Your free 2025 Celebration Kit comes with everything you need to end the year on a high note and build momentum for 2026:

Fully customizable celebration template
Great way to show your team how small efforts snowball into success
Perfect tool for end-of-year team meetings
A read-made blueprint for setting inspiring 2026 goals

Just plug in your numbers and you're ready to celebrate! Download your free Celebration Kit and give your team the recognition they deserve!

Want a clear view of your numbers but don't have Analytics yet? Get your free practice snapshot now!

Part 1: Create Your EOY Scorecard

Follow these steps to build a custom Location Scorecard with all the metrics you'll need for your EOY Celebration Kit.

Click on Scorecards in the left side menu
Click the Create Scorecard button
Title your scorecard "EOY 2025 Celebration" (or whatever you prefer that's easy to remember)
Select Locations as the focus, then click Create
Click on the Metrics dropdown and select the following metrics (you can search for them by name):

• Production Gross OR Production Net
Production Gross is your total production before any write-offs. Production Net is after write-offs have been applied. Most practices use Gross for year-end celebrations.
• Collections
• Appointments Completed
• Active Patients
• Annual Patient Value
• Appointments Completed Hygiene
• Hygiene Re-Appointment Percentage
• Case $ Accepted Same Day

Click Apply after selecting your metrics
Set Time Period to This Year and click Apply
Set Trend to Trailing Years and click Apply
Set For Previous to 3 Years and click Apply (We recommend reviewing data for the last 3 years, however, feel free to choose as many years as you'd like to compare)
Lastly, click the blue Save Changes button and choose Save as NEW Scorecard

Your scorecard is now ready to use! Your EOY metrics will now be displayed. You can expand each location to see historical data by clicking the arrow next to the location name.

Part 2: Download Your EOY Celebration Kit

Download Now

Part 3: Customize Your EOY Celebration Slide Deck

Slide 1: Practice Name

What to do: Enter your practice name in the bottom right corner where it says "NAME OF YOUR PRACTICE."

Slide 2: Team Goals Accomplished

What to do: Replace the example goals with the accomplishments you're most proud of your team for achieving in 2025. Feel free to add more bullet points if your team really crushed it this year!

Slide 3: Total Production

What to do: Enter the total amount your practice produced in 2025.

Where to find it: Look for either "Production Gross" or "Production Net" on your EOY Scorecard.

Slide 4: Collections + Team Spotlight

What to do:

Enter the total amount your team collected in 2025
Add a photo and name of the team member who contributed most to collections

Where to find the number: Look for "Collections" on your EOY Scorecard.

Who to spotlight: This could be the teammate who collected the most, implemented a new process that streamlined your workflow, or worked hardest to get insurance claims accepted.

Pro tip: To replace the photo, click the image and select "Change Picture" from the toolbar to seamlessly insert your own photo.

Slide 5: Appointments + Team Spotlight

What to do:

Enter the total number of appointments your team completed in 2025
Add a photo and name of the team member who contributed most to scheduling

Where to find the number: Look for "Appointments Completed" on your EOY Scorecard.

Who to spotlight: This could be the teammate who set up online scheduling, ensured all appointment slots were filled, or brought in the most referrals.

Slide 6: Patient Base Metrics

What to do: Enter these two numbers from your EOY Scorecard:

Active Patients: Total patients marked as Active in your PMS who have been seen within the past 18 months
Annual Patient Value: The average amount collected from an individual patient over a year

Why these matter: These metrics give you a quick snapshot of your practice's growth potential—either by increasing your patient base or by helping existing patients invest more in their oral health.

Slide 7: Hygiene Department Metrics

What to do: Enter these two numbers from your EOY Scorecard:

Hygiene Appointments Completed: Total hygiene appointments completed in 2025
Hygiene Re-Appointment Percentage: Percent of hygiene patients who left with their next appointment scheduled

Why these matter: Hygiene is one of the most reliable ways to get patients in—and keep them coming back. Strong hygiene metrics help you maintain ongoing conversations about important, high-value treatment.

Slide 8: Same-Day Treatment Acceptance + Team Spotlight

What to do:

Enter the dollar amount of treatment accepted same-day
Add a photo and name of a team member who made this possible

Where to find the number: Look for "Case $ Accepted Same Day" on your EOY Scorecard.

Why this matters: When patients say "yes" on the same day, it reflects the entire patient experience—from the warm greeting at the front desk to the doctor's chairside manner to the treatment coordinator's solutions. This is a win for everyone.

Who to spotlight: Think about who was the friendliest, who works tirelessly to accommodate patients, or who makes scary treatment feel approachable. (Hint: You can spotlight your whole team here if you want!)