Fraud Blocker
Back to blog

Pulse Dashboards: Built to help care agencies optimise and plan ahead

March 5, 2025
Table of contents

Ask anyone in domiciliary care– whatever the region, whatever the size, public or private– agencies are under pressure. Staff shortages, volatile demand and financial pressures are putting the industry under strain. 

Now more than ever, resilience requires laser focus. With teams stretched thin, juggling quality, compliance and operational efficiency, agencies need to know where to allocate resources and concentrate their efforts. Data-driven decision-making is no longer optional– it’s critical to survive and thrive.

Lots of data, but where’s the oversight?

For care agencies trying to work smarter, high volumes of data aren’t enough to solve key problems. Many teams waste valuable hours sifting through stats when they should be adjusting their strategies and tactics to improve business operations and care.

They need digestible, clear metrics that can help them take the necessary action to address risks and optimise.

Tracking the pulse of your care business 

We built Pulse Dashboards with ample input from our partners, to deliver the metrics that care agencies need to drive efficiency across Care Management, Finance and HR – each dashboard delivering one simple and intuitive view. Pulse Dashboards bring insights to the forefront in day-to-day operations, rallying full teams around smart, data-driven action plans. They offer the consolidated view needed to understand performance and keep the business healthy, without the burden of manual reporting or multiple report generation. They surface analytics as they should be– usable, and without time wasted sifting through noise. 

Smart as a team effort

We often hear agencies at the start of their journeys with Birdie tell us that they know they have valuable information, but it isn’t being surfaced in a usable way. Care agencies’ data is an underutilised asset, often buried in spreadsheets, locked behind complex reporting systems or siloed away, accessible to a small handful of individuals within the organisation. 

Without insights as a common language, teams are operating below their potential for alignment, quick reaction and ownership of performance metrics.

Pulse Dashboards make data clear, accessible and actionable across roles, reducing the time needed to improve operations. They’re built to be understandable and pragmatic for anyone from senior management to frontline staff, helping bring full teams together, all striving for excellence. 

Making insights clear and understandable leads to shared responsibility and accountability, as all roles understand their contribution to key metrics. With decisions around improvement happening more quickly, “digitisation” stops being a buzzword and becomes a tangible daily collaborative process.

 

Maximising the impact of technology and data

Many care agencies are sitting on a wealth of data, but aren’t making the most of its value. By extension, they aren’t getting the full value from the tech they’ve invested in to manage that data. Empowering teams to be informed and aligned around business goals guarantees ROI on digital tools, and ensures they hardness their data effectively to drive smarter decisions and improved outcomes.

Starting with smarter care management

We’ve just introduced the Pulse Dashboard for Care Management, with dashboards for Finance and People & Performance coming soon on the horizon. The Pulse Dashboard for Care Management surfaces key metrics relevant to the entire business, improving overall business practices:

  • Optimised resource allocation- analysing visit data for streamlined service delivery, tracking hours vs. budget forecasts to anticipate future growth, ensuring carers are punctual and remain for scheduled durations.

  • A clearer understanding of service delivery- identifying demand trends by service type, observing patterns in cancellations and improving scheduling efficiency and continuity .

  • Understanding impact on the bottom line- tracking the financial implications of cancellations on revenue and resource allocation, planning for fluctuations across seasons or holiday periods.

  • Contributing to risk reduction- ensuring assessment completion, identifying risks early to prevent escalation, maintaining clear records of concerns and resolutions, using risk ratings to prioritise high-risk concerns effectively.

  • Document for accountability- track assigned tasks, plan required actions and encourage accurate documentation (ex: cancellation reasons) for continuous learning.

The insights and learnings spotlighted by the Pulse Dashboard for Care Management can spark relevant conversations and collaboration across different departments, all committed to shared objectives.

Here’s what our partners are saying:



“This will deliver value to various roles, such as care coordinators, operations, and compliance managers.”

“It provides the necessary information to take actionable insights and address any gaps.”

“Helpful for the care teams to visually see the data and take pressure off the managers.”

“The current setup is perfect.”

“Comprehensive … saves [me] from having to create separate reports.”

How to get started:

  • New to Birdie? Book a demo to see how Birdie's Pulse Dashboards can transform your care agency's data into actionable insights.
  • Current Birdie partner? Partners using Birdie Analytics can access the dashboard here. If you do not have a Birdie Analytics login, please contact customersuccess@birdie.care to sign up for a free Birdie Analytics trial.
  • Let us show you how birdie can help

    You're the expert. You deserve home healthcare technology that motivates your team and helps you grow.

    Join our mailing list

    Thank you! Your submission has been received!
    Oops! Something went wrong while submitting the form.