--- title: "KPI dashboards for dme & hme suppliers" description: "KPI dashboards for dme & hme suppliers: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO and runway." url: https://ledgerbpo.com/industries/dme/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for dme & hme suppliers A financial dashboard for DME & HME suppliers should be built from reconciled numbers, not from a billing-system report that changes every time a claim is reworked. LedgerBPO builds a monthly dashboard on top of the closed books in QuickBooks Online or Sage Intacct, pulling operational counts from Brightree or Bonafide: deliveries, active rentals, resupply shipments and orders pending authorization. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for DME and HME suppliers Financial measures such as gross margin per product line, days of cash, patient AR aging and rental revenue forecast sit beside those counts, so an owner can see cause and effect in one place. Dashboards are updated with each close and delivered through Fathom, a spreadsheet or your BI tool. ## What are financial dashboard services? Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for. ## What we handle for DME and HME suppliers - Gross margin by product line and branch from closed books, updated monthly - Active rentals, cap dates and forecast rental revenue for the next six months - Patient and contract AR aging buckets with trend lines - Orders delivered but pending prior authorization, counted and valued - Cash runway, expected remittances and payables due in the next 30 days ## The KPI that matters here Dashboard refreshed within one business day of each close, with every figure traceable to the ledger. ## DME & HME compliance notes ### Medicare DMEPOS supplier rules Medicare DMEPOS suppliers must meet the supplier standards, hold accreditation and keep a surety bond to bill Medicare. Payment then follows fee schedules, competitive-bid amounts and capped-rental rules that decide when revenue is earned. Your books need to reflect those payment rules, not a generic sales model. ### Prior authorization CMS keeps a Required Prior Authorization List for certain DMEPOS items, and claims for those items without an affirmed decision are denied. We flag delivered-but-unauthorized orders as unbilled at each close so cash forecasts stay honest. Authorization work itself stays with your intake or billing team. ### HIPAA Patient names and diagnoses appear on remittances, statements and Brightree exports. Our staff are HIPAA-trained, we sign a BAA, access is logged and files are never downloaded to local devices. ### State sales tax on equipment Many states exempt prescribed durable medical equipment from sales tax while taxing retail accessories and over-the-counter items. We track taxable and exempt sales separately in the ledger so returns can be prepared from the books. Your tax preparer or advisor confirms the rules for each state. ## DME & HME software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Sage Intacct](https://ledgerbpo.com/software/sage-intacct/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - [Gusto](https://ledgerbpo.com/software/gusto/) - Brightree - Bonafide - TIMS Software - [All 50 platforms](https://ledgerbpo.com/software/) ## More for DME and HME suppliers Other services for dme & hme - [Bookkeeping](https://ledgerbpo.com/industries/dme/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/dme/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/dme/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/dme/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/dme/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/dme/month-end-close/) - [All dme & hme services](https://ledgerbpo.com/industries/dme/) KPI dashboards in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/kpi-dashboards/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/kpi-dashboards/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/kpi-dashboards/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/kpi-dashboards/) - [The full kpi dashboards page](https://ledgerbpo.com/services/kpi-dashboards/) ## Frequently asked questions ### Which KPIs should a DME owner watch monthly? Gross margin per product line, because rates differ by line and bid area. Days from delivery to billing, because unbilled deliveries delay the whole rental chain. Rental revenue forecast with cap dates, so month-13 and month-36 drops are expected. Patient AR over 90 days as a share of patient AR. And cash runway against payables due. These five are the core of our standard dashboard. ### Can the dashboard include data from Brightree? Yes. Operational counts such as deliveries, active rentals, resupply shipments and pending authorizations are pulled from Brightree or Bonafide reports and placed beside the financial measures. Financial figures always come from the closed ledger so they do not shift when claims are reworked. Where a count and a financial figure disagree, the dashboard flags it rather than hiding it. ### What tools do you use for dashboards? Fathom for QuickBooks Online and Xero clients, native reporting and dashboards in Sage Intacct, or a maintained spreadsheet when that is what you prefer. If you already use a BI tool we supply the reconciled data on a schedule. Our KPI dashboards service page shows the standard layouts and how they are adapted for equipment suppliers. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/dme/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt