Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

What is a Reimbursement Program Dashboard?

Reimbursement Program Dashboards are considered patient assistance analysis tools and are used by Program Managers to monitor KPIs in their programs. Some of the main functionality in this type of dashboard is that it provides graphical insights from six different perspectives: 1) Year to date cost of reimbursements, 2) Claims by reimbursement status, 3) Reimbursement cost by product, 4) Year to date reimbursement by channel, 5) Top 5 claimants, and 6) Reimbursement cost by product. You find an example of this type of dashboard below.

Purpose of Reimbursement Program Dashboards

Pharmaceutical companies use Reimbursement Program Dashboards to give managers quick insights into metrics and trends in their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Reimbursement departments, an organization can improve its reimbursement strategies and strengthen financial outcomes, and it can reduce the chances that it takes too much time to detect and adjust inefficient programs.

Example of a Reimbursement Program Dashboard

Here is an example of a Reimbursement Program Dashboard with cost and claim analysis.

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Reimbursement program managers, executives, product managers, patience assistance managers.

Other Reports Often Used in Conjunction with Reimbursement Program Dashboards

Progressive Financial Planning & Analysis (FP&A) and Reimbursement departments sometimes use several different Reimbursement Program Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed reimbursement reports, expense dashboards, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistant Dashboards are considered program analysis tools and are used by clinical trial managers and executives to review results of their drug trials. Some of the main functionality in this type of dashboard is that it offers key insights that measures program performance from six different perspectives: 1) Patient request by status (active, completed, declined, in process), 2) Year to date enrollees by product, 3) Enrollees by eligibility criteria, 4) Medical advisory inquiry, 5) Medical advisory inquiries by product, and 6) Medical advisory inquiries by method. You find an example of this type of dashboard below.

Purpose of Patient Assistance Dashboards for Clinical Trial Programs

Pharmaceutical companies use Patient Assistance Dashboards to easily monitor and measure the performance of various aspects of their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Clinical Trial departments, an organization can improve its product strategies and related future revenue streams, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Patient Assistance Dashboards

Here is an example of a Patient Assistance Dashboard to analyze key metrics related to clinical trials.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, product managers, patience assistance managers, clinical trial managers.

Other Reports Often Used in Conjunction with Patient Assistance Dashboards

Progressive Financial Planning & Analysis (FP&A) and Drug Development Departments sometimes use several different Patient Assistance Dashboards for Clinical Trial Programs, along with detailed program reports, product forecasts, multi-year budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Manager Dashboard for Pharmaceutical Companies

What is a Sales Manager Dashboard?

Sales Manager Dashboards are considered revenue analysis tools and are used by Sales Managers and executives to monitor sales performance across key business areas. Some of the main functionality in this type of dashboard is that it enables analysis of metrics from eight different perspectives: 1) Ranked gross and net sales by product, 2) Monthly trend for gross and net sales, 3) Sales by channel, 4) Reach by product, 5) Ranked gross and net sales by business unit, 6) Monthly gross sales trend for new business, 7) Units sold by product, ranked, and 8) Samples given by product, ranked. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Pharmaceutical companies use Sales Manager Dashboards to easily monitor key sales metrics and trends on a single screen. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Sales departments, an organization can improve its revenues, and it can reduce the chances that areas with weaker than expected performance don’t get timely attention.

Example of a Sales Manager Dashboard

Here is an example of a Sales Manager Dashboard with trend analysis and ranked sales metrics across products and channels.

Example of a Sales Manager Dashboard for Pharmaceutical Companies

Example of a Sales Manager Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales managers, product managers, executives.

Other Reports Often Used in Conjunction with Sales Manager Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Sales Manager Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Pharmaceutical Companies

What is an Executive Dashboard?

Executive dashboard are considered business monitoring tools and are used by CEOs and senior leaders to easily track performance across key business areas in a pharma business. Some of the main functionality in this type of dashboard is that it provides a single screen to analyze business KPIs from five different perspectives: 1) Top sales producers ranked by gross and net sales, 2) Revenues from the top sales channels, 3) Pharma product sales by volume, 4) Top payers ranked, and 5) Monthly trend in gross and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give managers an easy way to monitor performance in key business areas. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic and tactical decisions, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Executive Dashboard

Here is an example of an Executive Pharma Dashboard with monthly trend analysis as well as ranked sales metrics by producer, channel, payer and product.

Example of an Executive Dashboard for Pharmaceutical Companies

Example of an Executive Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, CFOs, COOs, Sales Executives, Board of Directors.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Food and Beverage Sales Dashboard for Professional Sports Organizations

What is a Food and Beverage Sales Dashboard?

Food & Beverage (F&B) Dashboards are considered sales analysis tools and are used by Finance teams and F&B managers to analyze sales by location and F&B category. Some of the main functionality in this type of dashboard is that it enables comparative analysis from four different perspectives: 1) Current season F&B sales by location (i.e. restaurant or stand), 2) Current season ranked sales by food or beverage category, 3) Current season versus last season sales by F&B location, and 4) Current season versus last season ranked sales by F&B category. Using the filters on the top of the screen, the user can filter by year, regular season/pre-season/post-season as well as Home/Away games. You find an example of this type of dashboard below.

Purpose of Food & Beverage Sales Dashboards

Professional sports organizations use Food & Beverage Sales Dashboards to gives managers a clear and simple way to monitor revenues from the restaurants and stands at their venue. When used as part of good business practices in Financial Planning & Analysis (FP&A) and F&B departments, an organization can improve its revenues, and it can reduce the chances that underperforming locations or F&B items are not quickly detected and reviewed.

Example of a Food & Beverage Sales Dashboard

Here is an example of a Food & Beverage Dashboard with location and category comparisons.

Sports – Food and Beverage Sales

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Team owners, venue managers, CFOs, F&B Managers.

Other Reports Often Used in Conjunction with Food & Beverage Sales Dashboards

Progressive Financial Planning & Analysis (FP&A) and F&B departments sometimes use several different Food & Beverage Sales Dashboards, along with profit & loss reports, annual budgets, sales forecasts, revenue dashboards, detailed food & beverage sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Broadcasting Sales Dashboard for Professional Sports Organizations

What is a Broadcasting Sales Dashboard?

Broadcasting Sales Dashboards are considered media revenue analysis tools and are used by CFOs and Sales Executives to track sales by broadcaster as well as total broadcast revenues. Some of the main functionality in this type of dashboard is that it provides analysis from three different perspectives: 1) Current season sales by broadcaster, 2) Regular versus pre-season sales – ranked by broadcaster, 3) Current season versus last season sales – ranked by broadcaster. Using the filters on the top of the screen, the user can filter by year, regular season/pre-season/Post-season as well as Home/Away games. You find an example of this type of dashboard below.

Purpose of Broadcasting Sales Dashboards

Professional sports organizations use Broadcasting Sales Dashboards to easily understand and compare the revenues they get from different broadcast partners. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Sales departments, an organization can improve its revenues and related media partner strategies, and it can reduce the chances that any broadcast sales issues goes undetected for longer than necessary.

Example of a Broadcasting Sales Dashboard

Here is an example of a Broadcast Sales Dashboard with comparison and ranking of revenue from each company.

Example of a Broadcasting Sales Dashboard for Professional Sports Organizations

Example of a Broadcasting Sales Dashboard for Professional Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Team owners, executives, CFOs, Sales Managers, Media Managers.

Other Reports Often Used in Conjunction with Broadcasting Sales Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Broadcasting Sales Dashboards, along with profit & loss reports, annual budgets, sales forecasts, revenue dashboards, detailed broadcast sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Ticket Sales Dashboard for Professional Sports Organizations

What is a Ticket Sales Dashboard?

Ticket Sales Dashboards are considered revenue analysis tools and are used by analysts and ticket sales managers to monitor sales by ticket vendor and seat type. Some of the main functionality in this type of dashboard is that it provides analysis from four different perspectives: 1) Pie chart – Total ticket sales by seat type for the current and prior year seasons, 2) Column chart – Total ticket sales by seat type for the current and prior year seasons, 3) Pie chart – Total ticket sales by vendor for the current and prior seasons, and 4) Column chart – Total ticket sales by vendor for current versus prior season, ranked by vendor sales. Using the filters on the top of the screen, the user can filter by year, regular season/pre-season/Post-season as well as Home/Away games. You find an example of this type of dashboard below.

Purpose of Ticket Sales Dashboards

Professional sports organizations use Ticket Sales Dashboards to give managers an easy, single screen interface to monitor essential ticket sales metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Ticket Sales departments, an organization can improve its revenues and related strategies, and it can reduce the chances that any ticket vendor or seat type performance issues are not quickly discovered.

Example of a Ticket Sales Dashboard

Here is an example of a Ticket Sales Dashboard with analysis of vendor and venue seating sales metrics.

Example of a Ticket Sales Dashboard for Professional Sports Organizations

Example of a Ticket Sales Dashboard for Professional Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Team owners, executives, CFOs, Ticket Sales Managers.

Other Reports Often Used in Conjunction with Ticket Sales Dashboards

Progressive Financial Planning & Analysis (FP&A) and Ticket Sales departments sometimes use several different Ticket Sales Dashboards, along with profit & loss reports, annual budgets, sales forecasts, revenue dashboards, detailed ticket sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Financial Dashboard for Professional Sports Teams

What is a Financial Dashboard for Professional Sports Teams?

Financial Dashboards are considered financial monitoring tools and are used by CFOs and team owners to analyze aggregate revenue and expense KPIs as well as related player metrics. Some of the main functionality in this type of dashboard is that it provides trends and KPIs from five different perspectives: 1) Actual versus budgeted revenues, 2) Actual versus budgeted expenses, 3) Actual versus budgeted profit, 4) Profitability trend, and 5) Current player roster with metrics for position, age, salary, years experience, contract amount, guaranteed amount and contract length in years. You find an example of this type of dashboard below.

Purpose of Financial Dashboards with Player Metrics

Professional sports organizations use Financial Dashboards with Player Metrics to give managers and stakeholders an easy way to monitor key performance metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its decision-making and related outcomes, and it can reduce the chances that executives do not have a timely and clear understanding of key performance issues.

Example of a Financial Dashboards with Player Metrics

Here is an example of a Financial Dashboard with KPI analysis for revenues, expenses, profit and player metrics.

Example of a Financial Dashboard for Professional Sports Teams

Example of a Financial Dashboard for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Team owners, executives, CFOs.

Other Reports Often Used in Conjunction with Financial Dashboards with Player Metrics

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Claims Analysis Dashboard for Healthcare Providers

What is a Claims Analysis Dashboard?

Claims Dashboards are considered payor and reimbursement analysis tools and are used by CFOs and medical billing managers to analyze KPIs related to claims. Some of the main functionality in this type of dashboard is that it uses KPIs, a matrix and charts to provide analysis in seven areas: 1) Total charges and reimbursement amounts, 2) Number of claims and claims paid, 3) Payor report matrix with charges, reimbursements, number of claims, number of claims paid, percent of claims paid, 4) Total charges KPI (amount), Total number of claims KPI, Total reimbursements KPI (amount), and Total number of claims paid KPI. You find an example of this type of dashboard below.

Automate Your Healthcare Operations

Purpose of Claims Analysis Dashboards

Healthcare organizations use Claims Analysis Dashboards to give managers a single place to easily review claims metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its payor and claims processes, and it can reduce the chances that revenues are lost due to lack of analysis and oversight.

Example of a Claims Analysis Dashboard

Here is an example of a Claims Analysis Dashboard with payor detail and KPIs.

Example of a Claims Analysis Dashboard for Healthcare Providers

Example of a Claims Analysis Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Claims Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Claims Analysis Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports, payor reports, claims reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

What is a Monthly Billings by Insurance Company Dashboard?

Billings by Insurance Company Dashboards are considered billing analysis tools and are used by CFOs and medical billing managers to analyze how much each insurance company is paying on billed amounts. Some of the main functionality in this type of dashboard is that it gives the user both a matrix report with detailed billing matrix and it provides a chart with rankings of the payors. The matrix shows insurance company name, billing amount, collection amount, % of total amount, and collection rate. The chart ranks the payors from low to high. You find an example of this type of dashboard below.

Automate Your Healthcare Operations

Purpose of Monthly billings by Insurance Company Dashboards

Healthcare organizations use Monthly billings by Insurance Company Dashboards to give managers an easy way to monitor the payors involved in the payment process. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its billing processes and improve revenues, and it can reduce the chances that there are issues with certain payors (insurance companies).

Example of a Monthly billings by Insurance Company Dashboard

Here is an example of a Monthly Billings by Insurance Company Dashboard with KPIs related to the payors as well as rankings.

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Monthly billings by Insurance Company Dashboards

Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Monthly billings by Insurance Company Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports, payor reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples