See where you stand
Your whole practice, on one screen.
It’s the first screen you see in Otto, and because it lives in the system that also takes and fulfils the order, every number leads somewhere you can act.
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Revenue, orders and reminders
Your key numbers at a glance, with your revenue trend against last year.
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Your order pipeline
What’s awaiting fulfilment, on its way and ready for pickup.
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Click into anything
Every chart opens the orders and patients behind it.
Know how you compare
Measured against what top clinics hit.
See your capture rate, Follow-Ups and lens quotes next to the targets top Otto clinics reach, so you know which habit to build next.
3 in 4 Otto clinics send fewer follow-ups than top clinics do. Your dashboard now shows where yours stands.
How you compare
Illustrative
Capture rate61%
Top clinics: 75%
Follow-ups per 100 orders7
Top clinics: 15
Lens quotes per 100 exams22
Top clinics: 40
Weekly AI insights
Otto suggests. You decide.
Every week, Otto’s AI reviews your clinic and lists what’s worth acting on: overdue patients who haven’t responded, carts left on your store, prescriptions about to expire. Each comes with the patient list and a one-click Follow-Up.
✓Patients contacted in the last 7 days are held back
✓Opted-out patients are always excluded
✓Lenses are pre-assigned, so every message is ready to review
Overdue 60+ days, no response
51 patients
Ready to send44
On 7-day cooldown3
Opted out4
Review & send 44 Follow-Ups
Advanced Analytics
Go deeper whenever you want to.
Tap the sparkle on any chart and ask it a question in plain English.
Revenue bridge
What moved your revenue, and why.
Supply status
Who’s running low and who’s stocked up.
Retention
How many patients come back, group by group.
Timing
When your patients actually buy.
Top products
What sells, and what’s growing.
Otto Copilot
Ask your data a question.
Copilot works with the patients, orders and sales Otto already tracks. Ask the way you’d say it out loud and get clear answers, with no filters or report builders.
Which patients have prescriptions expiring this month?
How do this month’s sales compare to last year?
How can I upgrade more patients to daily lenses?
Which patients haven’t ordered in 6 months?
Included in every plan: free with unlimited access for a limited time, then every plan includes Copilot credits.
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Private by design.
Your data stays protected. Otto’s AI providers handle it securely, and never keep it or use it to train their models.
Questions, answered.
How often do the AI insights update?+
Every week. Open your dashboard on Monday and see what Otto found. Five minutes there is one of the simplest ways to keep patients ordering.
Does Otto contact patients on its own?+
No. Otto suggests, you decide. Insights come with a ready-to-review Follow-Up, and nothing sends until you send it.
Which plan do I need?+
The dashboard, how-you-compare and Copilot are on every plan, and Pro includes a sample of AI insights. The full weekly insights feed and Advanced Analytics are part of Otto Premium.
What is Otto Copilot?+
Copilot is the AI assistant built into Otto. Your team asks plain-language questions about patients, orders, prescriptions, reminders and sales, and gets answers and opportunities without digging through reports.
What does Copilot cost?+
For a limited time, Copilot is free with unlimited access for all Otto users. After that, every plan includes Copilot credits, and more are available as paid usage credits.
Is my clinic’s data secure?+
Yes. Your data stays protected. Otto’s AI providers handle it securely, and never keep it or use it to train their models.
How do I get started?+
Already on Otto? Your dashboard and Copilot are waiting in your account. New to Otto? Book a demo and we’ll show you what your dashboard would show for your clinic.