Business Dashboard
Profitability overview and actionable recommendations
LOSS
Gross margin is -242.5% — significantly below target. Immediate review needed.
Revenue Jun 2026
$2,920
$2,475 vs last month
Operating Cost
$10,000
fixed monthly cost
Gross Profit
($7,080)
Revenue − Cost
Gross Margin
-242.5%
Target: 40%
No-Touch Rate
0.0%
0
0
5
Current week
Break-Even Progress
584 / 2,000 documents
·
1,416 more needed
0
Break-even: 2,000 docs (avg $5.00/doc)
Recommendations
High EHR submission failures
100.0% of EHR submissions are failing. These documents are processed but not delivered — impacting billable outcomes.
Action: Investigate EHR submission errors immediately
Low automation rate is costing revenue
Only 0.0% of documents are no-touch. 584 docs required manual intervention this month, each billed at the lower touched rate ($1.50/doc no-touch vs $5.00/doc touched).
Estimated impact: Raising no-touch rate to 80% could shift ~468 docs — estimated +$1,638/month
Action: Improve OCR confidence and classification accuracy
Volume below break-even
Current month: 584 documents. Break-even at current rates requires 2,000 documents to cover $10,000 monthly operating cost.
Estimated impact: Need 1,416 more documents (~$7,080 additional revenue) to reach break-even
Action: Grow document intake or reduce operating costs
Gross margin is declining
Margin has dropped 813.9 percentage points over the last 4 months. Review cost increases or revenue dips.
Action: Review operating cost changes and pricing structure
Low OCR confidence driving manual review rate
Average OCR confidence is 0.8%. Low confidence forces manual review, directly increasing your touched document count.
Action: Review OCR model performance and re-training pipeline
Slow processing may impact client retention
P95 document processing time is 1084 minutes. Slow turnaround risks client satisfaction and future volume growth.
Action: Investigate processing pipeline bottlenecks
Revenue vs Cost vs Profit (6 months)
No-Touch Rate & Gross Margin (6 months)
Weekly Document Processing Trend
No-touch · Touch · Business Exceptions — last 12 weeks
Daily Document Processing — Last 7 Days
No-touch · Touch · Business Exceptions · includes today
Weekly Non-Enrollment Processing Trend
status = 83 · No-touch · Touch · Business Exceptions — last 12 weeks
Daily Non-Enrollment Processing — Last 7 Days
status = 83 · No-touch · Touch · Business Exceptions · includes today
Cost per Document
$17.12
Operating cost ÷ total documents processed this month
Daily Volume (Last 14 Days)
Facility Onboarding Health
New facilities · last 7 days
| Facility | Client ID | First Seen | Total Docs | Successful | Success Rate |
|---|---|---|---|---|---|
| BLACK HILLS POST-ACUTE CARE | |
Jun 19, 2026 | 1 | 0 | 0.0% |
| Ignite Medical Resort St. Marys LLC | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Garnet Hill Rehab & Skilled Care | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Park View Rehab Center | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| The Broadmoor at Creekside Park - The Woodlands, TX - SNF | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Nazareth Living Care Center | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Sundance Inn Healthcare Center | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| BRENTWood | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Texas Health Presbyterian Hospital of Dallas | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Katherine's Place at Wedington | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Sundance Inn Healthcare Center - SNF | |
Jun 18, 2026 | 2 | 2 | 100.0% |
| Harbor Valley Health and Rehabilitation | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Rolling Hills Healthcare Center | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| HERITAGE PARK OF KATY NURSING AND REHABILITATION | |
Jun 18, 2026 | 2 | 2 | 100.0% |
| Springfield Skilled Care Center - SNF | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Wesley Health Care Center Inc | |
Jun 18, 2026 | 3 | 3 | 100.0% |
| Meadows on Sycamore Assisted Living Center | |
Jun 18, 2026 | 1 | 1 | 100.0% |
| Tiffany Heights | |
Jun 17, 2026 | 1 | 1 | 100.0% |
| River View on the Appomattox Health & Rehab Center | |
Jun 17, 2026 | 2 | 2 | 100.0% |
| Riverview Healthcare Center | |
Jun 16, 2026 | 2 | 2 | 100.0% |
| The Manor, Inc | |
Jun 16, 2026 | 1 | 1 | 100.0% |
| Solera at West Houston | |
Jun 16, 2026 | 1 | 1 | 100.0% |
| Westminster Village North | |
Jun 16, 2026 | 1 | 1 | 100.0% |
| Highland Pointe | |
Jun 16, 2026 | 2 | 1 | 50.0% |
| San Rafael Nursing and Rehabilitation | |
Jun 15, 2026 | 1 | 1 | 100.0% |
| The Villages of Dallas | |
Jun 15, 2026 | 1 | 1 | 100.0% |
| Brownwood Nursing and Rehabilitation | |
Jun 15, 2026 | 2 | 2 | 100.0% |
| Riverview Healthcare | |
Jun 15, 2026 | 1 | 1 | 100.0% |
| Denton Rehabilitation | |
Jun 15, 2026 | 1 | 1 | 100.0% |
| Outlook Scrapper | 000 |
Jun 12, 2026 | 146 | 90 | 61.6% |
| Cathedral Health Care Center | |
Jun 12, 2026 | 5 | 5 | 100.0% |