Sapphire Business Tech created a Power BI management dashboard that gave a healthcare clinic complete control over its operations, financial indicators, and team performance. Built from existing Excel data, the dashboard transformed raw data into actionable insights—improving efficiency and decision-making across the organization.
Project Highlights
- Solution Type: Power BI Dashboard
- Client Industry: Healthcare & Clinic Management
- Departments Impacted: Administration, Finance, Operations
- Development Time: 2 business days
- Estimated Time Saved: 12+ hours per month
- Key Skills: Power BI, Data Modeling, DAX, Dashboard Design
Development Story
The clinic’s team managed KPIs manually through spreadsheets, making it difficult to track trends or visualize results. Sapphire Business Tech migrated these records to a structured Power BI dashboard designed to reflect daily clinic performance.
The Power BI model consolidated multiple Excel tabs—financial data, dentist performance, billing, and patient delinquency—into one visual report. Custom KPIs and DAX calculations allowed the client to analyze overall revenue, outstanding payments, and individual dentist results in real time.
By applying the client’s color palette and logo, the final dashboard became an intuitive business intelligence environment that connected data accuracy with aesthetic clarity.
Dashboards & Features
Dashboard Highlights: – Overview Page: KPIs for total revenue, total expenses, and net result.
– Dentist Performance: Individual metrics per professional, including appointments, billing, and contribution margin.
– Financial Health: Charts comparing paid vs. pending invoices.
– Inadimplency View: Visual tracking of overdue amounts and recovery rates.
– Filters: Dynamic selection by month, dentist, and KPI category.
Technical Elements: – Optimized Power Query for clean data ingestion.
– DAX measures for aggregated KPIs (e.g., Receita Total, Taxa de Inadimplência, Margem Líquida).
– Consistent use of the clinic’s brand identity.
Key Points
- Unified multiple data sources into one Power BI dashboard.
- Enabled visual tracking of key clinical and financial KPIs.
- Automated updates reduced manual reporting time drastically.
- Enhanced management visibility and planning capacity.
Industry & Impact
In the healthcare sector, where data is fragmented across systems, this Power BI implementation centralized every key indicator in a single platform. Decision time was reduced by over 60%, and administrative control became data-driven and transparent.
Technical Deep Dive
Tools & Technologies: Power BI, Power Query, DAX, Excel 365
Data Model: – Sources: Excel sheets (KPI_Resumo, Dentistas, Inadimplentes).
– Relationships: Dentist ID, Month, and Service Type.
– DAX examples:
– Total Faturamento = SUM(Financeiro[Valor])
– Taxa Inadimplência = DIVIDE([Total Pendente],[Total Faturamento])
Visualization Structure: – Multi-page report (Overview, Dentists, Finance).
– Conditional color coding for alerts.
– Custom slicers for filtering by professional and month.
