Dental Dashboard? How to Choose One For Your Growing Organization


Dental Dashboard? How to Choose One For Your Growing Organization

Dec 02, 2020

The practice of dentistry is like a two-sided coin. One is the clinical side, and the other is the business side. To deliver high-quality clinical care and optimize practice growth and profitability is a balancing act, and here’s where a dental dashboard can improve the odds.

What’s so special about a dental dashboard?

Let’s focus on the business side of dentistry for a moment. In the practice of dentistry, there’s a substantial amount of data that is captured, and parsing and analyzing this data can lead to great learnings that can enhance your organization’s profitability. 

But business intelligence is a lot more than just facts and figures. It is the raw material that drives your understanding of the health of your practice/organization. When this data is presented in a report, it provides a useful guide on focus areas. 

Here are some of the most valuable pieces you’ll be able to see on a BI platform: 

  • Relevant metrics that highlight the essential KPIs (Key Performance Indicators) 
  • Growth tracking that reveals how your daily decisions are impacting your business alongside KPIs
  • Reflection and forecasting to stay on top of trends that have produced growth and chart your future.
  • Deep-dive capabilities that get beneath the surface and determine what’s influencing your data

A dental dashboard (hint: Jarvis) keeps all of these pieces up-to-date and easy-to-navigate in real-time, configurable, and customizable reports.

How to choose a dental dashboard that covers all of your clinical and operational KPIs

Essentially, your choice is narrowed to your organization’s needs, growth, and related objectives. Use the following themes to help you decide when choosing your first or next dental dashboard.

Does it stimulate usability across all your teams?

Data in whatever form can be overwhelming. More so, it should stimulate understanding about the related specifics you’re tracking. 

Less clutter – more clarity

The more complex your organization, the higher your data complexity. A dental dashboard should be capable of helping you, your team, and those who manage them get a clear visual of your measurables.

Organized context – sustained performance.

Random, all-over-the-map data blurs production goals and targets. Organizing them into categories helps pinpoint where performance spikes and dips are occurring throughout your organization. 

High usability – low learning curve

Your organization’s data and metrics should be easily translated into workflows and actions that impact your bottom-line. That raises the bar on your dashboard’s usefulness…to everyone on your team. A low learning curve allows those who are less tech-savvy to be in the driver’s seat when necessary.

Can it adapt, be automated, and function in real-time?

These days most organizations rely less on traditional, hardware-based systems. BI resources are mostly cloud-based.

That said, it’s somewhat necessary that your dental dashboard be adaptable to cloud technology and platforms. 

Automation allows for simplicity. It also saves time and reduces system complexities that can bog down your dental practice(s) workflows.

  • Pull data from systems in real-time without delays.
  • Stay current on performance metrics and routine evaluations.
  • Improve accuracy for more informed decisions based on your data

Is it aggregated?

This is the sweet spot if you’re a group dental practice…or a DSO. It is vital to pull and access data across your entire organization. 

  • Save time and team energy with one-point access.
  • Assimilate data from each location for clarity and actionable planning
  • Drill-down into each practice location’s KPIs

Does it integrate with your current (or future) PM (Practice Management) platform and provide one-stop data access?

Integration might be the linchpin when choosing a dental dashboard. Its ability to plug-and-play with your current (or future) PM system is key to mining your data for growth opportunities… regardless if you are using Dentrix, Denticon, or OpenDental. Your dashboard should be able to connect to one or all, from all your locations, with all your data, in real-time.

Beyond your comprehensive PM platform, it’s also vital that your chosen dashboard easily integrates with other business tools – including Google, Facebook, and other social media channels you use for marketing your practice/organization.

  • Gather and communicate information accurately and in-the-moment
  • Compare data to determine trends and gaps.
  • Analyze dental marketing strategies to enhance patient engagement

Will it allow you to tailor it to your preferences?

Each practice is unique. And even amongst those that make up your organization or DSO, practices have differences. 

This makes customization an essential feature for your dental dashboard so that you are not bound by default settings and layouts and can personalize your platform according to your workflows, routines, and systems.

Does it provide accessibility and use limitations?

Data sharing is often an essential part of organizational planning and growth strategies. But some data is for a few-eyes-only. A key aspect of a useful BI platform is the ability to configure each individual’s views according to what data they need access to complete their job. 

Is it mobile/portable capable?

Tablets and smartphones have long since replaced file-folders and hard-copy spreadsheets. App and web-based software are improving remote data access. 

An easy path to choosing a dental dashboard

Managing your metrics, data, and essential KPIs requires an amount of time and energy. Streamline the process with an all-in-one solution that includes the essential capabilities expected from a dental dashboard.

The Jarvis Analytics platform helps assure that you’re tracking the important metrics and staying on-track with your goals as your dental practice and/or DSO grows and expands


  • Integrates seamlessly with your chosen practice management software/platform
  • Presents the metrics you want and need in an easy-to-view dental dashboard that reduces data complexity for growing dental practices, dental groups, and DSOs

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