Free Orthodontic KPI Dashboard | Practice Metrics
Orthodontic KPI Dashboard
Track essential practice metrics like new patient consultations, case acceptance rates, and production to drive growth.
6-Month Performance Trends
MarJun015304560$0k$45k$90k$135k$180k
New Exams
Case Starts
Total Production
Monthly Data Ledger
Edit any month's figures below to simulate KPI changes.
| Month | New Exams | Starts | Acceptance Rate | Total Production | Avg Per Start | |
|---|---|---|---|---|---|---|
| Jan | 62.2% | $ | $5,179 | |||
| Feb | 57.9% | $ | $5,227 | |||
| Mar | 61.9% | $ | $5,192 | |||
| Apr | 64.0% | $ | $5,250 | |||
| May | 63.8% | $ | $5,167 | |||
| Jun | 66.7% | $ | $5,450 | |||
| Add Month |
Why start here?
Monitor practice health
Keep a pulse on the most critical metrics that determine the success and growth of your clinic.
Track conversion rates
Measure the percentage of consultations that turn into active case starts.
Real-time simulation
Edit any month's figures and watch acceptance rates, averages, and charts update instantly.
Make it yours
Use this as a starting template to build a fully integrated patient tracking and treatment coordination CRM using Floot.
Who is this for?
Orthodontic practice owners
looking to monitor clinic performance
Office managers
in dental clinics handling daily operations
Dental business consultants
analyzing practice data for clients
About Orthodontic KPI Dashboard
Measuring the health of an orthodontic practice goes far beyond simply looking at the bank account at the end of the month. To truly understand clinic growth and operational efficiency, doctors and office managers must track specific Key Performance Indicators (KPIs) like new patient consultations, total case starts, and case acceptance rate. These metrics provide a clear window into how effectively the front office and treatment coordinators are converting leads into active patients.
Monthly tracking is essential because it highlights trends before they become serious issues. For example, if new patient exams are high but case starts remain low, the data indicates a bottleneck in the consultation process, financing options, or follow-up procedures. Conversely, a high acceptance rate combined with low overall production might signal that average treatment fees need to be adjusted.
By relying on data-driven decisions rather than gut feelings, orthodontic practices can optimize their marketing spend, improve patient communication, and ultimately accelerate revenue growth. A simple, visual KPI dashboard keeps the entire team aligned on goals and clearly illustrates the tangible impact of improving the patient experience from the initial phone call to the final contract signature.
How it works
Input monthly metrics
Enter the number of new patient exams, case starts, and total production for each month.Review calculations
The dashboard automatically calculates your case acceptance rate and average production per start.Analyze trends
Review the 6-month performance chart to spot patterns in exams, starts, and production over time.Want more?
Hit "Use this template" to build your own version with historical charts, team member logins, and goal tracking in minutes. It's free to get started!
Want to customize this tool?
Take this tool to the next level. Build your own version with user accounts, custom databases, and more in just a few minutes using Floot. It's completely free to start with our generous free credits.