A billing company's growth runs on a funnel few of them manage like one: lead → qualified → proposal → signed → live. The far end matters most — a signed client earns nothing until it's live and submitting claims, and slow onboarding delays revenue while tying up implementation staff. This dashboard turns acquisition and onboarding into a managed pipeline with the metric that bridges sales and operations: days to first claim.
What this dashboard answers
It answers two linked questions: is the top of the funnel healthy, and is the bottom converting fast? The acquisition page counts prospects, signed clients, and live clients, estimates MRR on the signed book, and shows the stage funnel with conversion rates at each step, plus estimated fee by specialty and lead source. The onboarding page surfaces average days to first claim and which PM systems onboard slowest.
The metrics that matter
The stage funnel shows where prospects stall — a sharp narrowing between proposal and signed points at pricing or fit, while a drop between signed and live points at onboarding capacity. Days to first claim is the operational headline: it's the gap between winning revenue and earning it, and long onboarding is a hidden cash drag. Estimated MRR on signed clients ties the pipeline to the firm's own revenue, and the cut by PM system reveals which platforms are slow to implement.
Why the data is trapped across the systems
The pipeline lives in a CRM or a spreadsheet, but onboarding speed depends on the client's chosen PM system — athenahealth, AdvancedMD, Tebra/Kareo, eClinicalWorks, DrChrono — each with its own setup, enrollment, and clearinghouse-connection timeline. Sales data and implementation timelines sit in different tools owned by different teams, so 'how fast do we onboard by system' is rarely answered with real numbers.
How to read it
Read the funnel for the narrowest stage and fix that conversion first. Then read days-to-first-claim by PM system to set honest onboarding expectations and staff the slow platforms. The fee-by-specialty and fee-by-lead-source bars show where the most valuable signed revenue is coming from, so business development can lean into it. The sample uses entirely synthetic, anonymized prospect data, so there is no real data.
Metrics it tracks
| Metric | What it means |
|---|---|
| Prospects in Pipeline | Count of prospect practices currently in the acquisition pipeline. |
| New Clients Signed | Prospects that became signed clients in the period. |
| Clients Live on Billing | Practices now actively submitting claims through the firm. |
| Estimated MRR $ (Signed) | Estimated recurring monthly fee across signed clients. |
| Avg Days to First Claim | Average elapsed days from signing to the first submitted claim, for live clients. |
| Total Prospect Est. Volume | Estimated monthly claim volume across all prospects in the pipeline. |
Used by: Billing-company owners and business-development leads
Frequently asked questions
Why does days-to-first-claim matter for a billing company?
A signed client generates no revenue until it's live and submitting claims, so days-to-first-claim is the gap between winning the deal and earning from it. Long onboarding delays cash for the firm and the client, and ties up implementation staff — making it the key operational metric at the bottom of the acquisition funnel.
Why does onboarding speed vary by PM system?
Each PM/EHR — athenahealth, AdvancedMD, Tebra/Kareo, eClinicalWorks, DrChrono — has its own setup, payer enrollment, and clearinghouse-connection process, so some onboard far faster than others. Tracking days-to-first-claim by system lets a firm set realistic timelines and staff the slow platforms appropriately.
Can I build this on my own CRM pipeline data?
Yes. You export your prospect pipeline and onboarding timelines, and the template models them into a funnel with stage conversion, estimated MRR, and days-to-first-claim by specialty, system, and lead source. The sample uses synthetic data so you can see the finished funnel first.
Build this report on your own data
Clone this RCM / billing companies template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →