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Example of a Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistance Dashboards are considered program analysis tools and are used by managers of patient initiatives and researchers to monitor performance and results of patient assistance programs. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Patient requests by status, 2) Medical advisory inquiries, 3) YTD enrollees by product, 4) Medical advisory inquiries by product, 5) Enrollees by eligibility criteria, and 6) Medical advisory inquiries by method. You find an example of this type of report below.

Purpose of Patient Advisory Dashboards

Pharmaceutical companies use Patient Advisory Dashboards to give managers a good understanding of results of active patient programs. When used as part of best practices in Product and Patient Program Departments, a company can improve its initiatives and service level, and it can reduce the chances that managers lack good field data when making their decisions.

Example of a Patient Advisory Dashboard

Here is an example of a Patient Assistance Dashboard with inquiries and enrollment metrics.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: customer service leaders, researchers, product managers.

Other Reports Often Used in Conjunction with Patient Advisory Dashboards

Progressive Product and Patient Program departments sometimes use several different Patient Advisory Dashboards, along with detailed patient program reports, 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 Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistant Dashboards are considered program analysis tools and are used by clinical trial managers and executives to review results of their drug trials. Some of the main functionality in this type of dashboard is that it offers key insights that measures program performance from six different perspectives: 1) Patient request by status (active, completed, declined, in process), 2) Year to date enrollees by product, 3) Enrollees by eligibility criteria, 4) Medical advisory inquiry, 5) Medical advisory inquiries by product, and 6) Medical advisory inquiries by method. You find an example of this type of dashboard below.

Purpose of Patient Assistance Dashboards for Clinical Trial Programs

Pharmaceutical companies use Patient Assistance Dashboards to easily monitor and measure the performance of various aspects of their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Clinical Trial departments, an organization can improve its product strategies and related future revenue streams, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Patient Assistance Dashboards

Here is an example of a Patient Assistance Dashboard to analyze key metrics related to clinical trials.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance 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: Executives, product managers, patience assistance managers, clinical trial managers.

Other Reports Often Used in Conjunction with Patient Assistance Dashboards

Progressive Financial Planning & Analysis (FP&A) and Drug Development Departments sometimes use several different Patient Assistance Dashboards for Clinical Trial Programs, along with detailed program reports, product forecasts, multi-year 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

Higher Education Budgeting - Expense Requests Example

What is an Expense Request Budget Template?

Expense Budget Request templates are considered department input forms and are often used by department heads to enter their suggested funding needs to cover expenses for the upcoming year. Key functionality in this type of input form automatically displays the summary of the salary budget (entered in a separate, detailed employee template) and provides input for all other expenses. The left columns show last year’s actual results, as well as, the target change that the budget office is expecting to see. If desired, last year’s budget can also be displayed and used as a baseline. Where desired, the department manager enters a percent or amount (or both) to increase or decrease the baseline budget. Explanations are entered in the comment column on the right and can later also be displayed in the final budget review reports. You will find an example of this type of input form below.

Purpose of Expense Request Templates

Universities and colleges use Expense Request Templates to give department managers a secure and convenient web form to capture their budget. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its annual budgeting process and speed, as well as, reduce the chances of delayed or inaccurate budgets because users lack good information or the ability to document their requests.

Expense Request Template Example

Here is an example of a University Budget Form for Departmental Expense Requests.

Higher Education Budgeting - Expense Requests Example

Higher Education Budgeting – Expense Requests Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and Department Managers.

Other Input Forms Often Used in Conjunction with Expense Request Templates

Progressive Budgeting and Planning Departments sometimes use several different Expense Request Templates, along with payroll, capital expense and revenue budget templates 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

Higher Education Budgeting - Revenue Example

What is a Higher Education Revenue Budget Template?

Revenue Budget templates are considered an essential part of the annual budget and are used by finance officers and budget managers to capture estimated sources of revenues for the upcoming year. Key functionality in this type of input form automatically displays the institution’s revenue accounts with totals. The left columns show last year’s actual results, as well as, the target change that executives are expecting to see. If desired, last year’s budget can also be displayed and used as a baseline. Where needed, managers enter a percent or amount (or both) to increase or decrease the baseline budget. Explanations are entered in the comment column on the right side and can later also be displayed in the final budget review reports. You will find an example of this type of input form below.

Purpose of Revenue Budget Templates

Universities and colleges use Revenue Budget Templates to give users a secure and convenient web form to capture their budget. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its annual budget process and speed, as well as, reduce the chances that sources of funds are unable to cover planned expenses for the coming fiscal year.

Revenue Budget Template Example

Here is an example of a University Budget Form for Revenue Input.

Higher Education Budgeting - Revenue Example

Higher Education Budgeting – Revenue Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and Executives.

Other Input Forms Often Used in Conjunction with Revenue Budget Templates

Progressive Budgeting and Planning Departments sometimes use several different Revenue Budget Templates, along with payroll, capital expense and expese budget templates 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