Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, Please get in touch to talk to a member of our team!
In today's economic climate, care agencies are under constant pressure to do more with less. To stay focused and on track, teams need to work smarter, not harder.
That's why Birdie has partnered with care agencies of all sizes to create Pulse Dashboards, which will quickly show you a comprehensive view of the key metrics that drive performance and operational efficiency in your agency.
The Finance Pulse Dashboard is designed to give Finance Managers, Directors and Owners the high-impact metrics that drive action for long-term sustainability and success.
Let's see how the Finance Pulse Dashboard can transform your financial operations. Use the Access the report button above to pull the report up!
Client & Carer Metrics
Track business performance by monitoring Client and Carer numbers. This data supports financial planning and can highlight trends in Client needs or workforce availability, enabling you to make informed decisions and improve overall service quality.
The dashboard gives you instant visibility of:
New Clients
Lost Clients
Clients with multi-carer visits
Total Clients
Carer numbers
Net monthly gains/losses for both Clients and Carers
By tracking these metrics over time, you can identify seasonal patterns and ensure you have sufficient workforce capacity to meet Client demand.
Client Group Analysis
View invoiced amounts per Client group to see who tops the revenue charts and gain more granular financial insights. This segmentation helps improve profitability and supports strategic decision-making.
By segmenting invoiced amounts by Client groups (such as private Clients, local authority-funded Clients, or Clients with complex care needs), you can:
Assess which services or Client types generate the most revenue
Identify any discrepancies between costs and income
Evaluate the financial viability of different services
Set appropriate pricing structures
Support negotiations with local authorities
Invoice and Pay Breakdown
Invoice and Pay amounts have been broken down into care delivery time, travel and mileage to gain a detailed understanding of service costs, profitability, and operational efficiency.
Breaking down these amounts helps assess how much revenue is generated directly from care delivery versus additional expenses like travel time and mileage, which can significantly impact overall profit margins. This analysis allows you to:
Identify if travel costs are disproportionately high in certain areas
Optimise scheduling to reduce unnecessary travel
Ensure Carers are fairly compensated
Support accurate Client billing
Maintain compliance with wage regulations such as the National Living Wage
Make data-driven decisions to improve cost-efficiency without compromising care quality
The dashboard displays:
Invoiced hours
Total amount invoiced
Total care hours paid
Total care hours amount paid
Travel time metrics and costs
Mileage metrics and costs
Cancellation Monitoring
Understanding visit cancellations is crucial for both service quality and business efficiency. Monitor cancellation trends and patterns to identify frequent cancellation reasons that could be mitigated due to operational inefficiency or require follow-up.
The dashboard allows you to track:
Cancellation reasons and frequencies
Hours cancelled (including temporary inactivity)
Visits cancelled (including temporary inactivity)
Cancellations due to hospital, respite, etc.
This insight helps you plan ahead for seasonal changes (such as reduced hours during holiday periods) and identify potential concerns that need addressing, such as:
Care being refused by Clients
Whether Care Managers have arranged appropriate follow-ups
Patterns that suggest systemic issues requiring intervention
By understanding the root causes of cancellations, you can implement targeted strategies to reduce their financial impact while maintaining service quality.
SMS Usage Monitoring
The SMS Usage section gives you visibility into your notification consumption, helping you manage communication costs and maintain budget control.
Please note: If you go over the fair usage policy, then you may be charged on your next invoice.
The dashboard clearly displays:
Total SMS notifications sent in the last complete month
Detailed breakdown by user (who is sending the most messages)
SMS usage patterns over time
This powerful tracking tool allows finance managers to:
Monitor SMS-related expenses across the organisation
Identify unusually high usage that may impact billing
Allocate communication costs to appropriate departments
Make informed decisions about usage policies
Forecast future communication expenses based on trends
By keeping track of SMS consumption, you can prevent unexpected charges and ensure communication expenses remain within budget. The user-level breakdown also helps identify training opportunities for staff who may be overusing SMS notifications when other communication methods might be more cost-effective.
How to download the full rows
When viewing or downloading a report on Looker, it defaults to showing 500 rows, even if more rows of data are available.
You can change this by going to the data drop-down and adding in a custom number e.g. 10000, then clicking run. This will update and show over 500 rows of data.
When you download the report from Looker, you can select All Results or a custom number of rows e.g. 10000, so that it downloads all the data for you.