Custom dashboards in PracticeIQ allow you to build visual, goal-driven views tailored to your role, priorities, or specific focus areas. You can group KPIs, tables, and graphs into sections that best serve your reporting and decision-making needs.
Step 1: Click "New Dashboard"
From the left-hand navigation panel, scroll down and click the ➕ New Dashboard button.
Step 2: Name Your Dashboard
A pop-up will appear:
Enter your dashboard name (e.g., “Custom Dashboard”).
(Optional) Check the Enterprise Dashboard box if you want the dashboard to be shared across multiple locations.
Click Create.
Step 3: Customizing Your Dashboard
Add Groups
You can organize your KPIs into panels, known as Groups.
Click Add Group and give it a name, such as Production or Treatment Acceptance.
Each group can contain individual KPIs, tables, or graphs.
Add Individual KPIs
Within a group, click Add KPI.
Search for a KPI (e.g., Production Adjusted).
Choose your preferred display format: Bar, Dial, or Number.
Leave the default provider settings or filter by specific providers or provider types.
Click Save to add the KPI to your group.
💡 Tip: To create individual KPI tiles per provider, select “Create KPI item for each provider.”
Add KPI Tables
Click Add KPI Table.
Enter a name for the table (e.g., Crowns).
Search and add multiple KPIs such as:
Service Code Count
Treatment Presented Code Dollar Total
Service Code Dollar Total
Select the relevant service codes.
(Note: Some KPIs are generalized and may not require service codes.)
Choose how to display the data:
Aggregate by Total
Compare to a Baseline (e.g., Last Month to Date)
Click Save to insert the table.
You’ll now see a structured table showing totals and comparisons based on your selected KPIs and service codes.
Add KPI Graphs
Click Add KPI Graph.
Search for the KPIs you want to display as a graph (e.g., the same ones used in your table).
Select the applicable service codes.
Click Save to generate the graph.
Use the filters at the top of the dashboard to change the date range (e.g., Year to Date), and your graph will automatically update.
You can also adjust how data is displayed—e.g., monthly breakdowns vs. cumulative totals.
Step 4: Edit Your Dashboard
Dashboard Options (Top Right Menu)
Click the three dots (⋮) at the top right of the dashboard to:
Set as your Home Dashboard
Duplicate the dashboard
Edit the dashboard name
Delete the dashboard
Tile-Specific Options
Click the three dots (⋮) on any KPI tile, table, or graph to:
Change the display (e.g., Bar → Dial → Number)
Open Settings to adjust filters, service codes, or comparison options
Remove the tile from the dashboard
Watch this video to learn how to edit your dashboard.
Step 5: Share and Save
At the top of the dashboard:
Use the Share with dropdown to choose who can view this dashboard (e.g., specific team members).
➤ This is ideal for sharing performance metrics with restricted users who shouldn’t have access to all built-in dashboards.The Owner will default to the person who created the dashboard but can be changed at any time.
Click Save to retain your layout and sharing preferences.
⚠️ Note: Only the Owner of a custom dashboard can edit or share it.
Access Your Dashboard
Once saved, your custom dashboard will appear in the Your Dashboards section in the left sidebar. Click the dashboard name at any time to view, edit, or update it.