The Performance Board is part of the Analytics module. If you are interested in learning more, CLICK HERE to request a demo!
View data across multiple locations in the Performance Board using the Locations and Views dropdowns. Directors, managers and executives can get a quick visualization of your organization’s production across selected locations.
Source data is unavailable when multiple locations have been selected on the Performance Board.
Note: You must have full dashboard access at all locations in order to view multi-location data on the Performance Board.
In the left side menu, click Dashboards > Performance Board
Click on the Locations dropdown, make your selections, and click Apply. Watch your data update to include totals and averages across the locations you have chosen
Click on the date picker to set your time period
Click on the View dropdown to see data as an Overview, By Location, or By Region (Note: You must select more than one location in order to see the View dropdown)
Choosing the By Location or By Region View allows you to see data in our standard Tiled Layout or our new Wide Layout (we recommend selecting 2-10 locations when utilizing the Tiled Layout and 11-30 for Wide Layout)
Note: In order to view data by regions, these regions must be previously set up by our support team. For assistance with setting up regions, please contact Dental Intelligence support.
Hover over each chart to view breakdowns of each category
Click on the trend icons in each tile to view trend totals or by location
