Healthcare – P&L Variance with KPIs

What is a Profit & Loss Report with KPIs? Profit & Loss (P&L) reports with KPIs are considered powerful monthly management analysis tools and are used by CFOs and other executives to analyze both financial and operational performance in a single view. Some of the main functionality in this type of dashboard report is that it uses parameters so the user can run it for any month and one or many facilities. The top section shows two KPIs: 1) Total admits and 2) Average patient charge. The middle section shows summary P&L rows and each row can be expanded to see the underlying general ledger (GL) accounts and amounts. The bottom of the report displays additional KPIs for Discharges and RVUs, as well as two charts for graphical analysis. You find an example of this type of dashboard report below.

Purpose of P&L Report with KPIs Healthcare providers use P&L Report with KPIs to provide executives with an easy to read format that offers essential performance information. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its decision-making capabilities as well as reduce the chances that managers miss the big picture with too many detailed reports being put in front of them every month.

Who Uses This Type of Dashboard report? The typical users of this type of dashboard report are: Boards, CFOs, COOs, group controllers and analysts. Other Reports Often Used in Conjunction with P&L Report with KPIs Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different P&L Reports with KPIs, along with Financial dashboards, trend reports, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data comes from management systems or 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 healthcare finance teams and aligned with Solver's xFP&A platform, this Solver report 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 Healthcare – P&L Variance with KPIs in Solver? The Healthcare – P&L Variance with KPIs is a pre-built xFP&A report template in Solver designed for healthcare organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for healthcare finance workflows.

Who uses this Solver report template? Cfos, healthcare finance managers, and controllers in healthcare organizations rely on this Solver report 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. Clinical and revenue cycle management systems can also be integrated for a complete financial and operational picture. Once connected, the template updates in near real-time with no manual data entry required.

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