--- title: "KPI dashboards for dental practices" description: "KPI dashboards for dental practices: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO and runway." url: https://ledgerbpo.com/industries/dental-practices/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for dental practices A financial dashboard for dental practices should put production, collections and overhead on one page the owner can open between patients. We build it in Fathom, Google Looker Studio or your accounting software's reporting layer from reconciled books and practice-management exports, refreshing financial tiles after each close and production, collections and aging tiles weekly. The tiles dentists ask for are production by provider, collection ratio, adjustments as a percent of production by plan, lab and supply cost as a percent of collections, overhead ratio, insurance AR over 30 days, hygiene margin and cash in weeks of payroll. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for dental practices Each tile links to the report behind it. ## What are financial dashboard services? Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for. ## What we handle for dental practices - Show production and collections by provider with the collection ratio each week - Display adjustments as a percent of production by plan with a trend - Track lab, supply and staff cost as a percent of collections - Present insurance AR over 30 days by plan and patient credits outstanding - Express cash on hand in weeks of payroll and fixed overhead ## The KPI that matters here Dashboard refreshed within two business days of each close, with production, collections and aging tiles updated weekly. ## Dental compliance notes ### HIPAA Dental claims, EOBs and patient ledgers are protected health information. We sign a BAA, staff are HIPAA-trained, access to your practice-management system is role-limited with MFA, and the accounting file carries batch totals and claim numbers rather than patient names. ### PPO and payer contracts Each PPO agreement sets the fee schedule, what can be billed to the patient, coordination-of-benefits rules and how overpayments are returned. We record adjustments according to the contract and keep the fee schedules current so underpayments can be identified and refunds are handled the way the contract requires. ### Patient credits and unclaimed property Prepaid treatment that is not completed and insurance payments that arrive after the patient paid create credit balances. We age them monthly and prepare refunds for your approval, because unrefunded credits may become reportable unclaimed property under state law after a dormancy period. ### Card data and patient financing Our agents never take or store card numbers; patients pay through your terminal, portal or financing partner. Financing payouts from CareCredit, Sunbit or similar programs are reconciled net of the merchant discount, and promotional-plan terms are recorded so the cost of financing is visible. ## Dental software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - [Square](https://ledgerbpo.com/software/square/) - Dentrix - Open Dental - Eaglesoft - Dentrix Ascend - [All 50 platforms](https://ledgerbpo.com/software/) ## More for dental practices Other services for dental - [Bookkeeping](https://ledgerbpo.com/industries/dental-practices/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/dental-practices/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/dental-practices/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/dental-practices/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/dental-practices/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/dental-practices/month-end-close/) - [All dental services](https://ledgerbpo.com/industries/dental-practices/) KPI dashboards in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/kpi-dashboards/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/kpi-dashboards/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/kpi-dashboards/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/kpi-dashboards/) - [The full kpi dashboards page](https://ledgerbpo.com/services/kpi-dashboards/) ## Frequently asked questions ### What KPIs should a dental practice track? Collection ratio, production by provider, adjustments as a percent of production by plan, overhead ratio, lab and supply cost as a percent of collections, staff cost as a percent of collections, hygiene margin, insurance AR over 30 days and cash in weeks of payroll. Those explain most changes in profit and can all be drawn from your books and practice-management reports. ### Can the dashboard show each doctor and each location? Yes. Production, collections and adjustments are tagged by provider in the practice-management system, and costs are coded by location class in the accounting file. Each doctor can see their own production and collection ratio, and each location gets an overhead view, while the owner sees the group. Shared costs are allocated by a rule you approve. ### How often does the dashboard update? Financial tiles update after the month-end close, usually by the fifth business day. Production, collections and insurance aging tiles update weekly, in time for the Monday huddle. We do not publish unreconciled daily figures, because the value of the dashboard depends on every tile tying back to the books and the day sheet. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/dental-practices/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt