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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.
By Sectors
By Roles
Account Payables

An accounts payable KPI (Key Performance Indicator) dashboard can be an essential tool for businesses to manage their financial health. This account payables dashboard template provides real-time data on a company’s accounts payable, which includes all outstanding bills that the [...]

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Pharma Sales

Monitor your pharma sales performance by customer with quantities ordered, shipped, and delivered as well as a comparison between your revenue and target. 

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Pharma Sales Analysis

Get an overview of your pharma sales performance in this dashboard! Keep track of your quantity ordered, delivered, sold, and generated revenue. Filter by products, customers, and locations understand where you need to focus on. 

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Pharma Sales Force Analysis

Monitor your sales force effectiveness on a month-by-month basis with the number of rep visits, calls, and generated sales, all combined in a single dashboard. And the best thing is you can filter by year, month, rep, and location. 

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Pharma Sales Tracking by Representative

Track key operational metrics—including no-show rates, appointment wait times, provider utilization, and scheduling lead times—by integrating scheduling systems, EHR data, and front-office workflows. This connected approach enables healthcare teams to streamline appointment management, minimize delays, and enhance both provider productivity [...]

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Private Clinic Performance

Monitor the performance of your private clinic or practice to optimize resource allocation and patient care quality. Track key performance indicators such as the number of patients your receive per week, their satisfaction, and your revenue. 

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Provider Analytics

Track key operational metrics including no-show rates, appointment wait times, provider utilization, and scheduling lead times by integrating scheduling systems, EHR data, and front-office workflows. With this integrated approach, you streamline appointment management, minimize delays, and enhance both provider productivity [...]

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Revenue Cycle Management

Monitor the full lifecycle of your claims by consolidating data from billing platforms, EHR systems, and clearinghouses. Gain real-time insights into claim statuses, denial patterns, reimbursement cycles, and patient payment trends. With this level of integration, you minimize revenue loss, [...]

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