Analytics DSO: Scorecards

Learn how to create and manage DSO scorecards in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated this week

Dental Intelligence is excited to announce that DSO Scorecards are now in Beta!

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 DSO 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

  • Created by

  • Permissions

  • Creation date

  • Creation time

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

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: Previous 3 weeks

  4. To change the default settings, click on the dropdown lists available for the Time Range, Locations, and Metrics. 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 clicking on the expanding arrow next to each of the selected locations

  7. When finished applying your selections, click the blue Save changes button in the upper right corner and choose Replace existing scorecard

Important note: Scorecards created by Analytics users are not available globally and cannot be shared with other users in your practice. Each Analytics user must create their own scorecards when using DSO Scorecards.

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 button 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 Replace existing scorecard or Save as new scorecard

Did this answer your question?