114. Aubrey and End of Year Reporting

February 14, 2023 00:27:12
114. Aubrey and End of Year Reporting
The Millennial Dentist
114. Aubrey and End of Year Reporting

Feb 14 2023 | 00:27:12

/

Show Notes

Goal setting and reflecting on last year are big buzz words at the start of a new year, but for business owners, these things are crucial. But when it comes to reading reports, what numbers are important? What do they all mean? And most importantly, how can we use these numbers to set goals and drive the business forward?

In this episode, Aubrey joins me as we dig into our own metrics and discuss some key points that will keep us moving forward in 2023. Metrics are only as good as what you do with them and these numbers are sure to create conversations that will not only benefit the business’s bottom line, but also each team member’s growth and development.

Show Notes:

[02:04] - Aubrey explains what she looks at compared to their financial goals.

[05:55] - Reverse engineer your numbers and move from the top down.

[08:09] - Should you track procedures or time?

[10:36] - Reports may be skewed depending on how your practice is set up.

[11:51] - List out the services you provide and how much time it takes for each one.

[14:03] - Reports can shed light on some challenges in the practice.

[17:18] - Feed your associate first, but give new patients to your best treatment planner.

[21:23] - You need to understand each number.

[23:47] - Reports help create conversations.

[26:18] - Block administrative time into your schedule.

As always, thanks so much for listening! If you like the show, we would love for you to review the show on Apple Podcasts as well as spread the word! If you have any questions or want to get in touch, shoot me an email at [email protected].

Links and Resources

Richard Sullivan, DDS

Partner, Sullivan Dental Partners

Co-host/Founder of the Millennial Dentist Podcast

http://www.millennialdentist.com

www.drsullysullivan.com

c. (615)574-8208

w. (615)373-1012 

 

Visit Us On Social Media

[email protected] 

The Millennial Dentist Website

@Millennialdentist on Facebook

@MillennialDDS on Twitter

Dr. Sully…@Millennialdentist on Instagram

Dr. Peyman…@drpeyray on Instagram

Dr. Sully’s website and blog 

Other Episodes

Episode

March 27, 2018 00:47:54
Episode Cover

048 Two associates who need to own and another awesome reason to travel for CE!

 You have heard me say it probably a million times but nothing beats in person education. In this episode, live from Big Sky, MT...

Listen

Episode

October 10, 2017 00:48:09
Episode Cover

031 Late Night Round Table

This episode is totally different from the usual episodes we have. And frankly, I think its pure gold! A month or two ago I...

Listen

Episode

April 25, 2017 00:49:36
Episode Cover

011 Having a Financial Plan with Dr. Ernie Johnson

Had an awesome opportunity a couple weeks ago to sit down with Dr. Ernie Johnson in Scottsdale, AZ. We were both on the Spear/Cerec...

Listen