Example of a Collections Rate Dashboard for Healthcare Providers

What is a Collections Rate Dashboard?

Collections Dashboards are considered operational analysis tools and are used by CFOs and collections managers to analyze the rate at which the organization is able to collect on its billings. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Collections rate based on the top 5 services provided, 2) Collections rate by insurance company (payor), 3) Collections rate by biller. The user can choose month and year filter from the drop down boxes on the top of the screen. You find an example of this type of dashboard below.

Purpose of Collections Rate Dashboards

Healthcare organizations use Collections Rate Dashboards to get easy and quick summary information about their success (or not) at getting paid for their services. When used as part of good business practices in Financial Planning & Analysis (FP&A) and collections departments, an organization can improve its revenues and cash flow, and it can reduce the chances that dysfunctional collections processes are not getting attention from managers.

Example of a Collections Rate Dashboard

Here is an example of a Collections Rate Dashboard with analysis of collection rate by service, insurance company and biller.

Example of a Collections Rate Dashboard for Healthcare Providers

Example of a Collections Rate 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, collections managers, accountants, analysts.

Other Reports Often Used in Conjunction with Collection Rate Dashboards

Progressive Financial Planning & Analysis (FP&A) and collections departments sometimes use several different Collections Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) 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 Bill to Charge Rate Dashboard for Healthcare Providers

What is a Bill to Charge Rate Dashboard?

Bill to Charge Rate Dashboards are considered revenue and billing analysis tools and are used by CFOs and accountants to analyze what percent of charges are accepted as billable events. Some of the main functionality in this type of dashboard is that it enables anlaysis from three perspectives: 1) Bill to charge rate by biller (physician), 2) Bill to charge rate by payor/insurance company, and 3) Bill to charge rate by patient. You find an example of this type of dashboard below.

Purpose of Bill to Charge Rate Dashboards

Healthcare organizations use Bill to Charge Rate Dashboards to provide their managers with clear insight into the organization’s ability to bill for its charges with minimal adjustments. When used as part of good business practices in accounting departments, an organization can improve its revenues and related processes, and it can reduce the chances that there are specific outliers that are missed, such as a physician or payor with a very low bill to charge ratio.

Example of a Bill to Charge Rate Dashboard

Here is an example of a Bill to Charge Rate Dashboard with analysis of physicians, payors and patients.

Health – Bill to Charge Rate Analysis

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Chief Physician, CEOs, CFOs, analysts, accountants.

Other Reports Often Used in Conjunction with Bill to Charge Rate Dashboards

Progressive Accounting departments sometimes use several different Bill to Charge Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections 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 Charge Summary Dashboard for Healthcare Providers

What is a Charge Summary Dashboard?

Charge Summary Dashboards are considered revenue analysis tools and are used by CFOs and hospital executives to analyze charges, billings and collections from multiple angles. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Charge amounts for the top five services ranked and compared to billed and collected amounts, 2) Charges, billings and collections by insurance payor, and 3) charges, billings and collections by physician. You find an example of this type of dashboard below.

Purpose of Charge Summary Dashboards

Healthcare organizations use Charge Summary Dashboards to make it easy for managers to see the top services, payors and physicians when is comes to charges, billings and collections. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategies as it relates to the parties involved with various revenue streams, and it can reduce the chances that the ratio of collected to charged amounts deteriorate.

Example of a Charge Summary Dashboard

Here is an example of a Charge Summary Dashboard with KPI charts for service types, payors and physicians.

Example of a Charge Summary Dashboard for Healthcare Providers

Example of a Charge Summary 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: Executives, Chief Physician, CEOs, CFOs, analysts, board members.

Other Reports Often Used in Conjunction with Charge Summary Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Charge Summary Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections 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 Top Services Charges Dashboard for Healthcare Providers

What is a Top Services by Charges Dashboard?

Service Charges Dashboards are considered revenue analysis tools and are used by CFOs and hospital executives to analyze differences between service charges versus the billed and collected amounts. Some of the main functionality in this type of dashboard is that it provides analysis from two perspectives: 1) Top 10 services ranked and compared to billed and collected amounts, and 2) Quarter by quarter comparison of charges, billings and collections. The user can choose period and year on the top of the dashboard to filter the charts. You find an example of this type of dashboard below.

Purpose of Service Charges Dashboards

Healthcare organizations use Service Charges Dashboards to give managers a clear picture of the amounts charged for different services versus what the organization actually bills and eventually collects from patients and insurance companies. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its revenues by improving related strategies and processes, and it can reduce the chances that the ratio of collected to charged amounts deteriorate.

Example of a Top Service Charges Dashboard

Here is an example of a Top Service Charges Dashboard with comparisons to billed and collected amounts as well as quarterly analysis.

Example of a Top Services Charges Dashboard for Healthcare Providers

Example of a Top Services Charges 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: Executives, CEOs, CFOs, analysts, board members.

Other Reports Often Used in Conjunction with Service Charges Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Service Charges Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections 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 Supplier Quality Dashboard for Healthcare Providers

What is a Supplier Quality Dashboard?

Supplier Quality Dashboards are considered operational monitoring tools and are used by Purchasing Managers at healthcare organizations to analyze satisfaction with equipment and other materials provided by suppliers. Some of the main functionality in this type of dashboard is that it provides analysis from these six perspectives: 1) Top five suppliers with the least complaints, 2) Bottom five suppliers with the most complaints, 3) Defects by product, 4) Defects and late deliveries – monthly trend, 5) Supplier ranked by amounts spent on purchases, and 6) Complaints by category. You find an example of this type of dashboard below.

Purpose of Supplier Quality Dashboards

Healthcare organizations use Supplier Quality Dashboards to continuously look for ways to improve quality, both through feedback to suppliers and by replacing low performers. When used as part of good business practices in quality assurance teams and by purchasing departments, an organization can improve its patient and employee satisfaction with products they use, and it can reduce the chances that the organization overspends in relationship to quality received.

Example of a Supplier Quality Dashboard

Here is an example of a Supplier Quality Dashboard with supplier ranking, trends in defects and late deliveries as well as other metrics.

Example of a Supplier Quality Dashboard for Healthcare Providers

Example of a Supplier Quality 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, purchasing managers, chief nurses.

Other Reports Often Used in Conjunction with Supplier Quality Dashboards

Progressive Quality assurance teams and purchasing departments sometimes use several different Supplier Quality Dashboards, along with Accounts payables reports, purchase order reports, supplier scorecards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from surveys as well as 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 Satisfaction Dashboard for healthcare providers

What is a Patient Satisfaction Dashboard?

Patient Satisfaction Dashboards are considered operational analysis tools and are used by hospital executives to analyze the results of patient experience surveys and other patient metrics. Some of the main functionality in this type of dashboard is that it provides analysis from these eight perspectives: 1) Overall satisfaction by facility, 2) Post care support visits by facility, 3) Avoidable readmissions by facility, 4) Patient satisfaction from best to worst, 5) Overall satisfaction by patient, 6) Monthly trend in post care support visits, 7) Monthly trend in avoidable readmissions, and 8) Post care support visits by patient type You find an example of this type of dashboard below.

Purpose of Patient Satisfaction Dashboards

Healthcare organizations use Patient Satisfaction Dashboards to monitor feedback on patient experience and to benchmark satisfaction metrics across facilities. When used as part of good business practices in executive departments, an organization can improve its recurring patient revenues and referrals, and it can reduce the chances that of a poor reputation and potential litigations.

Example of a Patient Satisfaction Dashboards

Here is an example of a Patient Satisfaction Dashboard with monthly trends, survey metrics and facility benchmarking.

Example of a Patient Satisfaction Dashboard for healthcare providers

Example of a Patient Satisfaction 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: Chief physician, CEOs, CFOs, management.

Other Reports Often Used in Conjunction with Patient Satisfaction Dashboards

Progressive executive departments sometimes use several different Patient Satisfaction Dashboards, along with financial statements, claims reports, hospital KPI dashboards, executive dashboards, complaint reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from patient systems, survey tools and 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 Clinical KPI Dashboard

What is a Clinical KPI Dashboard?

Clinical Dashboards are considered operational analysis tools and are used by hospital executives to track important patient management metrics. Some of the main functionality in this type of dashboard is that it provides analysis from these six perspectives: 1) Number of admissions per Diagnostic Related Group (DRG), 2) Number of readmissions by DRG, 3) Average charge by DRG, 4) Monthly trend in admissions and readmissions, 5) Average length of stay (ALOS), and 6) Count by patient type. You find an example of this type of dashboard below.

Purpose of Clinical Dashboards

Healthcare organizations use Clinical Dashboards to monitor essential patient statists and metrics. When used as part of good business practices in executive departments, an organization can improve its efficiency and patient-related improvement strategies, and it can reduce the chances that leaders miss key trends or anomalies, resulting in sub-par decision-making.

Example of a Clinical KPI Dashboard

Here is an example of a Clinical Dashboard for healthcare providers.

Health – Clinical Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief physician, CEOs, CFOs, management.

Other Reports Often Used in Conjunction with Clinical Dashboards

Progressive executive departments sometimes use several different Clinical Dashboards, along with financial statements, claims reports, claims dashboards, executive dashboards, clinical reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from patient systems and 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 Dashboard for Healthcare Providers

What is a Claims Dashboard?

Claims Dashboards are considered operational analysis tools and are used by CFOs and claims managers to monitor claims metrics. Some of the main functionality in this type of dashboard is that it provides claims analysis from these six perspectives: 1) Number of claims versus claims paid per payor, 2) Claims rejections by payor, 3) Top payors ranked by reimbursement, 4) Number of claims versus claims paid – monthly trend, 5) Accounts receivable – monthly trend, and 6) Top physicians ranked by percent of claims paid. You find an example of this type of dashboard below.

Purpose of Healthcare Claims Dashboards

Healthcare organizations use Claims Dashboards to analyze how-, by whom- when- and if their billings get paid. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategies to claims payments and reimbursements, and it can reduce the chances that managers miss important factors affecting claims with resulting lost revenues.

Example of a Healthcare Claims Dashboard

Here is an example of a Claims Dashboard for healthcare providers with trends and comparisons.

Example of a Claims Dashboard for Healthcare Providers

Example of a Claims 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: Executives, CFOs, analysts, claims managers, receivables and collections managers.

Other Reports Often Used in Conjunction with Healthcare Claims Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Healthcare Claims Dashboards, along with AR reports, claims reports, billing reports, cash flow reports, profit & loss reports, balance sheets 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 Revenue Dashboard for Healthcare Providers

What is a Revenue Dashboard?

Revenue Dashboards for healthcare providers are considered performance analysis tools and are used by Executives and CFOs to monitor revenues metrics. Some of the main functionality in this type of dashboard is that it gives users a very easy and clean interface to review: 1) Revenue by patient type, 2) Revenue by facility, and 3) Monthly revenue trend with actual and budget comparison. The filters enable users to slice the visuals into more granular data. You find an example of this type of dashboard below.

Purpose of Revenue Dashboards for Healthcare Providers

Healthcare organizations use Revenue Dashboards to analyze trends and comparisons of income by patient type and from different facilities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its revenue generating strategies, and it can reduce the chances that important trends are missed with resulting impact on margins and surplus/deficit.

Example of a Revenue Dashboard for a Healthcare Provider

Here is an example of a Revenue Dashboard for healthcare providers with trends and budget comparison.

Example of a Revenue Dashboard for Healthcare Providers

Example of a Revenue 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: Executives, CFOs, analysts.

Other Reports Often Used in Conjunction with Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, billing dashboards, detailed revenue 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 CFO Dashboard for Healthcare Providers

What is a CFO Dashboard for Healthcare Providers?

CFO Dashboards are considered financial analysis tools and are used by CFOs and analysts to monitor key financial metrics. Some of the main functionality in this dashboard is that it provides analysis from eight different perspectives, including: 1) Actual and budgeted revenues by GL account, 2) Top 5 expenses – actual and budget, 3) Revenue by facility – actual and budget, 4) Accounts receivable (AR) – monthly trend, 5) Revenues – monthly trend with actual and budget comparison, 6) Expenses – monthly trend with actual and budget comparison, 7) Actual and budgeted expenses by facility, and 8) Bad debt – monthly trend. The user can filter on month and year on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Healthcare CFO Dashboards

Healthcare organizations use Healthcare CFO Dashboards to track financial trends and budget variances. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its decision-making speed, and it can reduce the chances that key financial issues goes undetected longer then necessary.

Example of a Healthcare CFO Dashboard

Here is an example of a CFO Dashboard for healthcare providers with financial trends and budget comparisons.

Example of a CFO Dashboard for Healthcare Providers

Example of a CFO 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: Executives, CFOs, analysts, controllers.

Other Reports Often Used in Conjunction with Healthcare CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Healthcare CFO Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, AR aging reports, bad debt 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