Practice Goals are part of the Analytics Module. If you're interested in learning more, CLICK HERE to request a demo!
Setting clear goals is one of the smartest ways your practice can grow — and tracking them easily within the platform makes it even simpler. Here’s how to get it done.
Why Practice Goals Matter
When your team knows what they’re aiming for, performance becomes visible and growth becomes possible. With the Practice Goals feature in the Analytics module, you can either manually set targets or let the system calculate them automatically. The best choice depends on your preference and what works for your practice.
How to Set Practice Goals
Click the gear icon (Settings) in the top-right corner
Select Practice Goals
Goals are separated into 3 categories: Monthly Goals, Percentage Goals, and Other. For each goal, click on the goal tile and enter your target
Tip: Click the small “ℹ️” (info) icon inside each tile to get a clear explanation of what each goal metric means and where it appears.
Once you've set your goal, click Save
Need help identifying what your goals should be? Click here to view some helpful hints for creating data driven goals!
Auto-Calculated Production Goal
If you’d like Dental Intelligence to calculate your Production goal automatically, you can turn on the Auto-Calculate From Provider Goals option for that metric.
When enabled, Dental Intelligence totals your providers’ Production Per Hour goals and their scheduled hours to create one overall Practice Production Goal — no manual math required.
Example:
Dr. Jones has a Production Per Hour goal of $500 and is scheduled for 9 hours today → $500 × 9 = $4,500
Dr. Smith has a Production Per Hour goal of $400 and is scheduled for 8 hours → $400 × 8 = $3,200
Your daily Practice Production Goal would be $7,700
This calculation automatically adjusts based on each provider’s working hours and individual Production Per Hour goal, so your practice goal always reflects real, up-to-date data.
The Auto-Calculated Goal option applies only to the Production metric. All other goals must be set manually.