
What this dashboard answers
The Optician Performance page answers the optical manager's coaching questions: who produces the most dispensing revenue per hour worked, who sells more units per transaction, and what's the average sale value? Sales per optician-hour and units per transaction are charted by optician, with a weekly sales trend to show momentum. The Upsell & Mix page focuses on the lens conversation — premium-lens attach rate by optician, a 100% stacked breakdown of transactions by lens tier, and a per-optician table that lays hours, transactions, units, sales, sales-per-hour, and attach rate side by side so coaching is grounded in numbers.
The metrics that matter
Sales per optician-hour, units per transaction, average sale value, and premium-lens attach are all ratios, computed as a sum over a sum so a single big sale or a long shift doesn't distort the picture. Attach rate is the upsell signal — the share of transactions that included a premium, progressive, or AR lens — and it's usually where the largest, most coachable revenue difference between opticians shows up. Sales per hour is the fairness fix: it lets a part-time optician on slow shifts be compared honestly to a full-timer on the busiest days.
Why the data is trapped across the systems
Transactions, units, lens tiers, and sale amounts live in the optical POS (Edge by GPN) and the dispensing side of Eyefinity/OfficeMate or My Vision Express. Optician hours worked live in scheduling or a timeclock. Sales per optician-hour — the productivity number that actually matters — requires joining POS sales to staff hours, two sources that rarely meet. So practices end up ranking opticians by total sales, which rewards the schedule rather than the seller, and the real productivity differences stay hidden.
How to read it
Read sales per optician-hour to find true productivity, then read premium-lens attach to see who's having the upgrade conversation and who isn't. A strong seller with low attach is a coaching opportunity; a high attach rate with low units may be a presentation-vs-second-pair gap. Use the per-optician table to turn the patterns into specific, fair conversations. The sample uses fully synthetic transaction and staffing data, so no real sales or staff records appear.
Metrics it tracks
| Metric | What it means |
|---|---|
| Optical Sales | Dispensing dollars across all transactions. |
| Sales per Optician-Hour | Dispensing dollars divided by optician hours worked (a SUM-over-SUM ratio). |
| Units per Transaction | Total eyewear units divided by transaction count (SUM over SUM). |
| Transactions | Count of dispensing transactions in the period. |
| Premium-Lens Attach Rate | Transactions with a premium, AR, or progressive lens divided by all transactions (SUM over SUM). |
| Average Sale Value | Dispensing dollars divided by transaction count (SUM over SUM). |
Used by: Optical managers tracking optician selling performance
Frequently asked questions
Why measure sales per optician-hour instead of total sales?
Total sales reward whoever got the busy shifts. Sales per optician-hour normalizes for time on the floor, so a part-timer on slow days can be compared fairly to a full-timer on the busiest ones. It's the metric that measures the seller, not the schedule.
What is premium-lens attach rate?
It's the share of dispensing transactions that included a premium, progressive, or anti-reflective lens rather than a basic single-vision. It's usually the single largest coachable revenue difference between opticians, because the upgrade conversation is a skill, not luck.
Can I build this on my own POS and staffing data?
Yes. Export dispensing transactions from your optical POS and hours from scheduling, and use this as a template — we model it into a Power BI report. The sample uses synthetic data, so there's no real sales or staff information here.
Build this report on your own data
Clone this Optometry & optical template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →