Prototype · Sample Data As of June 28, 2026

Client KPI Dashboard

Practice performance overview

Collections (YTD)

$1.42M

▲ 8.6% vs PY

Prior year: $1.31M

Overhead % of Collections

61.4%

▼ 2.1 pts

Target: ≤ 60%

Net Profit Margin

28.9%

▲ 3.0 pts

Prior year: 25.9%

A/R Over 90 Days

$38.2K

▲ 4.4%

Watch item

Monthly Collections vs Production

Trailing 12 months — sample data

% of collections — sample data

Practice performance — sample data

Metric	Actual	Target	Status
Production / day	$6,180	$6,000	On track
Case acceptance	71%	75%	Near
Hygiene % of production	24%	25%	Near
Recare rate	82%	80%	On track
New patients / month	31	40	Below

Outstanding balances — sample data