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Expected Daily Revenue: Auto-Calculated Field on Intake Opportunities (CRM)

Expected Daily Revenue is a new auto-calculated field on Intake Opportunities. It estimates daily revenue using the EIV and Expected Length of Stay. The value updates automatically whenever the record is saved.

Contents

  1. Before You Start

  2. Where the Field Appears

  3. How the Calculation Works

  4. Using It in Reports

  5. Using It on Dashboards

  6. For Admins: Layout Editor Behavior

  7. Frequently Asked Questions

1. Before You Start

You will need:

  • Access to the Intake Opportunities module (read access at minimum)

  • Records that have both EIV and Expected Length of Stay populated for the calculated value to appear

  • Reports module access if you want to add the field to a report or dashboard

Access requirements: Visibility follows the default field permission rules. Every CRM profile can see the field unless an admin has hidden it for a specific role. If you cannot see it on the Intake Opportunity layout, ask your CRM admin to check Profile settings for the Intake Opportunities module.

If the field is missing on your instance entirely, contact Dazos support so they can run the install for your tenant.

2. Where the Field Appears

The field lives in the Admission Details section of an Intake Opportunity, immediately below the EIV field.

To get there:

  1. Open the Intake Opportunities module from the left navigation.

  2. Click any record to open it.

  3. Switch to the Admission Details tab.

  4. Scroll to the bottom of the section — you will see Expected Daily Revenue alongside EIV and Expected Length of Stay.

Tip: If you do not see a value, check that the record has both EIV and Expected Length of Stay filled in. The field stays blank until both source values are present.

3. How the Calculation Works

The formula is straightforward:

Expected Daily Revenue = EIV ÷ Expected Length of Stay

Source Field

Description

Example

EIV

Expected Insurance Value — the total insurance dollars expected from the opportunity

9,000.00

Expected Length of Stay

Estimated number of days the patient will stay

18

Expected Daily Revenue (result)

EIV divided by Expected Length of Stay, rounded to 3 decimal places

500.000

When does it update?

The value is recalculated every time the record is saved. If you change EIV from 9,000 to 12,000 (with a stay of 18 days), the next save updates Expected Daily Revenue from 500.000 to 666.667 .

Important: Expected Daily Revenue is read-only. The field shows on the Edit form for reference, but you cannot type into it. If you need a different value, change EIV or Expected Length of Stay instead.

4. Using It in Reports

Expected Daily Revenue is fully reportable — it appears in the Reports module just like any other numeric field on Intake Opportunities, including support for Sum, Average, Lowest, Highest, and Median aggregates.

To add it to a new report:

  1. Go to Reports → Add Report.

  2. Step 1 — Report Details: name the report and set Primary Module to Intake Opportunities .

  3. Step 2 — Filters: add any filters you need (or leave empty), then click Next.

  4. Step 3 — Select Columns: in the Select Fields picker, search for or scroll to Intake Opportunities Expected Daily Revenue and add it.

  5. To get a total across all rows in the report, tick the Sum checkbox in the same row.

  6. Click Next, choose your chart type (or skip to Generate), and Save.

Aggregate

What it shows

Sum

Total Expected Daily Revenue across every row in the report

Average

Mean Expected Daily Revenue per opportunity

Lowest / Highest

Smallest / largest value in the report

Median

Middle value when rows are sorted

Tip: Pair Expected Daily Revenue with a Sales Stage or Admitted Status filter to forecast revenue for a specific pipeline segment — for example, sum the daily revenue across all "Admitted - In Census" records.

5. Using It on Dashboards

When you build or edit a chart widget on the Intake Opportunities module, Expected Daily Revenue is selectable as a metric in the same way EIV is. Use it for daily-revenue trend lines, top-N opportunity charts, or pipeline-by-stage revenue widgets.

6. For Admins: Layout Editor Behavior

In the Layout Editor (Settings → Module Layouts & Fields → Intake Opportunities), the field shows with these properties:

Property

Value

Type

Decimal

Block

Admission Details (same block as EIV)

Read-Only

On — the field cannot be edited manually

Delete icon

Not shown — this is a system field and cannot be deleted

Expression

Enabled — formula uses the column names for EIV and Expected Length of Stay

If the install ran on a tenant where one of the source fields was missing, the field is still created (so reporting and dashboards can reference it), but the Expression toggle is left Off. To activate the calculation later:

  1. Go to Settings → Module Layouts & Fields → Intake Opportunities.

  2. Click the Edit (pencil) icon on the Expected Daily Revenue field.

  3. Toggle Enable Expression to Yes.

  4. In Expression Formula, enter: [{Intake Opportunities.EIV}] / [{Intake Opportunities.Expected Length of Stay}]

  5. Click Save.

The next save on any Intake Opportunity record will populate the field.

Tip: Because the field is a system field, the Layout Editor will not show a delete icon next to it. This is intentional — the field is used by Reports and Dashboards, and removing it would break any saved reports that include it.

7. Frequently Asked Questions

Q: Why is Expected Daily Revenue blank on some records? The calculation needs both EIV and Expected Length of Stay to produce a value. If either is missing or set to zero, the field stays blank.

Q: Can I overwrite the calculated value with a manual entry? No. The field is read-only by design to keep reports consistent. If you need a different value, adjust EIV or Expected Length of Stay and re-save.

Q: When exactly does the value refresh? On every save of the Intake Opportunity. Editing EIV or Expected Length of Stay and saving is enough — you do not need to touch the Expected Daily Revenue field itself.

Q: How many decimal places does it show? Three. So 9,000 / 18 shows as 500.000, and 12,000 / 18 shows as 666.667.

Q: Will this appear automatically in existing reports? No. Saved reports only show the columns they were built with. Edit a report and add Expected Daily Revenue as a new column to include it.

Q: Will it work in QuickCreate forms? The field is available in QuickCreate but appears read-only there as well — its value is computed only after the full record is saved.

Q: Can I hide it from certain roles? Yes. An admin can hide the field per profile in Settings → Profiles → Intake Opportunities. The calculation still happens behind the scenes, but the field is not displayed for that role.

Need Help?

If you run into issues:

  1. Confirm the source fields (EIV and Expected Length of Stay) are filled in on the record.

  2. Save the record again — the recalculation only fires on save.

  3. Check your role permissions if the field does not appear at all.

  4. Contact Dazos support with the name of the affected record and reference CRM-3120.

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