DSO Scorecards are a great tool that you can use to create customized reports that focus on the practice locations and data that you care about most, giving you the insight you need to drill down on specific metrics and find opportunities.

As a DSO or multi-location practice, you'll access Scorecards from the DSO Dashboards icon in the left side menu and then click Scorecards.

Create a new scorecard from scratch by clicking on the blue + Create Scorecard button in the upper right corner of the DSO Scorecards dashboard. Enter the scorecard name and choose the Primary focus. Choose from the following focus types:

When finished, click Create scorecard.

Not sure where to start when it comes to creating a Scorecard from scratch? No worries! We've created pre-made Scorecard Templates that that capture common industry metrics and time period trends we recommend reviewing on a regular basis to keep a pulse on the health of your practice(s).

Just click on the Scorecard Templates tile on your Scorecards dashboard to get started.

Follow along with our step-by-step guide to learn more about how to use Scorecard Templates.

Looking for an easier way to organize and locate your Scorecards at a glance? Add unique logos/images to each Scorecard in Scorecard Settings.

Drag and drop your image or upload it, then save your changes. Your logo/image will now show by the Scorecard name and on your Scorecards list.

Learn more about Scorecard Settings here.

Open any Scorecard and click on the robot icon in the upper right corner to chat with your Scorecards AI Assistant and get AI-powered insights for the selected scorecard. Learn more about using the Scorecards AI Assistant.

DSO Scorecards can be shared with other Analytics users or locations in just a few clicks. Check out our step-by-step guide here to learn how.