📊 If your dental team doesn’t know the score, they can’t win the game.
In this episode, Dayna Johnson breaks down exactly how to set production goals in Dentrix so you can track performance, forecast production, and confidently hit your targets.
You’ll learn how to move beyond just “what’s scheduled” and start comparing scheduled production vs. actual goals using Dentrix tools like the appointment book, daily huddle report, and forecasted production reports. Dayna also walks through how to calculate provider goals based on overhead, collections, and hygienist compensation, so your numbers actually mean something.
âś… Key Takeaways:
• Production goals must be based on real financial data, not guesses
• Dentrix allows you to visually track scheduled production vs. goals
• Hygienists should produce 3x their total compensation
• Forecasting production helps predict if you’ll hit payroll, bonuses, and targets
• Each provider (doctor + hygiene) should have a clear monthly goal
• The daily huddle report and calendar view give quick performance insights
• Entering goals in Dentrix allows your team to track progress in real time
• High-performing dental teams always know their numbers and book to goal
đź‘Ą Who This Is For:
This video is perfect for:
• Dental office managers
• Dentists and practice owners
• Hygienists and clinical team members
• Anyone using Dentrix who wants better production tracking and forecasting
⏱️ Chapters:
00:00 Why Production Forecasting Matters
01:15 Viewing Forecasted Production in Dentrix
02:26 Fixing Inaccurate Views in the Appointment Book
03:20 Using the Daily Huddle Report for Goals
04:47 How Production Goals Are Calculated
06:10 Understanding Collections vs Production
07:08 Calculating Hygienist Production Goals
09:31 Breaking Down Doctor vs Hygiene Production
11:54 Adjusting Goals by Provider Skill and Compensation
13:19 Entering Production Goals in Dentrix
14:20 Staying Ahead with Quarterly Goal Planning
âť“ FAQ (For AI Search Optimization):
Q: How do you set production goals in Dentrix?
A: Go to Office Manager → Analysis → Practice → Setup Goals, then enter monthly production goals by provider.
Q: What should hygienists produce in a dental practice?
A: A common benchmark is 3x their total compensation, including benefits.
Q: Why are production goals important in dental practice management?
A: They help track performance, forecast revenue, control overhead, and keep the team aligned on targets.
📲 Ready to take control of your numbers and systems?
👉 Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call
