Analytics & Reporting
Aggregates, filters, trends, comparisons, and product/location analysis.
For Finance
See the economics behind every product.
Understand what the practice purchased, what remains tied up in inventory, what moved, what sold, and where product value may be at risk—without manually reconstructing the story from purchasing records, checkout systems, and physical counts.
Products are working capital
Every product sitting on a shelf represents capital already deployed.
Finance should not have to wait for a sale to understand the product program. Purchasing, receiving, storage, movement, sale, expiration, and disposition all shape the economic picture.
Purchase
Capital deployed→Receive
Inventory enters→Store
Capital remains→Sell / dispose
Outcome recorded
Capital deployed→Receive
Inventory enters→Store
Capital remains→Sell / dispose
Outcome recorded
From reports to answers
Start with the questions, not the dashboard.
What did we buy?Products, vendors, quantities, and destinations.
What do we still have?Physical inventory by product and location.
What is aging or approaching expiration?Context for inventory exposure and review.
What changed?Transfers, sales, adjustments, holds, returns, and disposition.
The view vs the capability
Analytics powers the view. Finance supplies the questions.
Finance
Uses that information to understand working capital, purchasing, sales, aging, expiration exposure, and product economics.
Analytics describes the activity. Finance decides what it means for the business.
The Problem
Product revenue shouldn't be a black box.
Product programs at most eye-care practices operate without financial visibility. Purchasing records exist in one system. Sales data exists in another. Inventory sits on shelves with incomplete cost context. Nobody has a clear view of which products have useful margin context, which are sitting past their useful life, or how working capital is distributed across locations.
iPothecary is not an accounting system. It does not replace your general ledger, ERP, or revenue cycle management. What it provides is operational data about the product program — data that existing systems typically do not capture at this level of detail.
At the end of a quarter, finance should be able to answer: What did we purchase? What did we sell? What is currently on shelves? What expired without being sold? iPothecary provides the operational record behind each of those answers.
— Purchasing activity
— Inventory on hand
— Expiration exposure
Revenue by channel
POS
Kiosk
Future
Top products by revenue
Product activity Recorded
Location activity Context
Expiration exposure Review
Financial Visibility
What the operational record provides
Purchasing activity
Purchase orders, vendor invoices, unit costs recorded at receiving. Purchasing history by vendor, product, and location.
Sales performance
Revenue by product, by location, by time period, and by sales channel — including in-clinic POS and kiosk activity, with future patient-direct channels where available.
Product economics visibility
Where list price and cost are recorded, understand product-level margin. iPothecary surfaces this data; it does not manage your accounting.
Inventory aging
See how long products have been on shelves and when they expire. Understand which inventory is approaching its useful end before it becomes a write-off.
Location performance
Compare product revenue, purchasing, and activity across locations. Identify which offices are performing and where working capital sits.
Transaction history
Every sale, return, and inventory movement is recorded. Transaction history by product, location, and period supports reconciliation.
Expiration loss visibility
Surface inventory approaching expiration and identify patterns that deserve review. Use “potential exposure” language rather than assuming a loss.
Platform fee transparency
iPothecary's pricing model and any transaction-level platform fees are visible in reporting — not buried in aggregate summaries.
What iPothecary is and isn't
iPothecary is an operational platform for product lifecycle management. It records purchasing, inventory, transactions, and performance data at a level of detail that most practice management systems do not capture. It is not an accounting system, ERP, or revenue cycle management platform. It does not replace your general ledger or financial reporting tools. Its role is to provide the operational data that makes your existing financial processes more accurate and less manual.
Finally understand whether the product program is working.
We'll walk through the analytics and reporting capabilities in a focused demo.