🚨 Important Note: The Provider Production Dashboard includes data from closed invoices that contain line items and calculates the revenue based on the invoice’s closed date. It excludes any voided line items or reopened invoices, ensuring that all figures represent finalized and accurate financial data.
Question the Dashboard Can Answer:
How much revenue has each provider generated over a specific period?
Understand total revenue by provider within a chosen date range to evaluate individual productivity, identify high performers, and accurately pay their commissions.
Staff with the permission analytics_dashboard_provider_production assigned to a role will have access to this dashboard in Analytics.
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Dashboard Structure
Tab 1: Gross Invoicing Summary
The Gross Invoicing Summary provides a high-level view of each provider’s financial performance, designed primarily to support commission calculations and productivity tracking. It displays key metrics such as:
Total Gross Invoicing: pre-tax, post-discount revenue
Visit Count: number of closed invoices
Average Invoice Amount
% of Total Practice Invoicing: highlights each provider’s contribution to overall revenue
Total Eligible Amount: gross production included in commissions
Total Exempt Amount: revenue excluded from commissions
Total Dispensing Fees: total revenue of dispensing fees
Total Unit Pricing: total revenue by unit pricing
Total Unit Pricing + Total Dispensing Fees = Total Gross Invoicing
✨ Use this tab as the primary reference point for understanding how much revenue each provider has generated, what portion of that revenue qualifies for commission, and how their performance contributes to the overall financial health of your practice.
Tab 2: Gross Invoicing by Invoice Tag
The Gross Invoicing by Invoice Tag tab is designed to provide a clear and detailed view of how revenue is distributed across different categories (Invoice Tags), offering deeper insight into the financial composition of your practice. By breaking down gross revenue by both provider and invoice tag, this tab reveals which areas generate the most revenue and which providers are driving that revenue.
✨ Use this tab to identify categories (invoice tags) that are overperforming or underperforming, allowing you to make informed decisions about comparing provider performance across invoice tags.
Tab 3: Gross Invoicing Details (Line Item Level)
The Gross Invoicing Details tab provides a comprehensive, line-by-line view of your invoice data, offering the most granular level of financial insight within the Provider Production Dashboard. Each entry includes:
Line Item Label
Quantity
Provider ID
Provider/Doctor
Net Total ($)
Initial AR ($)
Taxes Payable ($)
Discount Amount ($)
Invoiced At
Invoice Type
Invoice Tags
Invoice Closed At
Patient ID
Patient Name
Account ID
Account Name
Tax Exempt
Account Types
Product ID
Product Name
Controlled Substance?
Fixed Price ($)
Unit Price ($)
Dispensing Fee ($)
Excluded from Discounts
Excluded from Commissions
Unit Cost ($)
Is Non-billable
The tab includes powerful features for filtering, sorting, and exporting data. You can filter or sort by any column to quickly locate specific products or dates, and easily export results to CSV or Excel for offline analysis.
