--- title: "KPI dashboards for home care & home health agencies" description: "KPI dashboards for home care & home health agencies: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO and." url: https://ledgerbpo.com/industries/home-care/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for home care & home health agencies A financial dashboard for home care & home health agencies belongs on the owner's phone, not in a spreadsheet nobody opens. We build one from your reconciled books and your scheduling exports, in Fathom, Google Looker Studio or the reporting layer of your accounting software, and refresh it monthly with weekly cash and unbilled-visit updates. - 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 home care and home health agencies The tiles are the ones agency owners ask about: unbilled verified visits, days sales outstanding by payer, gross margin per billable hour, payroll as a percent of revenue, caregiver hours by branch, and cash runway in weeks of payroll. Each tile links to the report behind it so the number is never a mystery. ## 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 home care and home health agencies - Track unbilled verified visits and their dollar value refreshed weekly - Show days sales outstanding by payer with a trend against your own average - Display gross margin per billable hour by payer and by branch - Present cash runway expressed in weeks of caregiver payroll - Link every tile to the reconciled report behind it in your accounting software ## The KPI that matters here Dashboard refreshed within two business days of each close, with unbilled visits and cash updated weekly. ## Home care compliance notes ### EVV The 21st Century Cures Act requires electronic visit verification for Medicaid personal-care and home-health visits, captured through state aggregators such as HHAeXchange or Sandata. We bill only from verified visits and keep an exception log for visits that need a manual correction before they can be claimed. ### HIPAA Client names, diagnoses and authorizations are protected health information. We sign a BAA, our staff are HIPAA-trained, access is limited to the roles that need it, and PHI never appears in ledger memos or emailed spreadsheets. ### State Medicaid and MCO rules Each state waiver and each managed-care organization sets its own authorization limits, unit rounding, timely-filing window and recoupment process. We track authorizations against billed units and record recoupments as reductions to the original claim, not as unexplained bank debits. ### FLSA Home Care Rule Most agency caregivers are entitled to minimum wage and overtime, and travel time between clients counts. Your payroll provider computes the pay; we make sure the ledger and the labor-cost reports reflect it correctly and that live-in and sleep-time arrangements are coded as your counsel directs. ## Home care software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - [ADP](https://ledgerbpo.com/software/adp/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - AxisCare - WellSky - Alora - HHAeXchange - [All 50 platforms](https://ledgerbpo.com/software/) ## More for home care and home health agencies Other services for home care - [Bookkeeping](https://ledgerbpo.com/industries/home-care/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/home-care/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/home-care/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/home-care/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/home-care/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/home-care/month-end-close/) - [All home care services](https://ledgerbpo.com/industries/home-care/) 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 ### What KPIs should a home care agency track? Unbilled verified visits, days sales outstanding by payer, gross margin per billable hour, payroll as a percent of revenue, caregiver turnover cost, and cash runway in weeks of payroll. Home health agencies add periods started versus billed. These few numbers explain most cash and margin problems, and they can all be derived from your books and scheduling exports without extra software. ### How often is the dashboard updated? Financial tiles refresh after each month-end close, usually by the fifth business day. Cash, unbilled visits and payroll coverage refresh weekly because those move faster than the month. If your platform offers a live export, some tiles can update daily, but we build the dashboard around numbers that tie to reconciled books so it stays trustworthy. ### Can the dashboard show each branch separately? Yes. If your books use classes or tracking categories by branch, every tile can be filtered to a location and compared with the others. Branch managers can receive a view limited to their own numbers. Shared costs are allocated using the rule you approve so branch margins are fair and comparable month to month. 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/home-care/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt