The financial dashboard brings together charge, billing, and pay data to provide a clear overview of current and past financial performance. It also includes basic forecasting tools to help estimate future outcomes based on expected service levels.
đ Note: The dashboard processes a large amount of data. You may notice a short delay when opening it or when changing date ranges or filters. A loading indicator appears in the bottomâleft corner while data is being gathered.
Current tab
The Current tab shows a snapshot of financial performance for a selected period.
Use the date range selector to choose the reporting period.
Apply filters to view data by Group or Contract.
The following figures are shown:
Total revenue and total pay: Based on invoice and pay runs produced within the selected period.
Profit: Calculated by subtracting pay costs from revenue.
Gauges: Showing profit and cost as a proportion of revenue.
Total hours: Showing the total planned visit hours starting within the selected period.
Revenue breakdown chart
The revenue breakdown chart shows revenue grouped by contract or group, depending on the selector.
Each column represents total revenue.
Red shows costs, and green shows remaining profit.
Hover over a column to see profit, cost, and number of visits in more detail.
Historical tab
The Historical tab shows revenue and profit over time for the selected period. You can also apply group or contract filters to focus on specific areas.
Forecasting tab
The Forecasting tab provides a highâlevel estimate of future revenue and cost based on expected service delivery.
You can enter values for:
Total hours of care.
Average charge rate.
Average pay rate.
Predictions update automatically as values change. Use the arrows to make small adjustments.
Group or contract forecast
You can also generate forecasts using historical data for a specific group or contract.
â ď¸ Important: Forecasting results are approximate and based on average charge and pay rates. Fixed costs or expenses are only included if theyâre reflected in those averages.
Follow these steps:
Set a date range to define the historical period.
Choose a group or contract using the filter.
Click Forecast to populate the service options automatically.
Review the updated revenue, cost, and profit figures.
Adjust the service options to model different outcomes.