CrystalPM Production Report (revenue, products) · Invoice CSV (exams, patients)
Period & Location
Net Revenue & Volume
Product Sales ($)
AR, photochromic, etc.
Warranties, edge polish, etc.
For capture rate calculation
Accounts Receivable ($)
Negative is fine — happens when prior-month patients pay this month and there's nothing new outstanding.
End-of-month AR balance
Net Rev + Deposits + CC + ECC
Patient Mix (optional)
Patients who bought >1 pair
For CL attach rate
Notes
Settings
Branding
Report Name
Tagline
Logo
No logo
PNG, SVG, JPG, or WebP. Max 500 KB. Stored locally in your browser.
Location Names
CrystalPM Loc ID Mapping
When you import an Invoice CSV, each row's "Loc ID" maps to one of your locations.
Annual Revenue Targets
Crystal PM API
Live connection to Crystal through the GoTo Hub. The token stays on the Hub’s server — it is never stored in the dashboard.
CSV Imports
Invoice-level data that powers exam counts, capture rate, doctor productivity, and Deep Dive analytics.
Production Report Imports
CrystalPM Production PDFs — one per location per month. Source for Net Revenue and Receivables.
Commission Rules
Optician commission and doctor production bonus rates. Used in the Commissions & Bonuses section.
Data Management
Reset all data
Review CSV Import
Location
Month
Invoices
Net Revenue
Exams
Purchasers
Multi-pair
CL Pts
AR
Mode
How merging works: CSV fills exams, purchasers, multi-pair, CL patients always.
Revenue and AR are filled only if the existing entry has no revenue yet — so PDF-derived revenue won't be overwritten.