S
ROD Command Center Week of
Reimagined Power BI
Viewing:

Net Production vs Budget

$
Budget $
0Need $/day

Confirmed Appt %

%
Target 92%
70%92%95%

Broken Appt %

%
Target < 7%
12%7%3%

Hygiene Reappt %

%
Target 85%
65%85%92%

$ At Risk · next 14d

$
appts unconfirmed in T+14

Net Patient Gain

+
⚡ Narrative by Claude Opus 4.7
Week of · Mission

$
Recoverable this week
Practices to focus on
Working days left
/
Done
⚡ If you only do one thing this week

Expected lift: $

📞 Call These Practices This Week

Driven by composite signal: budget gap × hygiene/confirm/lead/risk · sorted by recoverable $
 of done
⚠ New on the list

✓ Recovered

↻ Still on list

Last Friday you wrote "Confirmation calls drove the biggest lift — Bright Smiles got from 71% to 84% confirmed in three days. Repeat next week and add Pleasant Hill." · So Pleasant Hill is on this week's list at #2, and the Mon-Fri rail leads with a confirmation sweep on Wednesday.

Schedule Movement

Net dollars moved in vs out of T — the leading retention signal. When out exceeds in for 3+ weeks, lost-patient counts follow ~6 weeks later.
In
+$
Out
−$
Net
$

Remaining Scheduled

Confirmed chair time left this period
$
of $
Need today: $
7 days
$
14 days
$
30 days
$

Practice Heatmap — % of budget

Rows: ROD · Columns: top 10 practices by revenue · Click a row to filter the dashboard to that ROD; click a cell to filter to that practice
BelowAbove

Bottom 5 — biggest variance to budget

Click any bar to drill the dashboard to that ROD · trend arrow shows whether the gap is getting worse, stable, or recovering
Recipe from your top performers: the 5 highest-performing regions all share 95%+ confirmed and <14d lead. It's the same recipe — execution discipline, not market luck. See Scheduling Health for the spread.

Production vs Budget — rollup

Click any row to filter the entire dashboard to that ROD · click ▸ to expand to practices · color bar = % of budget
rows
ROD / Practice Scheduled Net Daily run-rate Budget % of Budget Trend

Net Patient Gain

Bars: new / recovered / lost · Line: net

Patient Journey Funnel

From first contact to produced — T

Hygiene Reappt — gauge & gap

If you closed the gap to 85% target this quarter
If at target (85%)
+$
The gap to 85% across practices is worth $ in net production this quarter — without a single new patient.

New Patient Source

Where the T new patients came from

Confirmed & Broken Trend

Daily % · last T days · they couple — when one drifts the other follows

Median Lead Days by Practice Type

Days between booking and visit · target <14d for general · click a bar to drill

Practices below 80% booked next 30 days

Forward chair-time gap, ranked by recoverable dollars · this is what to call about

⚡ 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 this month

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

S

Ask Claude about your numbers

Context: · T
Opus 4.7
⚡

What Claude can do here

Same Opus 4.7 that writes the briefing — but scoped to current filters
Explain a number. "Why is hygiene down 1.8pp in Ann's region?" — drilled to the 2-3 practices driving it, with hygienist mix changes flagged.
Compare apples to apples. "Top 5 where booked > budget but confirmed % is weak" — surfaces latent risk + drafts the coaching message.
Draft Monday's email. "Write the weekly note to my OMs in my voice."
Pre-empt the CEO. "What will Evan ask me about this week?" — answers ready before they're asked.