Three sub-tabs
The page is organized into three tabs: Overview, Procedures, and Surgeons.Overview tab
Hero P&L summary
A prominent summary card showing:- Total Profit with animated number display
- Margin percentage with trend vs. prior period
- Revenue waterfall — visual breakdown from reimbursement through costs to profit
Secondary KPI cards
Four metric cards, each with a sparkline showing recent trends:| Metric | Description |
|---|---|
| Profit per OR Hour | Total profit divided by total OR hours |
| Average Margin | Margin percentage vs. facility target |
| Median Profit per Case | Middle value of per-case profit |
| Total OR Hours | Cumulative operating room hours |
Cumulative profit trend
A composed chart with daily profit bars and a cumulative profit line, making it easy to see both daily variation and overall trajectory.Period comparison
Side-by-side metrics comparing current period vs. prior period for revenue, costs, profit, margin, case count, and profit per case.Top procedures and surgeons
Clickable summary tables showing the highest-profit procedures and surgeons. Click a row to drill through to the detail page.Procedures tab
A sortable table of all procedures with total profit, margin percentage, case count, and median profit per case. Click any row to open the procedure detail page.Surgeons tab
A sortable table of all surgeons with total profit, margin percentage, case count, profit per OR hour, and top procedure. Click any row to open the surgeon detail page.Procedure detail page
Accessed by clicking a procedure from the overview or procedures tab. Includes:Dark hero header
Procedure name with key financial stats (profit, margin, volume).Three sub-tabs
- Profitability — profit trend line, margin distribution, payer mix waterfall chart
- Volume — case volume over time, day-of-week heatmap
- Efficiency — OR time distribution, surgical time trends
Surgeon detail page
Accessed by clicking a surgeon from the overview or surgeons tab. Includes:Dark hero header
Surgeon name with facility comparison badges showing where the surgeon exceeds or trails the facility average.Three sub-tabs
- Profitability — profit waterfall, margin trend, cost composition breakdown
- Volume — case volume trends, procedure mix donut chart
- Efficiency — OR time metrics, turnover analysis
Key metrics
| Metric | Calculation |
|---|---|
| Revenue | Payer reimbursement amount |
| Total Cost | Sum of debits + credits + OR time cost |
| Profit | Revenue minus total cost |
| Margin | Profit / Revenue as a percentage |
| Profit per OR Hour | Total profit / (total OR minutes / 60) |
| Implant Cost % | Implant costs as a percentage of revenue |
Configurable targets
Monthly profit targets can be set in Settings > Financials > Targets. The overview tab tracks actual profit against these targets with visual progress indicators.Understanding the drill-through
Procedure detail page
Procedure detail page
Accessed by clicking any procedure name. Shows a dark hero header with key stats, plus three sub-tabs: Profitability (trend line, margin distribution, payer mix waterfall), Volume (case count over time, day-of-week heatmap), and Efficiency (OR time distribution, surgical time trends).
Surgeon detail page
Surgeon detail page
Accessed by clicking any surgeon name. Shows facility comparison badges and three sub-tabs: Profitability (profit waterfall, margin trend, cost composition), Volume (case volume trends, procedure mix donut), and Efficiency (OR time metrics, turnover analysis).
What's the revenue waterfall?
What's the revenue waterfall?
The waterfall chart visually decomposes the path from gross reimbursement through each cost category (soft goods, hard goods, OR time, implants) to net profit. Each bar segment represents a cost deduction, making it easy to identify the largest cost drivers.
Next steps
Flag analytics
See how financial flags correlate with operational patterns.
Financial settings
Configure cost categories, pricing, and targets.