Pharma – Reimbursement Dashboard

What is a Reimbursement Analysis Dashboard? Reimbursement Dashboards are considered operational analysis tools and are used by program and product managers to review expenses and other metrics related to the company's drug reimbursement program. Some of the main functionality in this type of report is that it provides graphical analysis of five key performance indicators (KPIs), including: 1) Year-to-date (YTD) costs of reimbursement requests, 2) Reimbursements by channel (hospitals, physicians, retail pharmacies, etc.) YTD, 3) Number of claims by reimbursement status (in process, paid, pending, to pay), 4) Top five claimants (hospital, patients, health plans, government, social workers), and 5) Reimbursement cost by product. You find an example of this type of dashboard below.

Purpose of Reimbursement Analysis Dashboards Pharmaceutical companies use Reimbursement Analysis Dashboards to give managers self-service analysis that enables them to closely monitor expenses and other metrics related to the reimbursement program. When used as part of good business practices in Finance and Product departments, a company can improve its profitability and policies, and it can reduce the chances that managers miss trends and outliers that could have been used to improve program strategies.

Who Uses This Type of Report? The typical users of this type of report are: Program managers, controllers, analysts, executives. Other Reports Often Used in Conjunction with Reimbursement Analysis Dashboards Progressive Finance and Product departments sometimes use several different Reimbursement Analysis Dashboards, along with reimbursement reports, profit & loss reports, KPI dashboards, annual budgets 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 pharmaceutical 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 Pharma – Reimbursement Dashboard in Solver? The Pharma – Reimbursement Dashboard is a pre-built xFP&A dashboard template in Solver designed for pharmaceutical organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for pharmaceutical finance workflows.

Who uses this Solver dashboard template? This template is primarily used by CFOs, FP&A managers, and pharmaceutical finance teams in pharmaceutical organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for pharmaceutical finance teams managing budgets, forecasts, and performance reviews.

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. CRM and clinical data sources can also be integrated for a more complete operational view. Once connected, the template updates in near real-time with no manual data entry required.

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