The three Insights panels

Revenue Overview, YTD Billables, and YoY Comparison — what each shows and when to look at it.

Updated 2026-04-24 · Edit this page on GitHub

title: "The three Insights panels" description: "Revenue Overview, YTD Billables, and YoY Comparison — what each shows and when to look at it." order: 1 category: "analytics" updated_at: "2026-04-24"

The Insights dashboard (/insights) ships with three panels in v1. Every number is computed fresh from live data every time you open the page — no cached aggregates, no stale batches.

Revenue Overview

Four top-line KPIs for the selected window:

  • Billed — sum of charge_amount for all billables with submitted_at in window
  • Paid — sum of charge_amount for all billables with paid_at in window (not submitted_at — this is cash received, not cash expected)
  • Denied — sum of charge_amount for billables with denied_at in window
  • Outstanding — submitted status, not yet paid or denied

Plus a sparkline showing the last 12 months of billed revenue + a MoM delta % comparing the current month to the previous month.

Use this as your starting view — it's the fastest "are we doing fine?" check.

YTD Billables

Four KPIs + a stacked monthly bar chart:

  • Submitted — dollar total submitted in window
  • Paid — dollar total paid in window
  • Aging — dollar total of submitted status billables older than 30 days
  • Service-line count — distinct CPT codes billed in window

The stacked bar chart shows month-over-month mix of submitted / paid / denied. Visually, if the paid bar is growing and the denied bar is shrinking, you're in a good place.

YoY Comparison

Compares the current window against the same period one year prior:

  • Current total vs prior-year total
  • Absolute delta (current - prior)
  • Percent delta (delta / prior * 100)
  • Monthly paired bars — current year vs prior year, month by month

Graceful degradation

If your practice has less than 13 months of history in Rounds, YoY shows:

Not enough history yet. YoY activates on YYYY-MM-DD.

No fake numbers. No "0% growth" artifact from comparing to nothing. See ADR-027 for the threshold logic.

Filters affect all three panels

The FilterBar at the top of /insights applies to all three panels simultaneously:

  • Window: MTD / QTD / YTD / 30d / 90d / 12mo / Custom
  • Provider
  • Payer

Changing the filter in the URL re-renders the whole page; your link is shareable — paste /insights?window=qtd&provider=smith to a colleague and they see the same view.

See Using filters for details.

Explanation + methodology

Each panel has a "How is this calculated?" button (the ? icon). Clicking opens a modal with:

  • The underlying SQL pattern (no live DB access; just the query shape)
  • A link to the ADR that locked the math
  • Notes on edge cases (timezone boundaries, mid-month filter edges, etc.)

CSV export

Every panel has an Export CSV button in its top-right. Exports the monthly breakdown, not just the top-line totals. See CSV export for format details.

If you hit a problem

  • Numbers look wrong: click "How is this calculated?" first — usually the filter or window isn't what you thought
  • Page is slow: large tenants (>100K billables) may take 2-3s to load; this is expected at v1 scale
  • Other: support@ralthealth.com