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Finance Dashboard

Financial performance metrics and operational insights

Cash Flow Overview
Inflows, outflows, and forecasted cash positions
Inflows
$127,500
Outflows
$98,200
Net Flow
$29,300

Forecasts

Next Month
$31,500
Q3 Total
$95,000
Revenue Streams
Breakdown of income sources
Revenue Source
Amount
Change
Patient Payments
$42,500
2.5%
Insurance Claims
$68,700
0.7%
Laboratory Services
$8,200
1.2%
Medical Supplies
$5,100
3.8%
Other
$3,000
0.2%
Total
$127,500
Expense Summary
Operational costs and capital expenditures
Breakdown
59.3%
16%
13%
7.6%
4.1%
Total Expenses
$98,200
Investment Tracking
Capital equipment and facility investments
Total Invested
$2,115,000
Current Value
$1,970,000
InvestmentCostValueROIStatus
MRI Machine
equipment
$750,000$625,00018.5%
active
Electronic Health Records System
technology
$120,000$95,00022.3%
active
West Wing Expansion
facility
$1,200,000$1,250,00015.8%
active
Staff Training Program
training
$45,000$025.4%
active
New Ambulance
equipment
$180,000$00%
planned
Outstanding Invoices

7 invoices requiring attention

PatientInvoiceDue DateAmountStatusActions
Sarah JohnsonINV-001Apr 15, 2023$450
overdue
Michael ChenINV-002Apr 20, 2023$850
pending
Emily RodriguezINV-003Apr 25, 2023$320
pending
Jessica TaylorINV-005Apr 30, 2023$550
pending
Robert MartinezINV-006Apr 12, 2023$780
overdue
Amanda WilsonINV-007Apr 28, 2023$420
pending
Thomas BrownINV-008Apr 10, 2023$950
overdue
Budget Management
Track spending against allocated budgets
Total Allocated
$2,105,000
Total Spent
$855,500
Remaining
$1,249,500
Budget Utilization40.6%
CategoryAllocatedSpentRemaining% Used
Operations$680,000$275,000$405,000
40.4%
Equipment$250,000$87,500$162,500
35.0%
Personnel$920,000$383,000$537,000
41.6%
Marketing$75,000$42,000$33,000
56.0%
Facility$180,000$68,000$112,000
37.8%
AI Financial Forecasts
Predictive insights for financial planning
medium impact
Revenue TrendQ3 2023

Projected 5% revenue drop next quarter due to seasonal factors

85% confidence
Actionable
high impact
Cash FlowCurrent

Current cash reserves sufficient for 3.5 months based on burn rate

92% confidence
medium impact
Expense AlertCurrent Month

Medical supplies expenses trending 8% above budget

78% confidence
Actionable
high impact
ReimbursementNext Month

Insurance claim rejection rate likely to increase by 3%

74% confidence
Actionable