Dashboard Snapshot
A quick look at where things stand right now.
EOS Quarterly Metrics
—Needs Attention
—HR
Payroll, PTO, and benefits data in one place.
Upcoming Work Anniversaries
—Flags anyone with a work anniversary in the next 30 days, and which anniversary (# of years) it is — many trigger a payroll update with Mahan & Associates, so catching these early matters. Same count also feeds the "Employee work anniversaries" measurable on Jen's Ninety Scorecard.
Payroll Variance
—Compares modeled payroll cost against the real cash that moved for each pay cycle (Mahan's debit + its payroll-tax deposit). The band tightens automatically as more real pay cycles come in — it isn't a fixed threshold.
Payroll
—Modeled per-employee salary and share of total roster payroll — no connection to Mahan & Associates required. Aaron's own compensation (an owner's draw, not a payroll run) is excluded; see Financial Reports > Adjusted EBITDA for that instead.
| Name | Role | Modeled Annual Salary | Share of Payroll |
|---|
PTO & Hours
PlannedPTO balances and hourly-employee hours, from ConnectTeam.
Coming soon.
Medical Benefits
PlannedMedical benefits data, from Blue Cross Blue Shield.
Coming soon.
Retirement & Disability
Planned401k and disability insurance data, from MGIS.
Coming soon.
Memberships
Track membership, panel weight, and projected revenue across physicians
Patients & Revenue
Detailed Results
—| Account Name | Adult | Child | Employee | Weighted Total |
|---|
Membership Growth Trends
—Practice-wide and per-physician net membership change (enrollments minus terminations), updated automatically with every Hint pull — no need to compare uploads by hand. Weighted Total uses the same weighting as Detailed Results above (Adult ×1.0, Child ×0.5, Employee ×1.0), so the two should always match.
| Physician | Weighted Total | This Month | Last 90 Daysrolling | Annualtrailing 12mo |
|---|
12-Month Retention
—Retention % = (Active at Start + Enrollments − Terminations) ÷ (Active at Start + Enrollments), over a strict trailing-12-month window, sourced from Hint's Member Analytics report. Benchmarks: 90%+ optimal, 85–89% target band (practice's historic average), 80–84% cautionary, under 80% problematic. Physicians under 12 months of tenure show no percentage yet (too little history to be meaningful); 12–24 months shows the percentage flagged as early/lower-confidence data.
Enter Retention Data
From Hint → Member Analytics → Trailing 12 monthsHint doesn't export this report as a file, so pull it up in Hint's Member Analytics screen (optionally filtered to one provider), then copy the numbers in here. Each save adds a new dated entry — past entries are kept so a trend builds over time.
Enter Monthly Net New Members
From Hint → Member Analytics → one calendar month at a timePowers the two Net New Members boxes on Dashboard Snapshot. Practice-wide is backfilled through Aug 2025–present; per-physician tracking starts fresh from whatever you enter going forward — save one entry per calendar month, per physician, as it closes out.
Unassigned Provider
0 rows| Line # | Id | Provider | Member Type | Rate |
|---|
Revenue per Physician
—Projected annual revenue by physician, from current Hint membership rates (Base Revenue + a flat ancillary adjustment). Moved here from the Membership tab 2026-08-10. Note: while legacy/below-full-rate members are being rightsized to full rate as of 2026-01-01, this figure understates what the panel will bill once that's complete — see the Membership vs. Ancillary Revenue card below for a real, up-to-date alternative sourced directly from Hint invoices.
| Physician | Weighted Total | Avg/Member | Revenue |
|---|
Billing Cadence
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Membership Revenue vs. Ancillary Revenue (YTD)
No data yetReal revenue billed through Hint this year, split into membership fees vs. everything else (labs, hormones, injectables, etc.). Replaces guessing the ancillary share with a flat percentage.
Total Billed vs. Total Deposits (YTD)
No data yetEverything actually billed through Hint this year (membership + ancillary combined) vs. what's actually hit the bank. The gap is unpaid/outstanding invoices, timing lag, or revenue collected outside Hint entirely.
Financial Reports
Detailed financial analysis of Revenue, Expenses, and Adjusted EBITDA — 2022 through today
Financial Breakdown
Revenue, expenses, and Adjusted EBITDA over time
Top Cost Drivers
Clinic Growth Efficiency
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Where this data comes from: Months through July 2026 use figures transcribed from the prior tool's own Year-over-Year report. August 2026 onward uses real transactions from First Horizon and Capital One via Plaid. Transfers between your own accounts are counted at face value, same as any other transaction. "Total" rows and the % shown next to each year compare that year to the one before it — green is an improvement, red isn't (for Expenses, a decrease is the improvement). Adjusted EBITDA backs your owner's draw out of Expenses and replaces it with the practice's standardized $520,000/year physician comp rate, so your panel is costed the same way as every other physician's — modeled at $45,000/month before your 7/15/26 raise and detected directly from your $30,000 draw transactions from August 2026 onward.
Recurring Vendors
—Detected from transaction history, not Plaid's Recurring Transactions product (not enabled) — a best-effort pattern match, not a guarantee. Click the pencil next to any vendor to rename it if Plaid's billing name is hard to recognize.
Fixed
Same amount, every month.
Variable
Billed roughly monthly, amount varies.
Account Balances
Upcoming Expenses
—Predicted from recurring charges seen in your transaction history (same merchant + amount on a regular cadence) — not a guarantee, just a heads-up on what's likely to clear soon.
Recent Transactions
—| Date | Description | Institution | Category | Amount |
|---|
Lifetime Value & Retention
PlannedMember tenure tracking (time from join to drop-off), LTV by cohort, and retention curves at 6/12/18/24 months -- discussed 2026-08-07, not yet built.
Coming soon.
Other CFO Metrics
PlannedA home for future CFO-level metrics as they're defined -- billing-cadence tracking, growth-efficiency, and anything else that doesn't fit neatly into Financial Reports or Account Balances & Transactions.
Coming soon.
Marketing
Ad spend, site traffic, and social reach in one place.
Brand & Content Docs
Ad Campaigns
PlannedGoogle Ads spend and performance (already visible as a cost on the CFO tab's Recurring Vendors card, via Plaid — this would add the campaign-performance side).
Coming soon.
Site Traffic
PlannedGoogle Analytics — visits, sources, conversions.
Coming soon.
Social Following
PlannedFollower counts and engagement across social channels.
Coming soon.
Admin
Manage who can log in and what they can see. Visible only to full-access accounts.
Code Backup
Commits and pushes any code changes to the private GitHub backup repo.
Users
| Username | Name | Access |
|---|
Add a User
Upload Weekly Hint CSV
Export "Patients" from Hint Health, then upload it hereExpected columns: Id, Provider, Effective Annual Rate, Member Type.
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