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ROD Command Center SGA Dental Partners · reimagined Power BI
PBIX · reimagined As of

Net Production vs Budget

$
Budget $
0Budget

Confirmed Appt %

%
Target 92%

Broken Appt %

%
Target < 7%
12%7%3%

Hygiene Reappt %

%
Target 85%

Median Lead Days

d
New patient → first visit

Net Patient Gain

+
new · recovered · lost
⚡ Narrative by Claude Opus 4.7

Dollars Moved This Period

What came in vs. what slid out of the T-day window
+ $ in − $ out Net $

Dollars Moved Next Period

Already booked into the next T window
Pre-booked $ Gap to budget $

Remaining Scheduled Production

Confirmed chair time left this period
$
of $ budget
Needed today to stay on pace: $/day
Next 7 days
$
Next 14 days
$
Next 30 days
$

Practice heatmap — % of budget

Rows: ROD · Columns: top 10 practices by revenue · Click a cell to drill
BelowAbove

Bottom 5 — Largest variance to budget

T-day net production vs. budget

Top 5 — Exceeding budget

Outperformers — capture the recipe

Production vs Budget — rollup table

Click a ROD row to expand practices · color bar = % of budget · sparkline = T daily net
ROD / Practice Scheduled Net Booked (daily) Budget % of Budget Trend

Net Patient Gain

Bars: new / recovered / lost · Line: net monthly

Patient Journey Funnel

From first contact to produced — T

Reappointment Rate

Hygiene 6-mo rebook

New Patient Source

Where the T new patients came from

Retention Curve

12-month patient survival by cohort quarter

Confirmed & Broken Rates

Daily % · last T days

Median Lead Days by Practice Type

Days between booking and visit

90-Day Schedule Density

Each square = one day, darker = more confirmed revenue on the books
LightPacked

The story in the numbers —

⚡ Claude Opus 4.7 · written · T vs

1 · What's pulling the network up

2 · What's pulling it down

3 · The non-obvious pattern

4 · What to do next week

Confidence note. This narrative is generated from the sliced data and the measures defined in ROD Dashboard.pbix. Re-run the briefing any time the slicers change — the story updates in under 2 seconds.

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Ask Claude about your numbers

Context: current slicers · · T
Opus 4.7
⚡

What the chat can do

The same Opus 4.7 that writes the briefing — but scoped to whatever you have selected
Explain a number. "Why is Hygiene Reappt down 1.8pp in the North region?" — Claude breaks it apart by practice, identifies the 2-3 practices dragging the average, and tells you which have changed hygienist mix.
Compare apples to apples. "Show me the top 5 practices where booked production exceeds budget but confirmed % is weak." — Claude runs the filter, surfaces the latent risk, and drafts the coaching message.
Draft a Monday email. "Write the weekly note to my RODs using this data." — Claude writes it in your voice (three paragraphs, zero hedging, with the three asks).
Pre-empt the CEO question. "What will Evan ask about this week?" — Claude scans variances, reappointment drift, and lead-days outliers and hands you the answers before they're asked.
Claude sees: all KPIs in scope, 12-month trend for each, practice-level detail for the selected RODs, the Power BI measure catalog from the .pbix, and your prior questions.