Case Study - A Dashboard for Medi-Bill

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The final leg of the process is constructing the Business Dashboard or Flash Management Reports. These are the reports that will guide your direction toward achieving the primary Company goal. The Business Dashboard will help you see (and gives you time to react) to issues before they become problems.

CFO Plus works closely with the owners and department heads to develop the detail for the business dashboard, and to interpret results on a monthly and quarterly basis.

Measure	Actual	Last Period	% +/-	Target
Daily
Cash in Bank # of statements processed total and by staff member/hour
Weekly
# of sales calls made # of proposals presented # of new accounts acquired % of work papers complete upon receipt % 72 hour work paper to billing cycle Billing Error rate with breakdown Insurance payment turn around time Payment to client turn around time
Monthly
Gross Margin per account Gross Sales to Labor ratio Gross and Net Profit Margin Adherence to Performance Standards Accounts Receivable Days % of Owner Involvement breakdown New Manager Effectiveness
Quarterly to 6 mos.
Quality - Customer Satisfaction Customer Hassle Factor – Eliminate D clients Employee Morale Employee Retention Employee/Mgmt. Training effectiveness

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