KPI Dashboard

A multi-location DSO without real-time performance data makes decisions on outdated information. Manual spreadsheet reports take hours, create confusion, and signal data systems not built for scale.

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Laptop displaying detailed KPI and data visualization dashboards
Team of executives reviewing performance metrics on a large screen

Group-Level Executive Dashboard

Network-wide production and collection

Production and collections are consolidated across all locations in real time, with trend lines that show performance at a glance instead of comparing 50+ CSV exports.

Location benchmarking

Each location is benchmarked against network averages and top performers across key metrics, giving leadership a clear visual of which locations need attention.

Goal tracking with variance alerts

Production and collection goals are tracked in real time, with automated alerts when a location falls below set thresholds, highlighting issues proactively instead of at month-end.

Professional analyzing data on multiple screens in office

Location-Level Operational Metrics

Provider production by day and month

Production is tracked by provider daily, weekly, and monthly, showing progress toward monthly goals and highlighting days or appointment types with lower than expected output.

Chair utilization and scheduling efficiency

Unfilled slots, cancellations, and chair use are tracked by provider and appointment type, revealing scheduling patterns that reduce practice revenue.

Treatment acceptance rate by provider

Treatment acceptance is tracked by provider and type, with trends highlighting providers whose acceptance rates fall below the network average.

Dentist and patient discussing metrics on a screen

Patient Retention and New Patient Analytics

New patient volume by source

New patient volume is tracked by location and referral source, organic, paid, referral, or email, giving marketing and operations data to optimize growth investments.

Active patient recall compliance

Active patients on schedule are tracked by location and hygienist, providing a clear measure of long-term retention health.

Patient lifetime value trends

Average patient lifetime value is calculated and tracked by treatment type and location, supporting pricing strategy and treatment mix decisions across the network.

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