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Evaluation Video

Financial Management

OMS and Other Dental Specialists

Professional Staff

PM23 - Metrics and Goals: The Numbers Start the Story

Saturday, September 14, 2024
10:30 AM – 12:30 PM EDT
Location: W231, Orange County Convention Center
CE: 2.0 CDE
Recorded<br><i>This session will be recorded and available beginning Sept. 30.</i>
Key performance indicators (KPIs) are the numbers used to measure business success. These key numbers tell a practice how it is performing and how successful the team is. This session will teach attendees how to examine, calculate and interpret KPIs, as well as how to utilize them to effect change and build success. br/>

Learning Objectives:

At the conclusion of this presentation, participants should be able to:
  1. Describe the necessary KPIs to track and how they affect a business.
  2. Determine which reports should be run daily, weekly, monthly and yearly.
  3. Develop goals and bonuses and set up the practice for growth.
  4. Analyze benchmarks and trends in the OMS office.
  5. Choose conversations to have with the team and understand how the team is involved in practice success.