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A multi-location DSO without real-time performance data makes decisions on outdated information.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.


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.

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.

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.
