Healthcare – Health – 3 Year Profit & Loss with KPIs

What is a Statement of Operations? Statement of Operations reports with multi-year KPIs are considered powerful monthly management reports and are used by Boards, CFOs and other executives to see a current Profit & Loss overview along with a three year picture of key performance indicators (KPIs). Some of the main functionality in this type of innovative monthly report is that it uses parameters that provide on-demand choices of period and organizational units to include. Across the columns it dynamically lists each month of the year up to the current period. The far right shows the total year-to-date (YTD) figures as well as the average monthly performance. The top portion of the rows shows two metrics: Patient volume and Average patient charge. Following that you see a typical Profit & Loss layout with revenues, expenses and net income. At the bottom of the report there are KPI sections for the current year as well as the two prior years. You find an example of this type of innovative monthly report below.

Purpose of Statement of Operations Reports Healthcare providers use Statement of Operations Reports to offer managers a single tool to make it easy to analyze monthly financial results along with multi-year KPI performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its strategies and decision-making as well as reduce the chances that executives don't easily see the big, multi-year picture while analyzing current year and monthly results.

Who Uses This Type of Monthly Report? The typical users of this type of innovative monthly report are: Boards, CFOs, COOs, group controllers and analysts. Other Monthly Reports Often Used in Conjunction with Statement of Operations Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Statement of Operations Reports, along with KPI and financial dashboards, variance 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 typically comes from management 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 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 – Health – 3 Year Profit & Loss with KPIs in Solver? The Healthcare – Health – 3 Year Profit & Loss 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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