Analytics & Reporting› Finance Dashboard
JD

Finance Dashboard

Revenue, cost, and margin performance

Total Revenue
$12.4M
↑ +11.4% YoY
Total Cost
$10.5M
↑ +8.2% YoY
Net Margin
$1.9M
↑ 15.3%
MLR
84.2%
↓ -0.8pts
Admin Cost %
11.2%
↓ -0.3pts
Revenue vs Cost — 12 Months
Apr Jun Sep Mar Revenue Cost
Revenue by Source
$12.4M Total
Premium 45%
Capitation 30%
FFS 15%
Shared Savings 10%
Cost Breakdown
$10.5M Total Cost
Medical 53%
Pharmacy 20%
Admin 15%
Care Mgmt 12%
AI Assistant

The Finance Dashboard provides a comprehensive view of revenue, cost, and profitability. Use the date selector to compare periods.

📖 View User Manual 🔧 Admin Manual

Medical Loss Ratio = Medical Costs / Premium Revenue. Lower is better for financial performance. Regulatory minimum is typically 85% for large group plans.

  • Premium — Member premium payments
  • Capitation — Per-member monthly payments from payers
  • FFS — Fee-for-service billings
  • Shared Savings — VBC performance bonuses
  • Medical — Clinical services, hospitalizations
  • Pharmacy — Prescription drug costs
  • Admin — Operations, compliance, IT
  • Care Mgmt — CCM, case management programs