Pharma – Patient Dashboard

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.

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 xFP&A solutions.

Built for pharmaceutical finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Pharma – Patient Dashboard in Solver? The Pharma – Patient Dashboard is a pre-built xFP&A dashboard template in Solver designed for pharmaceutical organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for pharmaceutical finance workflows.

Who uses this Solver dashboard template? Cfos, fp&a managers, and pharmaceutical finance teams in pharmaceutical organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. CRM and clinical data sources can also be integrated for a more complete operational view. Once connected, the template updates in near real-time with no manual data entry required.

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