Total quarterly revenue — —
$
0.00
Where the revenue is going
Blocks
This quarter is empty
- Drag a Department from Blocks onto the revenue card, and size it as a share of revenue.
- Put Provider pay and Shift overpay lines on the board — they read Zoho Creator on their own.
- Add people on Employees and place them in a department; log costs on Expenses.
Allocation Map
Every rectangle is sized by its share of the quarter. Click one to read it in full on the right. This map is a view, not an editor — the plan is changed in the Bracket Builder, so there is one place where numbers move.
The whole quarter
Line detail
Shifts & Provider Pay
Every dollar on the Provider pay and Shift overpay budget lines, traced back to the shifts in Zoho Creator that produced it. Shifts are scheduled ahead, so most of this quarter's cost is already booked rather than forecast.
Plan against booked shifts
what the bracket set aside, and what the schedule already commits
Month by month
staffing drives the cost — an unstaffed month is a cost that has not landed yet
Shifts with no rate
Where the overpay is — hospitals
Where the overpay is — providers
Providers this quarter
Employees
Salaries are kept here, not pulled from Zoho Payroll. An employee is just their name, title and pay — no department needed here. You decide where their cost lands on the Bracket Builder, by dropping an Employee block into whichever department you want.
Roster
Where payroll lands
The quarter, month by month
Expenses
Every cost that is not a shift payment or a salary, logged by hand. Nothing comes from Zoho Books. Each entry must name a department, so the Monitor knows which budget it eats into.
Entries
When it lands
By department
payroll + expenses vs plan to date
Incentives
Bonuses paid to people. Each one names who it went to and when, so it lands in the right month and can be traced back to a person. Shows this quarter by default — the same window the plan is measured over.
When they landed
incentives are lumpy — this is the shape, not a trend
Entries
By person
Actual Revenue & Collections
Everything invoiced to every hospital in Zoho Books, plus the collections entered by hand that
never become an invoice. This is where the quarterly target comes from: a quarter is aimed at whatever the
quarter before it brought in — invoiced and collected together.
Invoiced over time
By account
Accounts
Every hospital we invoice, with the three people who own it. Click a row for the full billing
history and every invoice we have sent them.
Hospitals
Budget Ledger
Every line of the plan on one sheet, with what it has actually cost so far beside what it was budgeted. Click a line to fold its contents away; click a column heading to sort.
Track vs Plan
Cumulative spend vs plan
Actual to date · straight-line plan · run-rate forecast
Attention
Pace by bucket
Bar = spent so far · marker = where the plan says you should be today · click a line for what made it up
Monthly variance
Actual minus planned, per month. Blue = under plan · red = over plan
Colour scale
Overpay watch
every dollar here is a shift that was not filled in time — lower is better
Outside the budget
tracked, not funded
How it works
The rules the builder enforces, where the revenue target comes from, what it costs, and which system proves each number.
