DentiEdge Dashboard 2 - Houston DSO | 4eDental

- English
- French
- German
- Portuguese
- Light
- Dark
- System
Shortcuts

Calendar Appointments

Invoice App Manage Accounts

User App Manage Users

Role Management Permission

Dashboard User Profile

Setting Account Settings

FAQs FAQs & Articles

Modals Useful Popups
5
- Notification
- - Congratulation Lettie 🎉
    
    Won the monthly best seller gold badge
    1h ago
  - CF
    
    Charles Franklin
    
    Accepted your connection
    12hr ago
  - New Message ✉️
    
    You have new message from Natalie
    1h ago
  - Whoo! You have new order 🛒
    
    ACME Inc. made new order $1,154
    1 day ago
  - Application has been approved 🚀
    
    Your ABC project application has been approved.
    2 days ago
  - Monthly report is generated
    
    July monthly financial report is generated
    3 days ago
  - Send connection request
    
    Peter sent you connection request
    4 days ago
  - New message from Jane
    
    Your have new message from Jane
    5 days ago
  - CPU is running high
    
    CPU Utilization Percent is currently at 88.63%,
    5 days ago
- View all notifications
- John Doe Admin
- My Profile
- Settings
- Billing 2
- FAQ
- Pricing
- Log Out

Total Revenue

₹12,500,000

+8.2% vs last month

Avg. Production per Patient

₹3,200

+2.5% vs last month

Missed Goals

3

2 more than last month

Untreated Production

Category	Untreated Amount	Patients
Diagnostics	₹50,000	12
Preventative	₹40,000	10
Endo	₹30,000	8
Perio	₹25,000	7
Oral Surgery	₹20,000	5
Cosmetics	₹15,000	4
Laser	₹10,000	3
Ortho	₹8,000	2
Pedo	₹6,000	2
Prosthodontics	₹5,000	1
Implants	₹4,000	1

Collection Analysis

Payment Method	Amount Collected	Number of Transactions	Average per Transaction	Collection Rate
Cash	₹45,000	25	₹1,800	85%
Credit Card	₹78,000	42	₹1,857	92%
Insurance	₹120,000	38	₹3,158	78%
Payment Plans	₹35,000	15	₹2,333	65%
Digital Payments	₹22,000	18	₹1,222	88%

Payment Method	Amount Collected	Number of Transactions	Average per Transaction	Collection Rate
Cash	₹315,000	175	₹1,800	87%
Credit Card	₹546,000	294	₹1,857	94%
Insurance	₹840,000	266	₹3,158	81%
Payment Plans	₹245,000	105	₹2,333	68%
Digital Payments	₹154,000	126	₹1,222	90%

Payment Method	Amount Collected	Number of Transactions	Average per Transaction	Collection Rate
Cash	₹1,350,000	750	₹1,800	89%
Credit Card	₹2,340,000	1,260	₹1,857	95%
Insurance	₹3,600,000	1,140	₹3,158	83%
Payment Plans	₹1,050,000	450	₹2,333	71%
Digital Payments	₹660,000	540	₹1,222	92%

Payment Method	Amount Collected	Number of Transactions	Average per Transaction	Collection Rate	Previous Year
Cash	₹16,200,000	9,000	₹1,800	91%	₹15,500,000
Credit Card	₹28,080,000	15,120	₹1,857	96%	₹26,800,000
Insurance	₹43,200,000	13,680	₹3,158	85%	₹41,500,000
Payment Plans	₹12,600,000	5,400	₹2,333	74%	₹11,800,000
Digital Payments	₹7,920,000	6,480	₹1,222	94%	₹7,200,000

Cash Credit Card Insurance Payment Plans Digital Payments

Goals Dashboard

Procedure Category	Actual	Target	Analysis
Periodontics			-15%
Endo			10x
Surgery & Implants			-20%
General Hygiene			-5%
New Patient Registration			+20%

Actual Target Target (Missed)

Progress vs Goals

Day	Actual Revenue	Set Goals
Mon	12000	14000
Tue	15000	16000
Wed	14000	15500
Thu	17000	18000
Fri	16000	17000
Sat	20000	21000
Sun	18000	19000

Week	Actual Revenue	Set Goals
Wk1	90000	95000
Wk2	95000	100000
Wk3	100000	110000
Wk4	110000	120000

Month	Actual Revenue	Set Goals
Jan	120000	140000
Feb	150000	160000
Mar	140000	155000
Apr	170000	180000
May	160000	170000
Jun	200000	210000

Year	Actual Revenue	Set Goals	Last Year
2021	800000	850000	700000
2022	850000	900000	800000
2023	900000	950000	850000
2024	950000	1000000	900000
2025	1000000	1050000	950000

Actual Revenue Set Goals

Appointment Analysis

Actual Ideal

Date	Actual	Ideal	Gap
2025-06-01	30	45	-15
2025-06-02	28	45	-17
2025-06-03	47	45	+2
2025-06-04	33	45	-12
2025-06-05	42	45	-3
2025-06-06	45	45	0
2025-06-07	25	45	-20

Week	Actual	Ideal	Gap
2025-W22	210	225	-15
2025-W23	230	225	+5
2025-W24	200	225	-25
2025-W25	225	225	0

Month	Actual	Ideal	Gap
2025-04	900	950	-50
2025-05	980	950	+30
2025-06	870	950	-80

Year	Actual	Ideal	Gap
2021	12000	14000	-2000
2022	13000	14500	-1500
2023	14000	15000	-1000
2024	15000	15500	-500
2025	16000	16000	0

Production Analysis by Category (%)

Category	Actual %	Ideal % Range	Improvement Analysis
Diagnostics	80	90	Below
Preventative	120	130	Within Range
Endo	60	70	Below
Periodontics	90	100	Within Range
Surgery	50	60	Below
Cosmetics	70	80	Below
Laser	30	40	Below
Ortho	40	50	Below
Pediatric	40	50	Within Range
Prosthodontics	70	80	Within Range
Implants	50	60	Within Range

Category	Actual %	Ideal % Range	Improvement Analysis
Diagnostics	110	120	Below
Preventative	170	180	Within Range
Endo	100	110	Below
Periodontics	130	140	Within Range
Surgery	90	100	Below
Cosmetics	120	130	Below
Laser	60	70	Below
Ortho	80	90	Below
Pediatric	70	80	Within Range
Prosthodontics	110	120	Within Range
Implants	80	90	Within Range

Category	Actual %	Ideal % Range	Last Year	Improvement Analysis
Diagnostics	120	130	110	Below
Preventative	180	190	170	Within Range
Endo	110	120	100	Below
Periodontics	140	150	130	Within Range
Surgery	100	110	90	Below
Cosmetics	130	140	120	Below
Laser	70	80	60	Below
Ortho	90	100	80	Below
Pediatric	80	90	70	Within Range
Prosthodontics	120	130	110	Within Range
Implants	90	100	80	Within Range

Actual Ideal

Category	Actual %	Ideal % Range	Improvement Analysis
Diagnostics	10	10–12	Within Range
Preventative	15	15–20	Within Range
Endo	8	10–12	Below
Periodontics	12	12–15	Within Range
Surgery	5	8–12	Below
Cosmetics	9	10–12	Below
Laser	4	5–8	Below
Ortho	7	8–10	Below
Pediatric	6	6–8	Within Range
Prosthodontics	10	10–12	Within Range
Implants	6	5–10	Within Range

Office Production Breakdown

Role	Actual %	Ideal % Range	Delta Analysis
Hygiene	160	150–170	Within Range
Doctors	270	250–300	Within Range
Specialists	70	60–80	Within Range

Role	Actual %	Ideal % Range	Delta Analysis
Hygiene	320	300–350	Within Range
Doctors	540	500–600	Within Range
Specialists	140	100–150	Within Range

Role	Actual %	Ideal % Range	Last Year	Delta Analysis
Hygiene	3200	3000–3500	3000	Within Range
Doctors	5400	5000–6000	5000	Within Range
Specialists	1400	1000–1500	1200	Within Range

Actual Ideal

Role	Actual %	Ideal % Range	Delta Analysis
Hygiene	32	30–35	Within Range
Doctors	54	50–60	Within Range
Specialists	14	10–15	Within Range

Case Acceptance (%)

Case Type	Actual %	Ideal %	Gap Indicator
Basic	75	80	-5%
Moderate	65	70	-5%
Complex	45	50	-5%

Case Type	Actual %	Ideal %	Gap Indicator
Basic	75	80	-5%
Moderate	65	70	-5%
Complex	45	50	-5%

Case Type	Actual %	Ideal %	Gap Indicator
Basic	75	80	-5%
Moderate	65	70	-5%
Complex	45	50	-5%

Case Type	Actual %	Ideal %	Gap Indicator
Basic	75	80	-5%
Moderate	65	70	-5%
Complex	45	50	-5%

Actual Ideal

Production

Set Goals

$160,000

Actual Results

$135,000

Analysis

↓ 25,000

Actual Target

Periodontics

$20,000 Actual

$25,000 Target

Endodontics

$15,000 Target

$20,000 Target

DSO Multi-Office Production

Actual Target Last Month

Analytics

Periodontics

Actual $45,000

Target $7,000

History $70,000

Analytics

Endo

Actual $25,000

Target $2,600

History $70,000

Analytics

Surgery

Actual $20,600

Target $1,500

History $70,000

Analytics

Implants

Actual $25,000

Target $4,500

History $55,000

Analytics

General Hygiene

Actual $40,000

Target $7,000

History $62,000

Historical Trend (Procedure Categories)

Periodontics Endodontics Surgery Implants General Hygiene

Total Procedures Breakdown per Doctor

Doctor Name	Total Procedures	Revenue Generated	Avg. per Patient	Performance
Dr. Sarah Johnson	8	₹28,000	₹3,500	+15%
Dr. Michael Chen	7	₹25,000	₹3,571	+10%
Dr. Emily Rodriguez	6	₹22,000	₹3,667	+3%
Dr. David Kim	5	₹19,000	₹3,800	-2%
Dr. Lisa Thompson	4	₹15,000	₹3,750	+8%
Dr. Robert Wilson	3	₹12,000	₹4,000	+20%

Doctor Name	Total Procedures	Revenue Generated	Avg. per Patient	Performance
Dr. Sarah Johnson	45	₹155,000	₹3,444	+13%
Dr. Michael Chen	38	₹135,000	₹3,553	+9%
Dr. Emily Rodriguez	32	₹115,000	₹3,594	+1%
Dr. David Kim	28	₹105,000	₹3,750	-1%
Dr. Lisa Thompson	24	₹88,000	₹3,667	+6%
Dr. Robert Wilson	20	₹75,000	₹3,750	+18%

Doctor Name	Total Procedures	Revenue Generated	Avg. per Patient	Performance
Dr. Sarah Johnson	180	₹620,000	₹3,444	+11%
Dr. Michael Chen	155	₹565,000	₹3,645	+7%
Dr. Emily Rodriguez	135	₹490,000	₹3,630	+2%
Dr. David Kim	120	₹445,000	₹3,708	-4%
Dr. Lisa Thompson	105	₹385,000	₹3,667	+4%
Dr. Robert Wilson	88	₹330,000	₹3,750	+16%

Doctor Name	Total Procedures	Revenue Generated	Avg. per Patient	Performance
Dr. Sarah Johnson	245	₹850,000	₹3,469	+12%
Dr. Michael Chen	198	₹720,000	₹3,636	+8%
Dr. Emily Rodriguez	176	₹640,000	₹3,636	+2%
Dr. David Kim	156	₹580,000	₹3,718	-3%
Dr. Lisa Thompson	134	₹490,000	₹3,657	+5%
Dr. Robert Wilson	112	₹420,000	₹3,750	+15%

Breakdown of Procedure per Doctor

Doctor Name	Procedure Category	Number of Procedures	Revenue	% of Total
Dr. Sarah Johnson	Diagnostics	2	₹8,000	18.2%
Preventative	2	₹8,000	25.0%
Endo	2	₹14,000	31.8%
Periodontics	2	₹11,200	25.0%
Dr. Michael Chen	Diagnostics	2	₹8,000	22.2%
Preventative	2	₹8,000	22.2%
Endo	2	₹14,000	31.1%
Periodontics	1	₹5,600	24.4%

Doctor Name	Procedure Category	Number of Procedures	Revenue	% of Total
Dr. Sarah Johnson	Diagnostics	8	₹32,000	17.8%
Preventative	11	₹44,000	24.4%
Endo	8	₹56,000	31.1%
Periodontics	8	₹44,800	22.2%
Dr. Michael Chen	Diagnostics	7	₹28,000	18.4%
Preventative	9	₹36,000	23.7%
Endo	7	₹49,000	30.3%
Periodontics	6	₹33,600	22.1%

Doctor Name	Procedure Category	Number of Procedures	Revenue	% of Total
Dr. Sarah Johnson	Diagnostics	32	₹128,000	17.8%
Preventative	44	₹176,000	24.4%
Endo	32	₹224,000	31.1%
Periodontics	28	₹156,800	22.2%
Dr. Michael Chen	Diagnostics	28	₹112,000	18.1%
Preventative	36	₹144,000	23.2%
Endo	28	₹196,000	30.3%
Periodontics	24	₹134,400	22.1%

Doctor Name	Procedure Category	Number of Procedures	Revenue	% of Total
Dr. Sarah Johnson	Diagnostics	45	₹180,000	18.4%
	Preventative	52	₹208,000	24.5%
	Endo	38	₹266,000	31.3%
	Periodontics	35	₹196,000	23.1%
Dr. Michael Chen	Diagnostics	38	₹152,000	21.1%
	Preventative	42	₹168,000	23.3%
	Endo	32	₹224,000	31.1%
	Periodontics	28	₹156,800	21.8%
Dr. Emily Rodriguez	Diagnostics	32	₹128,000	20.0%
	Preventative	38	₹152,000	23.8%
	Endo	28	₹196,000	30.6%
	Periodontics	25	₹140,000	21.9%
Dr. David Kim	Diagnostics	28	₹112,000	19.3%
	Preventative	32	₹128,000	22.1%
	Endo	24	₹168,000	29.0%
	Periodontics	22	₹123,200	21.2%
Dr. Lisa Thompson	Diagnostics	24	₹96,000	19.6%
	Preventative	28	₹112,000	22.9%
	Endo	20	₹140,000	28.6%
	Periodontics	18	₹100,800	20.6%
Dr. Robert Wilson	Diagnostics	20	₹80,000	19.0%
	Preventative	24	₹96,000	22.9%
	Endo	18	₹126,000	30.0%
	Periodontics	16	₹89,600	21.3%

Patients Seen by Category

Department/Category	Patients Seen	Revenue Generated	Avg. Revenue per Patient	% of Total Patients	Performance
Endodontics	12	₹84,000	₹7,000	20.0%	+12%
Implants	8	₹120,000	₹15,000	13.3%	+8%
Periodontics	15	₹67,500	₹4,500	25.0%	+2%
Orthodontics	10	₹45,000	₹4,500	16.7%	+15%
General Dentistry	15	₹52,500	₹3,500	25.0%	+5%

Department/Category	Patients Seen	Revenue Generated	Avg. Revenue per Patient	% of Total Patients	Performance
Endodontics	65	₹455,000	₹7,000	19.8%	+11%
Implants	42	₹630,000	₹15,000	12.8%	+7%
Periodontics	82	₹369,000	₹4,500	25.0%	+1%
Orthodontics	55	₹247,500	₹4,500	16.8%	+14%
General Dentistry	84	₹294,000	₹3,500	25.6%	+4%

Department/Category	Patients Seen	Revenue Generated	Avg. Revenue per Patient	% of Total Patients	Performance
Endodontics	280	₹1,960,000	₹7,000	19.5%	+10%
Implants	180	₹2,700,000	₹15,000	12.5%	+6%
Periodontics	360	₹1,620,000	₹4,500	25.0%	+1%
Orthodontics	240	₹1,080,000	₹4,500	16.7%	+13%
General Dentistry	380	₹1,330,000	₹3,500	26.4%	+3%

Department/Category	Patients Seen	Revenue Generated	Avg. Revenue per Patient	% of Total Patients	Performance
Endodontics	3,360	₹23,520,000	₹7,000	19.2%	+9%
Implants	2,160	₹32,400,000	₹15,000	12.3%	+5%
Periodontics	4,320	₹19,440,000	₹4,500	24.7%	+1%
Orthodontics	2,880	₹12,960,000	₹4,500	16.5%	+12%
General Dentistry	4,560	₹15,960,000	₹3,500	26.1%	+2%

Patient Analysis

Age Group	Total Patients	% of Total	Avg. Treatment Value	Retention Rate
18-25	1,250	15%	₹2,800	78%
26-35	2,100	25%	₹3,200	82%
36-45	2,400	29%	₹4,100	85%
46-55	1,800	22%	₹5,200	72%
55+	850	10%	₹6,800	68%

Phone Data Analysis

Total Calls

8,450

+12% vs last month

Conversion Rate

68%

+5% vs last month

Avg. Call Duration

4.2 min

-0.3 min vs last month

Missed Calls

12%

-3% vs last month

Week	Total Calls	Answered	Missed	Conversion Rate	Avg. Duration
Week 1	1,250	1,100	150	72%	4.5 min
Week 2	980	890	90	75%	3.8 min
Week 3	1,120	1,020	100	68%	4.2 min
Week 4	850	780	70	70%	4.0 min

Overhead Analysis

Total Overhead

₹2.8M

+8% vs last month

Overhead % of Revenue

18.4%

-1.2% vs last month

Cost per Patient

₹1,250

-5% vs last month

Overhead Category	Amount	% of Total	vs Last Month	Trend
Staff Salaries	₹1.2M	42.9%	+5%	↓
Rent & Utilities	₹450K	16.1%	+2%	↓
Equipment & Supplies	₹380K	13.6%	+12%	↑
Marketing	₹320K	11.4%	+15%	↑
Insurance & Legal	₹280K	10.0%	+3%	↓
Other	₹170K	6.1%	+8%	↓

Team Analysis

Total Staff

156

+8 new this month

Avg. Productivity

87%

+3% vs last month

Retention Rate

94%

+2% vs last month

Training Hours

2,450

+15% vs last month

Role	Count	Avg. Productivity	Avg. Salary	Turnover Rate	Satisfaction Score
Dentists	24	92%	₹85,000	3%	4.2/5
Hygienists	32	88%	₹45,000	5%	4.1/5
Assistants	48	82%	₹32,000	8%	3.8/5
Receptionists	28	85%	₹28,000	4%	4.0/5
Managers	12	90%	₹65,000	2%	4.3/5

Profitability Analysis

Gross Profit

₹8.2M

+15% vs last month

Net Profit

₹5.4M

+12% vs last month

Profit Margin

35.5%

+2.1% vs last month

ROI

28.4%

+3.2% vs last month

Month	Revenue	Costs	Gross Profit	Net Profit	Margin	ROI
January	₹2.8M	₹1.2M	₹1.6M	₹1.1M	39.3%	32.1%
February	₹2.2M	₹980K	₹1.22M	₹850K	38.6%	30.8%
March	₹1.9M	₹850K	₹1.05M	₹720K	37.9%	29.5%

Insurance Analysis

Total Claims

4,250

+8% vs last month

Approval Rate

94.2%

+1.5% vs last month

Avg. Processing Time

12.5 days

-2.1 days vs last month

Rejection Rate

5.8%

-1.5% vs last month

Insurance Provider	Claims Submitted	Approved	Rejected	Approval Rate	Avg. Processing Time	Avg. Claim Amount
Delta Dental	1,250	1,185	65	94.8%	10.2 days	₹2,850
MetLife	980	920	60	93.9%	14.8 days	₹3,200
Aetna	850	795	55	93.5%	11.5 days	₹2,650
Cigna	720	675	45	93.8%	13.2 days	₹2,950
UnitedHealth	450	415	35	92.2%	15.5 days	₹3,450

Office Health Score

Overall Score

87/100

+3 points

Financial

92/100

+2 points

Operational

84/100

+1 point

Patient

89/100

+4 points

Team

86/100

+2 points

Compliance

82/100

+1 point

Month	Overall Score	Financial	Operational	Patient	Team	Compliance	Trend
Current Month	89/100	94/100	87/100	91/100	88/100	85/100	↑
Previous Month	86/100	90/100	85/100	88/100	85/100	82/100	↑
2 Months Ago	84/100	88/100	82/100	86/100	83/100	80/100	↑

DentiEdge Clinic List

Country	State	City	Clinic Name	Clinic Owner	Status	Total Patients	Monthly Revenue
USA	California	Los Angeles	LA Dental Care	Dr. Sarah Johnson	Active	2,450	₹2.8M
USA	California	San Francisco	SF Smile Studio	Dr. Michael Chen	Active	1,890	₹2.2M
USA	Texas	Houston	Houston Dental Group	Dr. Emily Rodriguez	Active	1,650	₹1.9M
India	Maharashtra	Mumbai	Mumbai Dental Clinic	Dr. Priya Patel	Active	1,420	₹1.6M
India	Karnataka	Bangalore	Bangalore Smiles	Dr. Rahul Sharma	Pending	980	₹1.4M
UK	England	London	London Dental Practice	Dr. Emily Clark	Active	1,120	₹1.2M
USA	New York	New York City	NYC Dental Center	Dr. David Kim	Inactive	750	₹0.8M
India	Delhi	New Delhi	Delhi Dental Hub	Dr. Lisa Thompson	Active	1,350	₹1.5M

Congratulation Lettie 🎉

Charles Franklin

New Message ✉️

Whoo! You have new order 🛒

Application has been approved 🚀

Monthly report is generated

Send connection request

New message from Jane

CPU is running high

Total Revenue

₹12,500,000

Avg. Production per Patient

₹3,200

Missed Goals

3

Untreated Production

Collection Analysis

Goals Dashboard

Progress vs Goals

Appointment Analysis

Production Analysis by Category (%)

Office Production Breakdown

Case Acceptance (%)

Production

DSO Multi-Office Production

Historical Trend (Procedure Categories)

Total Procedures Breakdown per Doctor

Breakdown of Procedure per Doctor

Patients Seen by Category

Patient Analysis

Phone Data Analysis

Total Calls

8,450

Conversion Rate

68%

Avg. Call Duration

4.2 min

Missed Calls

12%

Overhead Analysis

Total Overhead

₹2.8M

Overhead % of Revenue

18.4%

Cost per Patient

₹1,250

Team Analysis

Total Staff

156

Avg. Productivity

87%

Retention Rate

94%

Training Hours

2,450

Profitability Analysis

Gross Profit

₹8.2M

Net Profit

₹5.4M

Profit Margin

35.5%

ROI

28.4%

Insurance Analysis

Total Claims

4,250

Approval Rate

94.2%

Avg. Processing Time

12.5 days

Rejection Rate

5.8%

Office Health Score

Overall Score

87/100

Financial

92/100

Operational

84/100