Healthcare – Profit & Loss with Clinics

What is a Consolidated Profit & Loss Report? Consolidated profit & loss (P&L) reports are considered essential monthly reports for healthcare groups and are used by Boards, CFOs and Controllers to review monthly aggregate results. Some of the main functionality in this type of financial report is that it is parameter driven and the user can run it for divisions as well as the top consolidated level in the organization. The individual clinics/locations will dynamically expand across the columns with a consolidated total on the far right. The rows are organized in a typical P&L layout, showing revenues, expenses, margins and net profit (loss). You find an example of this type of financial report below.

Purpose of Consolidated Profit & Loss Reports Healthcare providers use Consolidated Profit & Loss Reports to provide healthcare executives at the group level with a clear view of consolidated results while at the same time seeing how each clinic individually is contributing. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its profitability and financial performance communication as well as reduce the chances that executives make slower or sub-optimal decisions because they don't easily see each location's contribution to consolidated results.

Who Uses This Type of Financial report? The typical users of this type of financial report are: Boards, CFOs, group controllers. Other Financial Reports Often Used in Conjunction with Consolidated Profit & Loss Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Consolidated Profit & Loss Reports, along with KPI and financial dashboards, variance and 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 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 – Profit & Loss with Clinics in Solver? The Healthcare – Profit & Loss with Clinics 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? Finance leaders at healthcare organizations — including CFOs, healthcare finance managers, and controllers — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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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