Management
Management
Purpose
Management provides three years of
comparative data for Cash Receipts, Billed Net (P),
Realization %, and Effective Rate, displayed by different client-based fields.
Management provides three years of comparative data for Cash Receipts, Billed Net (P), Realization %, and Effective Rate, displayed by different client-based fields.
Navigation
To navigate to Management, select Management (1) from the list of pages on the left side of your screen. Once you are in the Management page you can use the buttons along the bottom (2) to switch between management-focused dashboards. Management is the first of these buttons.
Cards
There are four comparative cards (3) at the top of the dashboard. They show current
year values and the percent change from the prior year and two prior
years in Cash Receipts, Billed Net (P), Realization %, and Effective Rate.
Visuals
Visuals
The visual is controlled by the Display
By buttons across the top
(4), which can be used to dictate what the metrics are displayed by.
Whatever field is selected to display by will populate the first column. Clients will be nested under that field in the hierarchy. Across the visual we have current year, prior year, and two prior years of Cash Receipts, Billed Net (P), Realization %, and Effective Rate.
Updated December 2023
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Management
<br> Updated December 2023Cash Receipts
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