All Collections
Analytics
Setting Goals
Analytics: Setting Your Practice Goals
Analytics: Setting Your Practice Goals

This article will go over the steps to add Practice Goals and discuss how Auto Calculated Goals are established

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Practice goals allow you to view performance and identify growth as a team! Setting these goals is a quick and easy process. When establishing the Practice Goals in the Dental Intelligence settings, you will be able to enter in goals manually, or enable Automatic Goals.

The decision to use one or the other is dependent on your preferences & what you feel would be best for your practice. To make this decision, refer to the following article in which we'll discuss how auto-calculated goals are established.


How to Set Practice Goals

Watch this short video or follow the step-by-step instructions below to learn how to set Practice Goals in Analytics:

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Then select Practice Goals

  3. Here you will be able to enter specific practice goals as needed by clicking into the correlating Text Box for each goal

  4. Click into the Information icon ( i ) for further clarity on what each goal means and where it will appear

  5. When you've added your goals, select the Save Goals button at the bottom of the page

Need help identifying what your goals should be? Click here to view some helpful hints for creating data driven goals!


Auto Calculated Practice Goals

  1. You can also choose to enable Auto Calculated Goals by selecting the Toggle at the top of the page

  2. Then select the Save Goals button to the right of the toggle

Example

Auto Calculated Goals will accumulate individual provider goals to automatically identify overall practice goals.

For example:

Dr. Jones has a Production Per Hour goal of $500 and works 9 hours today...

$500 X 9 = $4,500 in production for that day

If Dr. Jones works 5 days this week, then...

$4,500 X 5 = $22,500 in production for that week

... and so on!

So to determine your practice's production goal for a certain amount of time, Dental Intelligence takes the total amount of Clinical Hours for each provider, and multiplies that number by their Production Per Hour goal and then sums each provider's total up.

Click here to learn how to set provider goals in Analytics.

Did this answer your question?