When teams are aligned, the rest comes easy. Scorecards help you unite team members and streamline processes so your organization can achieve clear goals, informed teams, and frictionless work toward shared objectives. You can create Scorecards in the following focus areas:

Our customizable Scorecards give you a quick, simple, and complete understanding of the metrics that matter most to you. With Scorecards, you can compare clinics, identify trends over time, and stay updated on how your organization is performing — all in one centralized space.

In this article, we'll provide an overview of:

To access Scorecards for single location practices, hover over the Dashboards icon in the left side navigation of Analytics and then click on Scorecards.

If you are part of a DSO or multi-location practice, your Scorecards will be located as part of your DSO Dashboards menu. Click on Scorecards.

From the Scorecards Dashboard, click on the purple My Scorecards tile to view scorecards you have created. Click on the orange Scorecards shared with me tile to view scorecards created by others. Click on the blue Scorecard Templates tile to view pre-made scorecards created by Dental Intelligence.

Or, search for scorecards by name using the search bar:

Review existing scorecards and sort using the available columns:

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:

Create a new scorecard from scratch by clicking on the blue + Create Scorecard button in the upper right corner of the 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 or what metrics to choose when creating a Scorecard? We've curated 14 unique Scorecards templates that capture common industry metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.

Click on the Scorecard Templates tile on your Scorecards dashboard to get started:

Next, click on a template to open it and view data for the pre-selected metrics.

Adjust how your scorecard appears and toggle displays on/off. Open a scorecard, then click on the Settings button.

Depending on the scorecard type you have selected, you can adjust the following settings:

When finished, click Apply to update your scorecard settings.

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

In addition to reviewing visualized data by clicking on the report icons found in the Scorecard header and drilldowns, you can also jump to a visualizations only view by clicking on the Visualize Performance and Visualize Trends tabs.

The Visualize Performance tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and goal (if set).

The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among locations or providers.

Hover over over each data point to quickly view the details of the selected metric. Click on the location or provider name to hide/show the trend line from the presentation.

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).