Finance KPI Dashboard

The Finance KPI Dashboard presents real-time key performance indicators across all financial modules. It provides at-a-glance metrics for CFOs, finance...

2026-02-17 · 3 min

Manual area

Finance

Coverage

3 sections

Operator notes

1 implementation note

Overview

The Finance KPI Dashboard presents real-time key performance indicators across all financial modules. It provides at-a-glance metrics for CFOs, finance managers, and hospital administrators.

Key Metrics

Tracked KPIs include:

Revenue Growth Rate: month-over-month and year-over-year.
Collection Efficiency: total collected / total billed.
Days Sales Outstanding (DSO): average time to collect receivables.
Operating Expense Ratio: operating expenses / total revenue.
Payroll Cost Ratio: total payroll / total revenue.
Current Ratio: current assets / current liabilities.
Quick Ratio: liquid assets / current liabilities.
EBITDA Margin: earnings before interest, taxes, depreciation, and amortization.

Snapshot History

KPI snapshots are captured periodically for trend analysis:

Daily, weekly, or monthly snapshots (configurable).
Historical trend charts for each KPI.
Compare current period against previous period and same period last year.
Target lines overlaid on trend charts.
Red/amber/green color coding against defined thresholds.

Notes

Tip

Configure KPI thresholds during initial setup. The dashboard highlights deviations immediately, enabling proactive financial management.

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