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Example of a Reimbursement Analysis Dashboard for Pharma Companies

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.

Example of a Reimbursement Analysis Dashboard

Here is an example of a Reimbursement Dashboard with costs, top claimants and refunds by product.

Example of a Reimbursement Analysis Dashboard for Pharma Companies

Example of a Reimbursement Analysis Dashboard for Pharma Companies

You can find hundreds of additional examples here

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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

What is a Reimbursement Program Dashboard?

Reimbursement Program Dashboards are considered patient assistance analysis tools and are used by Program Managers to monitor KPIs in their programs. Some of the main functionality in this type of dashboard is that it provides graphical insights from six different perspectives: 1) Year to date cost of reimbursements, 2) Claims by reimbursement status, 3) Reimbursement cost by product, 4) Year to date reimbursement by channel, 5) Top 5 claimants, and 6) Reimbursement cost by product. You find an example of this type of dashboard below.

Purpose of Reimbursement Program Dashboards

Pharmaceutical companies use Reimbursement Program Dashboards to give managers quick insights into metrics and trends in their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Reimbursement departments, an organization can improve its reimbursement strategies and strengthen financial outcomes, and it can reduce the chances that it takes too much time to detect and adjust inefficient programs.

Example of a Reimbursement Program Dashboard

Here is an example of a Reimbursement Program Dashboard with cost and claim analysis.

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Reimbursement program managers, executives, product managers, patience assistance managers.

Other Reports Often Used in Conjunction with Reimbursement Program Dashboards

Progressive Financial Planning & Analysis (FP&A) and Reimbursement departments sometimes use several different Reimbursement Program Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed reimbursement reports, expense dashboards, KPI dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Manager Dashboard for Pharmaceutical Companies

What is a Sales Manager Dashboard?

Sales Manager Dashboards are considered revenue analysis tools and are used by Sales Managers and executives to monitor sales performance across key business areas. Some of the main functionality in this type of dashboard is that it enables analysis of metrics from eight different perspectives: 1) Ranked gross and net sales by product, 2) Monthly trend for gross and net sales, 3) Sales by channel, 4) Reach by product, 5) Ranked gross and net sales by business unit, 6) Monthly gross sales trend for new business, 7) Units sold by product, ranked, and 8) Samples given by product, ranked. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Pharmaceutical companies use Sales Manager Dashboards to easily monitor key sales metrics and trends on a single screen. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Sales departments, an organization can improve its revenues, and it can reduce the chances that areas with weaker than expected performance don’t get timely attention.

Example of a Sales Manager Dashboard

Here is an example of a Sales Manager Dashboard with trend analysis and ranked sales metrics across products and channels.

Example of a Sales Manager Dashboard for Pharmaceutical Companies

Example of a Sales Manager Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales managers, product managers, executives.

Other Reports Often Used in Conjunction with Sales Manager Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Sales Manager Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Pharmaceutical Companies

What is an Executive Dashboard?

Executive dashboard are considered business monitoring tools and are used by CEOs and senior leaders to easily track performance across key business areas in a pharma business. Some of the main functionality in this type of dashboard is that it provides a single screen to analyze business KPIs from five different perspectives: 1) Top sales producers ranked by gross and net sales, 2) Revenues from the top sales channels, 3) Pharma product sales by volume, 4) Top payers ranked, and 5) Monthly trend in gross and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give managers an easy way to monitor performance in key business areas. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic and tactical decisions, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Executive Dashboard

Here is an example of an Executive Pharma Dashboard with monthly trend analysis as well as ranked sales metrics by producer, channel, payer and product.

Example of an Executive Dashboard for Pharmaceutical Companies

Example of an Executive Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, CFOs, COOs, Sales Executives, Board of Directors.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples