One dashboard for a healthcare services CEO
"The dashboard IguanAI built replaced four separate spreadsheets. I check one screen in the morning and I know exactly where the business stands."
— CEO, Healthcare Services Company
The challenge
A [PLACEHOLDER: multi-site] healthcare services company was running its weekly executive review on four spreadsheets — patient volume, staffing utilization, payer-mix, and cash collections — each maintained by a different person. By the time the CEO sat down on Monday, the numbers were already two days old, the definitions did not always match, and a third of the meeting was spent reconciling the spreadsheets against each other instead of making decisions.
The asks were simple but had been deferred for two years: one view of the business, refreshed automatically, with the same definitions used everywhere.
Our approach
We started by interviewing the four spreadsheet owners separately and asking the same question: "What does this number mean, and where does it come from?" The answers diverged in small but consequential ways — different inclusion rules for no-shows, different cutoffs for the reporting week, different handling of inter-site transfers. Before any code, we wrote a one-page definitions document and got the CEO to sign off on it.
From there, we wired the source systems — EHR exports, the staffing tool, and the practice management system — into a single warehouse, applied the agreed-on definitions in a transformation layer, and built a dashboard the CEO could actually read at a glance.
What we built
- An automated nightly pipeline that pulls from the EHR, staffing system, and practice management software — replacing four manual spreadsheet refreshes.
- A canonical metrics layer with documented definitions, so every number on the dashboard ties back to a written rule.
- A single executive dashboard with [PLACEHOLDER: ~12] tiles covering volume, utilization, payer mix, and collections, plus a leaderboard view by site.
- An exception alert that flags any metric outside its expected range before the Monday meeting, so the CEO walks in already knowing what to ask.
- A printable Friday PDF that goes to the board.
Results
- 4 reports consolidated into 1 — eliminated four separate weekly spreadsheet refreshes.
- [PLACEHOLDER: ~6 hours/week] recovered across the operations team that previously maintained the spreadsheets.
- Monday executive review shortened from [PLACEHOLDER: ~90 minutes to ~40], with discussion focused on decisions instead of reconciliation.
- Reporting lag reduced from [PLACEHOLDER: 2 days to overnight].
Timeline
- Week 1: Interviews with each spreadsheet owner, source system audit, and signed-off definitions document.
- Weeks 2–3: Pipeline build from EHR, staffing, and PM systems into the warehouse; metrics layer in place.
- Week 4: Dashboard build, side-by-side comparison against the legacy spreadsheets for one full reporting cycle.
- Week 5: Cutover, retirement of the legacy spreadsheets, and handoff documentation for the operations team.
Total elapsed time from kickoff to retired spreadsheets: [PLACEHOLDER: about five weeks].
— The IguanAI Team
If your weekly review starts with reconciling spreadsheets instead of making decisions, that's the kind of problem we're built for.
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