Interactive BI dashboards with filtering and drill-down capabilities

Add interactive dashboards similar to the attached example, bringing referral and admission performance into one view.

Users should be able to track referrals, admissions, and referral-to-admission conversion rates by referral facility, marketer/account executive, territory, and business line, such as home health or hospice. Include summary metrics, monthly trends, marketer performance, and top referral sources.

Provide filters for date range, referral facility, facility type, marketer, territory, business line, and payer. Selecting a filter should update all charts and metrics on the dashboard together. Allow comparisons with prior periods to identify growth or declines.

Users should be able to click a chart or metric to see the underlying records. For example, clicking a facility’s admission total should show the admissions associated with that facility, while selecting a marketer should show their referral sources, referrals, and admissions.

Include the ability to save dashboard views and export the filtered data.