Analytics: Scorecards Overview
Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

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:

  • By locations

  • By providers

  • By procedure codes

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 โ€” all in one centralized space.

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

Navigate the Scorecards Dashboard

To access Scorecards for single location users, 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 user, your Scorecards will be located as part of your DSO Dashboards menu:

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 (Providers, Locations, Procedure Codes)

  • 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

Click here to learn more about how to share 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. Hover over each metric to view a definition of what is being measured/captured in the dataset

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

  5. Click on the report icon anywhere you see it to expand visualizations for each selected metric and/or locations

Scorecard Settings

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:

  • Grouping: If you are a multi-location user or DSO, choose to group data by region or brand

  • Goal Indicators: Toggle goals on/off

  • Trend Indicators: Toggle trends on/off

  • Industry Benchmarks: Metrics with industry data available will show industry levels in the performance visualizations section of the scorecard; toggle on/off

When finished, click Apply to update your scorecard settings.

Export a Scorecard

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

Note: Scorecards will export showing all data that has been expanded. If you would like to include data from any of the drilldowns, be sure to expand those areas before exporting.

Quickly expand (or collapse) all data at once by clicking on the expansion arrow in the Scorecard header.

Scorecard Visualizations

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 Time Period and Visualize Trends tabs.

The Visualize Time Period 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.

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).

Scorecards for DSOs

Multi-location Location and Provider Scorecards are for users who are part of a dental service organization or have access to more than one location.

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

Scorecards for Single Locations

Scorecards for single locations are for users who belong to a single practice or do not have access to any other locations in their organization.

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

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