Roundtable
TodayPerformanceHygieneMoneyRecruitingHRComplianceExecutive
INTERACTIVE
Monday, July 20 · All offices
$27,945
+$1,145
vs $26,800 target
Good morning, Alex — 2 of 3 offices behind pace, 3 decisions waiting.
Week to date$61,000across all offices
Month pace99%behind vs month targets
Active flags4needs attention — open Briefing ›
Discount windows11 of 3 office window(s) open · Jul 20
3 decisions waiting on you →1 sensitive · approved items run tonight 7:30 PM
Top actions
01
Frank Samplecase’s records request is due Jul 22
Why: it reached day 23 of the 25-day response window — next: confirm the response is out
02Coral Springs is 8% behind month paceOpen Pacing ›
03Boca Raton hygiene reappointment 71% vs 75% floorOpen Hygiene ›
04Two consults still lack a patient nameOpen Pipeline ›
Office pace — July
Boca Raton106%
$222,981 banked$300,000 target
Coral Springs92%
$17,426 banked$76,000 target
Aventura88%
$77,771 banked$160,000 target
Performance · July · All offices
DailyWeeklyMonthlyPacingTrends
Yesterday — Monday, July 20posted
▲ Boca Raton$12,940
● Coral Springsnot submitted
■ Aventura$8,120
Week to dateall offices
▲ Boca Raton$31,400
● Coral Springs$9,100
■ Aventura$20,500
Total$61,000
▲ Boca Raton74% of target
$222,981 banked$300,000 target
● Coral Springs23% of target
$17,426 banked$76,000 target
■ Aventura49% of target
$77,771 banked$160,000 target
| Office | Banked | Projected | Target | Pace |
|---|---|---|---|---|
| ▲ Boca Raton | $222,981 | $318,543 | $300,000 | 106% |
| ● Coral Springs | $17,426 | $69,701 | $76,000 | 92% |
| ■ Aventura | $77,771 | $141,401 | $160,000 | 88% |
▲ Boca Raton
▲ 8 wks
● Coral Springs
▼ 8 wks
■ Aventura
▲ 8 wks
Hygiene · Reappointment · All offices
▲ Boca RatonBELOW FLOOR
74% — retraining brief prepared for your approval
● Coral SpringsON TRACK
83% — best in the group this month
■ AventuraAT FLOOR
75% — on tomorrow’s huddle
3 recovery items open — scripts ready for the morning huddle
Money · Finance — cash basis · All offices
Collections MTD$318,178cash basis — collected, not booked
Net cash MTD$317,328after refunds and chargebacks
Receivables exposure$28,400all three offices present and fresh
June — from QuickBooksread-only
Patient income$291,406
Lab & supplies−$38,112
Payroll−$121,870
Net operating$84,309
Connected read-only · reconciled monthly · Price Lab lives here too
Recruiting · 2 open roles · Ranked overnight
8/10Martha Samplecase
— best match for Front desk, Boca Raton
Priya Samplecase7/10Front desk — Boca RatonNEW
Owen Samplecaseflagged6/10Hygienist — AventuraSCREEN
Scored against rules you set — interview decisions are yours.
HR · Prepared under your standing orders
Retraining brief — hygiene reappointment
drafted and ready to send
Written warning — repeated missed submissions
goes out only if you approve it
Standing orders
3 active — yours to edit anytime
Compliance · Deadlines tracked for you
Records request
response drafted and ready
Chargeback dispute
response drafted from your records
Everything else
no other open items
Executive · Briefing — Monday, July 20
ATTENTION — 1 sensitive decision(s) waiting · 1 missing submission(s)
▲ Boca RatonON PACE
$318,543 proj / $300,000
MTD banked$222,981
Do first · call the two stale leads
● Coral SpringsBEHIND PACE
$69,701 proj / $76,000
MTD banked$17,426
Do first · chase the missing daily submission
■ AventuraBEHIND PACE
$141,401 proj / $160,000
MTD banked$77,771
Do first · review the two open flags
3 decisions waiting on you →1 sensitive · nothing runs without your ruling · outcome check in 14 days