Healthcare – CEO Dashboard

What is a CEO Dashboard for Healthcare Providers? CEO Dashboards are considered executive business monitoring tools and are used by CEOs and other leaders to keep an eye on top level key performance indicators (KPIs). Some of the main functionality in this type of dashboard is that it provides analysis from eight different perspectives, including: 1) Actual and budgeted revenues by GL account, 2) Monthly trend in number of claims versus claims paid, 3) Patient population by type, 4) Patient satisfaction by facility (clinic or hospital), 5) Monthly revenue trend with actual and budget comparison, 6) Monthly expense trend with actual and budget comparison, 7) Average length of stay (ALOS) - monthly trend, and 8) Monthly supplier quality 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 CEO Dashboards Healthcare providers use CEO Dashboards to give executives an easy and interactive way to analyze the organization's performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) and executive departments, an organization can improve its strategic decisions, and it can reduce the chances that leaders lack important and real-time insights.

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 Healthcare CEO Dashboards Progressive Financial Planning & Analysis (FP&A) and executive departments sometimes use several different Healthcare CEO Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards 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 healthcare 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 Healthcare – CEO Dashboard in Solver? The Healthcare – CEO Dashboard is a pre-built xFP&A dashboard 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 dashboard template? Cfos, healthcare finance managers, and controllers in healthcare 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. 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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