Revenue
Track monthly clinic revenue and identify changes over time.
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Free Excel Tool
Dental Clinic Financial KPI Scorecard
Get a clearer view of your clinic's revenue, payroll, profitability, and cash flow with a simple monthly financial dashboard built for dental clinic owners.
No email required. No signup. Instant download.
What's included
See your clinic's financial performance more clearly
Financial statements are useful, but clinic owners also need visibility into the underlying drivers of financial performance. The scorecard brings those drivers together in one monthly view.
Payroll
Monitor staffing and compensation costs relative to revenue.
Profitability
See operating profit and margin trends more clearly.
Provider Performance
Understand revenue generated across dentists and hygienists.
Cash Flow
Monitor cash balances and the clinic's financial position.
Accounts Receivable
Keep visibility into outstanding receivables relative to clinic revenue.
One dashboard. The numbers that matter.
Enter your monthly financial information and the scorecard automatically calculates key performance indicators and trends to help you better understand how your clinic is performing.
How it works
Enter Your Numbers
Add your clinic's monthly financial and operating information.
Review Your KPIs
The workbook automatically calculates key financial metrics and trends.
Monitor Performance
Use the dashboard each month to identify changes in revenue, costs, profitability, and cash flow.
Built for independent dental clinic owners
Whether you manage the clinic's finances yourself or work with a bookkeeper or accountant, the scorecard provides a simple way to organize important financial information and monitor how your practice is performing over time.
Get the Dental Clinic Financial KPI Scorecard
Download the complimentary Excel scorecard and start building a clearer picture of your clinic's financial performance.
Microsoft Excel (.xlsx) · No email gate
Want more visibility into your business's numbers?
Vertex Strategic Finance provides CPA-led accounting, financial reporting, and advisory support to owner-led businesses that want clearer financial information and better insight into performance.
Book a Complimentary ConversationThis resource is provided for general informational purposes only and does not constitute accounting, tax, investment, or financial advice. Financial metrics and appropriate targets vary based on business structure, location, services, operating model, and other factors.