Six guides on getting from an export to a dashboard someone opens on Monday morning.
The practical side — which tool fits, what your practice management system already hands you, and how long it takes to get a working board.
The six guides
A plain-English guide to Power BI for clinics: how medical & dental practices turn three everyday EMR exports into a 5-page management dashboard in about 15 minutes — no consultant, no Pro license.
Power BI Pro costs $14/user/month, but Power BI Desktop is free — so you can build a full clinic dashboard for $0. Pro pricing, licensing, and what you actually need.
Build a real, interactive KPI dashboard in Excel — an Excel Table, PivotTables and one slicer that filters everything. Step by step, plus the version limits nobody mentions.
Both dental systems are full of reports — the catch is getting the numbers out into a trended view. Open Dental hands you the database; Dentrix hands you exports. The reports that matter, and the real difference.
Build a real, interactive KPI dashboard in Google Sheets with pivot tables, QUERY and one slicer that filters everything — step by step, plus the limits (cell cap, IMPORTRANGE refresh) nobody mentions.
How to build a gauge chart in Excel — there's no native one, you fake it with a doughnut and a pie — the one case it earns its space, and five ways it misleads.