Budget reports

Budget dashboard. Measures conversion from draft to accepted, average time in each state, and closure reasons. It is the management view to spot bottlenecks in patient acceptance and to understand which treatments convert best.

At a glance

• Summary — totals per state in the range (draft, sent, accepted, rejected, expired, cancelled), monetary totals, and overall conversion rate (accepted / sent).
• By status — distribution across statuses for the selected range.
• By professional — conversion rate and monetary volume per assigned professional. Useful for internal benchmarking and coaching.
• By treatment — which catalog items appear most often and which have the worst conversion.

Drill-downs

• Every bar or row links to the budget list (/budgets) filtered by status, professional, or closure reason.
• To audit a specific budget from here, open the drill-down and enter the detail.

Permissions

What you see / can do	Permission
View the dashboard and breakdowns	reports.budgets.read
Open the budget list (drill-down)	budget.read

Troubleshooting

• 0% conversion. No budgets in accepted for the range. Widen the range or check the acceptance pipeline.
• No-one in By professional. Budgets lack assigned_professional_id. It is optional; assign a professional when creating/editing a budget to see them here.
• A card opens an empty list. The drill-down combines range + status/professional, and that combination has no budgets. Drop a filter.