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Analytics DSO: Multi-Location Scorecards
Analytics DSO: Multi-Location Scorecards

Learn how to create and manage DSO location scorecards in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Dental Intelligence is excited to announce that Scorecards are now available in Beta for multi-location users!

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.

In this article, you'll learn how to:

Navigate the Scorecard Dashboard

To access your multi-location Scorecards, hover over the DSO Dashboards icon in the left side navigation of Analytics and then click on DSO Scorecards.

Important note: You must be an Admin user with full access to DSO Scorecards.

For assistance with user permissions, please see our Permissions guide here.

From the Scorecards Dashboard, you can search for scorecards by name using the search bar:

Or, review existing scorecards and sort using the available columns:

  • Name

  • Focus

  • Created by

  • Permissions

  • Creation date

  • Creation time

  • Shared with Others

Click on the up or down arrows in each column to sort the list in ascending/descending order.

Click on the Actions button listed on each scorecard to make the following changes to the selected scorecard:

  • Rename

  • Duplicate

  • Share

  • Delete

How are scorecard trends calculated?

Scorecard trends are calculated using a common data analysis technique known as linear regression, which reliably and predictably converts raw data into actionable insights. Trends are calculated according to the time range and comparison period selected, utilizing each line of produced data as an individual point in the equation.

Data is listed in reverse chronological order with the most recent data shown at the top. Expand the location list to review historical data.

The trend associated with each selected metric is included in the most recent data line item shown at the top of each location list. Depending on the filters/rules that have been applied to the scorecard, trends will show as trending positively or negatively (green or red).

Create a New Scorecard

  1. To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner

  2. Enter the scorecard name and then click Create scorecard

  3. Once the scorecard has been created, the following default settings are automatically applied:

    • Locations: Currently selected practice

    • Metrics: Gross Production and Scheduled Production

    • Time Range: Last week

    • Compare To: Trailing weeks

    • For previous: 3 weeks

  4. To change the default settings, click on the dropdown lists available for the Locations, Metrics, Time Range, and Comparison options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard

  5. If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it

  6. Compare trends and historical data by time period and providers by clicking on the expanding arrow next to each of the selected locations

  7. To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set

  8. Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to compare locations from the same brand or review locations by region. Choose to turn goals/trends on or off, then click Apply

  9. When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm

Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them.

How to Share a Scorecard

Scorecards can be shared with locations. Other users that have access to the shared location will be able to view your shared scorecard.

Please note: Shared scorecards cannot be edited by other location users. The original scorecard author is the only one who can make edits to the scorecard.

To share your scorecard with another location, follow these steps:

  1. From the Scorecard dashboard, locate the scorecard you would like to share and then click on the Actions button

  2. Choose Share

  3. Select the location (or select all) that you would like to share the scorecard with, then click Share

  4. You can tell which scorecards have been shared by the group icon shown in the Shared with Others column

Review an Existing Scorecard

  1. To review an existing scorecard, simply click on the scorecard to open it

  2. Once the scorecard has loaded, you can view the currently selected locations and metrics that apply to the scorecard by reviewing the column labels

  3. Click on the up or down arrows in each column to sort the list in ascending/descending order

  4. Export the selected scorecard as a CSV file by clicking on the Export link in the upper right corner

Revise an Existing Scorecard

  1. Click on the scorecard to open it

  2. To rename a scorecard, click on the pencil icon near the scorecard name

  3. To make changes to scorecard data, use the search bar to locate desired selections, then simply deselect or select a location or metric and click the blue Apply button to generate new results

  4. If you would like to save the changes you've made to the scorecard, click on the blue Save changes button and choose to either Save changes or Save as a new scorecard

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