Drag & drop your Excel or CSV export file here, or click to browse
Supported: .xlsx, .xls, .csv Β· Required columns: Accession No, Account Name, Services, Sample Type, Sample Accession Date (or Order Date)
Add New Data
Upload a new export file to merge with existing data. Duplicate specimen numbers will be skipped automatically.
π
Drop file here or click to browse
.xlsx, .xls, .csv
LabX Diagnostic Systems Sample Volume Dashboard
0 specimens
?
β
β
LabX Dashboard
Total Specimens
0
Unique accession numbers
Active Accounts
0
Unique accounts
Avg Daily Specimens
0
Across business days
Projected Monthly
0
Based on current pace
Toxicology
0
Screening & Confirmation
Urine Tox
0
Urine specimens
Blood Tox
0
Blood specimens
Avg Daily Tox
0
Per business day
Phlebotomy
0
Blood / Serum panels
Avg Daily Phlebotomy
0
Per business day
Other Lab Tests
0
Non-tox / non-phle
Date:to
Account:
Test Class:
Service:
Toxicology vs Phlebotomy
Volume by Sample Type
Top Accounts by Specimen Volume
Monthly Trend
Daily Specimen Volume
Daily Detail by Account
Unique specimens per day Β· click headers to sort
Weekly Specimen Volume
Weekly Summary by Account
Monthly Volume with Projection
Actual
Projected
Toxicology
Phlebotomy
Monthly Summary by Account
π‘ Projected = Avg Daily Specimens Γ Business Days in Month
Yearly Specimen Volume by Account
Yearly Summary
Specimens by Test Category
Service Distribution
All Services β Specimen Volume
Sales Rep Leaderboard
Breakdown by Rep
Unassigned Accounts
Accounts in your data that don't match any sales rep in the mapping.
All Records β Troubleshooting View
Upload History
No upload history
β Danger Zone
Clearing data permanently removes all stored records from this browser. Source files are not affected.
π Account P&L Data (NetSuite)
Sales Rep Account Assignments
Add or update account-to-rep assignments. These are saved in your browser and layered on top of the built-in mapping.
ACCOUNT NUMBER
ACCOUNT NAME
SALES REP
No custom assignments yet. Unassigned accounts will appear in the Leaderboard tab.
Sample Volume Report
Upload data to generate report
Total Specimens
β
Toxicology
β
Phlebotomy
β
Active Accounts
β
Avg / Account
β
Sample Volume Summary
No data β upload a file to generate the SVR
By Sales Rep
No data
By Test Class
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Holds List
Upload your LIMS Insurance Report to generate the holds list, broken out by rep and account.
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Drop Insurance Report here
.xlsx or .xls β LIMS export with Comments column (CR)
Holds Dashboard
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π Bonus Threshold:Each rep needs 93% specimen clearance for their bonus. Clearance = (Total Specimens β Active Holds) / Total Specimens
πDrop next Insurance Report here to add new holds (duplicates skipped automatically)or click to browse
⚠ Unclear Items β Needs Review0
CR content present but no recognized hold code β mark each as Not a Hold or Clean Claim▼
AccessionPatientAccountCR NoteAction
AccessionPatientAccountNoteActionsAssign to Rep
π€ User Management
All Users
Loadingβ¦
β Reassign All Holds
Reassigning holds from departed rep
Add User
β Take Over Holds From
All active holds from this rep will be moved to the new user.
⚙ Feature Permissions β additive to role
Admin users always have all permissions.
Reset Password
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π° Profitability Analysis
Select a period to view profitability data
Total Revenue
β
Net Income
β
Total Samples
β
Avg Rev / Sample
β
Accounts
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Account Rankings
π’ Rev/Sample > avg π‘ 50β100% of avg π΄ < 50% of avg
Top 15 Accounts by Revenue
Top 15 by Rev / Sample
Revenue Concentration
Revenue Concentration
Above / Below Average Rev/Sample
Accounts with Samples but $0 Revenue
Account Revenue
NetSuite income statement data by account
Total Revenue
β
Gross Profit
β
Net Profit
β
Total Expenses
β
Avg Rev / Sample
β
No NetSuite data loaded. Upload an income statement in the Data Manager tab, or use NetSuite Integration to sync live data.
NetSuite API Integration
Token-Based Authentication (TBA / OAuth 1.0a). Credentials are stored encrypted on the server.
Not configured
Credentials
SuiteQL Query
Query to pull income statement data by account. Results should return columns: account_num, account_name, period, lab_samples, revenue, contractual_adj, gross_profit, net_income
Setup steps:
1. In NetSuite: Setup β Integration β Manage Integrations β New. Enable Token-Based Authentication.
2. Setup β Users/Roles β Access Tokens β New. Assign to an Integration and an Employee.
3. Copy Account ID from Setup β Company β Company Information.
4. Enter credentials above and click Test Connection.
5. Write a SuiteQL query that returns the required columns, save, and click Sync Now.