Where is work stuck?
Show claim age by stage and the blocker behind claims whose next action is overdue or paused.
MANAGEMENT VIEW
Claims management dashboard that leads managers to the claims behind the numbers
Use portfolio measures to find stalled work, unsupported decisions and workload imbalance—then drill into the exact claim, owner and next action.
The gallery opens with live populated dashboard data and follows with aging, handler, evidence and authorization views. Every measure resolves to underlying records.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
The gallery shows populated sample data in Jodoo. Open a view to inspect the records and decisions, then install a copy to adapt fields, roles and workflow.
Drill downfrom measure to claim record
Exception firstaging, evidence and authority queues
Defined measuresevery KPI names its source and action
Start with the management question, not the chart type
A dashboard earns its place when a manager can see a problem, understand it and reach the work that changes it.
Is work balanced?
Compare active and due actions by owner, complexity or program rather than raw claim count alone.
Are recommendations ready?
Expose missing evidence, estimate clarification and authority backlog before they become service delays.
Are outcomes staying closed?
Track reopen reasons and unresolved commitments instead of celebrating closure volume alone.
Define each measure from source records
Managers should know what is counted and why the number changed.
Open claim
A lifecycle definition that excludes completed or withdrawn work consistently.
Claim age
Elapsed time from a defined start, with any pause rule explicit and separately visible.
Current exposure
An operational estimate with an owner and update context, not a substitute for the financial ledger.
SLA exception
A milestone whose due rule and pause reason can be traced to the exact task.
Give each exception a usable drilldown
The user should never have to recreate the dashboard filter in a spreadsheet.
Aging queue
Open the claims, current stage, owner, due action and blocker behind the aging segment.
Evidence gap
Show the missing or unclear evidence and the last request made.
Authority queue
Show recommendation amount, band, readiness, reviewer and time waiting.
Reopened claims
Show the trigger, new exposure, owner and next review date.
Use a different first view for portfolio, daily work and service review
The same claim records can support distinct decisions without forcing every audience into one crowded dashboard.
Portfolio command
Open claims, exposure context, stage mix, exceptions and decision backlog for leadership.
Daily operations
Due work, overdue commitments, unassigned claims, evidence gaps and blocked next actions for handlers and supervisors.
Client or program review
SLA milestones, delegated authority, reporting state and exceptions by client or mandate.
Outcome quality
Closure readiness, reopened claims, missed commitments and recurring exception reasons for process improvement.
Test whether a metric leads to better work
If a measure cannot be explained or acted upon, it may not belong on the first view.
| Metric | Question it answers | Required drilldown |
|---|---|---|
| Age by stage | Where does time accumulate? | Claim, owner, due action and blocker |
| Handler workload | Who has actionable work? | Open and overdue tasks by complexity |
| Evidence readiness | What prevents a recommendation? | Missing item, request and review state |
| Authority backlog | What is waiting for review? | Amount, band, reviewer and submitted date |
| Reopen rate | Why did closed work return? | Reason, original closure and new action |
WHY TEAMS BUILD THIS IN JODOO
Build claims dashboards around the questions managers must resolve
Jodoo combines configurable records and charts, so business administrators can change a metric, queue or drilldown when the operation changes instead of waiting for a reporting project.
A working dashboard and its supporting claim queues can be configured in hours, then maintained by the team that owns the operating definitions.Start with the exception
Put aging, overdue work, evidence gaps, authority backlog and reopen reasons ahead of totals that do not lead to action.
Drill into the exact records
Let managers move from a measure to the claims, owners, due actions and blockers behind it.
Keep definitions visible
Define stage, age, exposure and service exceptions from source fields so users can explain why a number changed.
Use the dashboard for operational decisions, not as a substitute ledger
Management views are strongest when each number reconciles to the claim-work records it summarizes and specialist financial measures remain connected to their source.
Show actionable operations
Claim stage and age, due work, handler queue, missing evidence, open commitments, authorization wait and controlled reopen work.
Reconcile connected data
Reference policy, reserve, payment and recovery values from their owning systems when those figures are needed for management context.
Avoid false precision
Do not present an operational estimate as an accounting reserve or imply that a chart performs coverage, fraud, benefit or compliance decisions.
Questions about claims management dashboard
What should a claims management dashboard show?
Useful starting points include stage and age, actionable workload, due and overdue work, evidence gaps, exposure context, authorization backlog, open commitments and reopen reasons.
Should a claims dashboard show only KPIs?
No. Pair every summary with a table or drilldown that identifies the exact claims, owners, blockers and next actions behind it.
How can teams keep dashboard definitions consistent?
Define each measure from named source fields, document the start and pause rules, and let users inspect the records included in the number.
Can dashboard views be changed without code?
Yes. Authorized business users can adjust charts, filters, fields and supporting lists as service rules, claim types and management questions change.
EXPLORE THE POPULATED APP
Build a claims dashboard managers can act on
Open the populated dashboards, inspect the records behind each metric and adapt the definitions and queues to your operation.
Use this claims dashboard App