Healthcare – Charges Dashboard

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. 

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 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 – Charges Dashboard in Solver? The Healthcare – Charges 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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