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Managing multiple dental locations means juggling dozens of performance indicators across practices. Scorecards give you the power to monitor what matters most—whether that's comparing 5 locations or 50—all in one customizable view.
Why Scorecards Matter for Multi-Location Organizations
The Challenge
Without centralized performance tracking, multi-location leaders face:
Hours spent compiling spreadsheets from different locations
Delayed insights into underperforming practices
Inconsistent metrics making it hard to compare apples to apples
Missed opportunities to replicate what's working at top locations
The Solution
Dental Intelligence Scorecards provide a single source of truth where you can:
Choose from 300+ metrics to compare across all your locations instantly
Identify trends before they become problems
Celebrate wins and replicate success across your organization
Make data-driven decisions
Ready to build your first scorecard? Get step-by-step instructions with our comprehensive Scorecards guide.
Real-World Use Cases
1. Regional Manager: Spotting Performance Outliers
1. Regional Manager: Spotting Performance Outliers
Scenario: Maria manages 12 locations across three states. She needs to quickly identify which practices need her attention each week.
Her Scorecard Setup:
Focus: Locations
Metrics: Scheduled Production, Collections %, New Patients, Hygiene Re-appointment %
Time Period: Last week
Trend: Trailing 4 weeks
Grouping: By region (West, Central, East)
What She Sees: Her Visualize Trends tab immediately shows that two locations in the Central region have declining Collections %. She drills down by Provider and discovers both locations recently had hygienist turnover. She can now prioritize support for these teams.
Outcome: Instead of waiting for monthly reports, Maria proactively addresses issues within days.
2. Executive Team: Strategic Planning with Data
2. Executive Team: Strategic Planning with Data
Scenario: The C-suite is planning next year's expansion strategy and needs to understand which locations are most profitable and have capacity for growth.
Their Scorecard Setup:
Focus: Locations
Metrics: Gross Production, Net Production, Provider Production Per Hour, New Patient Growth Rate, Case Acceptance %, Scheduled Production
Time Period: This quarter vs. same quarter last year
Grouping: By brand (if applicable) or region
What They See: Three locations show high production per hour but low new patient growth—indicating capacity constraints. Five locations have strong new patient growth but lower case acceptance—opportunity for training investment.
Outcome: Data-driven decisions on where to add providers, which locations need treatment coordinator training, and which markets are primed for new location openings.
3. Marketing Director: ROI by Location and Referral Source
3. Marketing Director: ROI by Location and Referral Source
Scenario: Lisa manages marketing spend across 18 locations and needs to prove ROI to justify next year's budget.
Her Scorecard Setup:
Focus: Referral Sources
Metrics: New Patients, New Patient Production, Patient Lifetime Value, Case Acceptance %
Time Period: Last 6 months
Drill down: By Location to see which practices convert best from each source
What She Sees: Online advertising brings consistent new patients across all locations, but Case Acceptance % varies wildly (45% at some locations, 82% at others). By drilling into Location, she identifies that high-performing practices have dedicated new patient coordinators.
Outcome: She can demonstrate marketing effectiveness while also revealing operational opportunities for improvement.
Getting Started: Your First Multi-Location Scorecard
Step 1: Choose Your Template
Start with one of these DSO-recommended templates:
Operations Performance - Best for weekly leadership reviews
Finance Review - Ideal for monthly executive meetings
Daily Flash Locations - Perfect for regional managers doing daily check-ins
Marketing Review - Essential for tracking growth initiatives
Step 2: Customize for Your Organization
Select all relevant locations
Adjust time periods to match your reporting cycles
Add any additional metrics specific to your KPIs
Enable grouping by Region or Brand in Scorecard Settings
Step 3: Share with Your Team
Share location-specific scorecards with office managers
Share regional rollups with regional managers
Share organization-wide scorecards with executives
Remember: Recipients can view but cannot edit your scorecards
Step 4: Set Goals and Monitor Trends
Establish baseline performance for each metric
Set realistic goals based on top performers
Review trend indicators weekly to catch changes early
Use the Scorecards AI Assistant to analyze patterns and get insights
Ready to build your first scorecard? Get step-by-step instructions with our comprehensive Scorecards guide.
Pro Tips for Multi-Location Success
1. Explore the Scorecard Templates Library
Review pre-made Scorecard Templates:
Daily Huddle Scorecard (for office managers)
Weekly Operations Review (for regional managers)
Monthly Executive Dashboard (for C-suite)
Quarterly Strategic Review (for board meetings)
2. Use Regions and Brands for Grouping
If you've set up regions in Dental Intelligence:
Group locations by geography (Northeast, Southwest, etc.)
Group by brand if you operate multiple practice brands
Group by acquisition cohort (Original practices vs. acquisitions)
This makes it easier to spot regional trends
3. Leverage Drill-Downs for Root Cause Analysis
When you spot an issue at a location:
Drill down to Providers to see if it's staff-specific
Drill down to Procedure Codes to identify service line issues
Drill down to Referral Sources to check marketing effectiveness
Drill down to Trends to see if it's getting better or worse
4. Combine with Team Tasks Metrics
For locations using Engagement features, add these metrics:
DI Appointments Confirmed %
DI Forms Completed Before Check-in
Team Task Completion Rates This shows how well locations are leveraging all DI tools.
5. Export for Deeper Analysis
Export scorecards to CSV for board presentations
Expand all drill-downs before exporting to get complete data
Use exports to create custom visualizations in PowerPoint or Excel
Historical exports help track progress over quarters/years
Frequently Asked Questions
Q: How many locations can I include in one Scorecard?
A: There's no hard limit, but for readability, consider creating separate Scorecards if you manage 50+ locations. You can group by region to keep things organized.
Q: Can I compare my locations to industry benchmarks?
A: Yes! Enable Industry Benchmarks in Scorecard Settings. Percentage-based metrics will show how your locations compare to industry averages.
Q: What if I don't have access to all locations?
A: You can only add locations where you have dashboard access. Contact your admin if you need access to additional locations.
Q: Can office managers edit Scorecards I share with them?
A: No. Shared Scorecards are view-only. Recipients can duplicate your scorecard and then customize their copy if they want to modify it.
Q: How do I know if a trend is significant or just normal fluctuation?
A: Use longer comparison periods (8-12 weeks) to smooth out weekly variations. Also, ask the AI Assistant to analyze trends—it can help identify statistically significant patterns.
Q: Should I track the same metrics at every location?
A: Start with core metrics everyone should track (production, collections, new patients, reappointment). Add specialized metrics based on location type, size, or strategic focus.
Ready to build your first scorecard? Get step-by-step instructions with our comprehensive Scorecards guide.