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Current Practice Revenue Analysis Year to Date

Using The Current Practice Revenue Analysis Year to Date Tile

Written by Courtney Forrester

This tile displays:

  • Revenue for the previous two full financial years

  • The current year’s target as entered in Target Management

  • The year-to-date (YTD) cumulative revenue

Data Sources

The revenue data is sourced from the Revenue Per Hour Worked report, or a combination of:

  • Income Report

  • Assured and Capitation Revenue Report

  • NHS UDAs By Period Report (if applicable)

NHS Revenue Calculation

For practices in England and Wales with NHS contracts:

  • Revenue is based on the actual UDA value configured in the Practice Setup NHS UDA Contracts page.

  • If no UDA value is set, an industry average of £25 per UDA is used.

Interaction Features

  • Hover over the plotted dots to view the year-to-date revenue figure.

  • Use the legend at the bottom of the tile to toggle visibility of plotted data.


💡 Top tip:

Enlarge: Click this button to make the graph almost full screen size.

Data: Click this button to show the data points in a table.

Legend: Toggle legend boxes to switch on or off plot line on the graph.

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