Operations & Management

Hospital business dashboard and Purchase Action Board for management

Give hospital leadership real-time KPIs on operations, revenue and departments in one business dashboard — and track every procurement request, approval and pending purchase on a single Purchase Action Board.

tools — KPI dashboard & purchase board
2
data from hospital systems
Real-time
views for management
Role-wise

Management dashboard — sample

OPD visits today412
Bed occupancy78%
Discharges pending17
Admissions today36
Purchase requests awaiting approval9
Overdue purchase orders3
Illustrative sample data

Why hospital leaders wait for reports that are already out of date

Hospital management needs to know how the hospital is performing today — footfall, admissions, bed occupancy, discharges, revenue and collections. In practice, these numbers arrive as Excel reports compiled by different departments, often a day or a week late, and each in a different format. Procurement is no clearer: purchase requests move by email, file and phone, and nobody can say which ones are stuck or why.

COPPERJAM Business Dashboard brings live operational and financial KPIs into one centralised view for owners, directors and department heads. Alongside it, the Purchase Action Board turns hospital procurement into a visible workflow — every request, approval and pending purchase is tracked with its owner and status, so delays surface before they affect patient care.

Real-time visibility for hospital management

Real-time KPI dashboard

Live operational metrics — OPD, IPD, admissions, discharges and bed occupancy — in one centralised management view.

Financial summaries

Revenue, collections and department-wise business at a glance, with drill-down for management review.

Department-wise analytics

Compare departments and specialities on the metrics that matter to your hospital, from volumes to revenue.

Trends over time

Daily, monthly and period-on-period views show whether key numbers are moving in the right direction.

Purchase request tracking

Departments raise purchase requests on the Purchase Action Board, and each request is tracked from creation to delivery.

Approval workflow

Requests move through defined approval levels, with the current approver and status visible to everyone involved.

Pending purchases & delays

See which purchases are awaiting approval, ordering or delivery, and how long each has been pending.

Role-based access

Owners, directors, department heads and purchase teams each see the dashboards and requests relevant to their role.

Connected to hospital systems

Data is drawn from your HIS and COPPERJAM modules, reducing manual report compilation.

How management gets live visibility

  1. 1

    Connect data

    The dashboard is connected to your HIS and other hospital systems to pull operational and financial data.

  2. 2

    Define KPIs

    We configure the KPIs, departments and views your management team wants to track.

  3. 3

    Raise & approve purchases

    Departments raise purchase requests on the board, and approvers act on them within the workflow.

  4. 4

    Review & act

    Leadership reviews live KPIs and pending purchases, and follows up where numbers or requests are off track.

What changes for your team

  • Decisions on today’s data

    Management sees current performance instead of waiting for compiled Excel reports.

  • One version of the numbers

    Every leader looks at the same KPIs from the same source, reducing disputes over data.

  • Procurement without black holes

    Every purchase request has an owner and a status, so stuck approvals and delayed orders are visible.

  • Less manual reporting

    Departments spend less time compiling reports and more time acting on them.

Works with

  • Your HIS
  • Hospital CRM
  • Discharge Tracker
  • Debtor Management
  • Excel import & export

Frequently asked questions

What is a hospital business dashboard?

A hospital business dashboard is a centralised view of key performance indicators — such as OPD and IPD volumes, admissions, discharges, bed occupancy, revenue and collections — updated from hospital systems so management can monitor performance in real time.

What is the Purchase Action Board?

The Purchase Action Board is a workflow for hospital procurement. Departments raise purchase requests, approvers act on them, and every request’s status — awaiting approval, ordered, pending delivery — is visible on one board.

Which KPIs can the dashboard show?

KPIs are configured with your management team during implementation. Typical choices include footfall, admissions, discharges, bed occupancy, department-wise revenue and collections, depending on the data available in your systems.

Where does the dashboard data come from?

Data is drawn from your HIS and from COPPERJAM modules such as the CRM, Discharge Tracker and Debtor Management. The exact data sources are scoped during implementation.

Can different managers see different dashboards?

Yes. Access is role-based, so owners, directors, department heads and purchase teams see the dashboards and purchase requests that apply to them.

Does the Purchase Action Board replace our inventory or ERP system?

No. The board manages the request and approval workflow and gives visibility of pending purchases. It can work alongside your existing inventory, store or ERP system.

See it working with your own data

Book a 30-minute demo. We will map the product to your workflow and show you what goes live in the first month.

Request a demo