Insurance Revenue & Account Performance

Business Problem

Insurance revenue was visible at a headline level, but leadership needed to separate growth from volume, patient value, budget performance, and account concentration.

What I Built

Built revenue, volume, CPV, budget, historical, quarterly, monthly, and account-level analysis into one insurance business review environment.

Scale

92M+ insurance revenue, 17K+ volume, and 5K+ CPV in the displayed analysis.

Outcome

Leadership can see whether growth comes from more activity or higher patient value, which accounts drive the portfolio, and where commercial attention is needed.

Technology

Project Screenshots

Figures, names, and other identifying details shown in these dashboard screenshots have been randomized for privacy.