Managed Dashboard Reporting Retainer
Dashboards that stay accurate, plus a monthly read of what changed and why.
Ongoing care for your financial, operational and quality dashboards: data refresh checks, fixes, small enhancements and a monthly variance commentary for leadership.
What’s included
- Monthly data refresh and reconciliation checks against source reports
- Fixes for broken tiles, filters and data feeds
- Up to 6 hours a month of enhancements (new measures, views or filters)
- Monthly variance commentary: what moved, likely drivers, questions to ask
- Monthly 45-minute review with your leadership team
- KPI dictionary kept up to date
How it works
- Apply and share your current dashboards
- Baseline review and onboarding
- Monthly refresh, fix and commentary cycle
- Quarterly review of measures and priorities
Who this is for
- Organizations with dashboards but no analyst to maintain them
- Clients of the Dashboard Build who want ongoing support
- Leadership teams that want commentary, not just charts
Who this is not for
- Organizations with no dashboards yet (start with the Dashboard Build)
- Anyone needing 24/7 monitoring
- Non-healthcare businesses
Frequently asked questions
How long does it take?
Onboarding is scheduled after approval; the monthly cycle starts after the baseline review. Minimum term 3 months, then month to month with 30 days' notice.
How does payment work?
Billed monthly through Stripe from the day you start.
Who delivers the work?
ClearLine Healthcare Consulting with vetted specialist fulfillment partners.
What is your refund policy?
Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.
How do I get started?
Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.
Apply for Managed Dashboard Reporting Retainer
Already agreed scope with us? Secure your spot
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