Automated reporting
Reporting updates from connected data rather than being rebuilt from exports each period.
Reporting
Replace Manual Excel Reporting Across Your DSO
ARQ Dental replaces recurring spreadsheet exports, manual consolidation and disconnected reporting packs with a continuously updated view of DSO performance. Leadership teams can access consistent information across locations without waiting for reports to be assembled manually.
ARQ Dental is a prescriptive intelligence and enterprise performance platform built specifically for multi location dental service organizations. It unifies PMS, finance, payroll and HR data to provide standardized KPIs, performance visibility, root cause analysis and prioritized actions that help leadership improve EBITDA.
Last updated: · Published · By Arqipelago, Inc.
The hidden cost of manual reporting
Manual reporting is expensive in ways that never appear as a line item. Skilled people spend days each period exporting, cleaning and reconciling data instead of analyzing it. The pack arrives late, is already out of date and cannot be interrogated. When someone questions a figure, the answer requires reopening the workbook that produced it.
- Analyst time is consumed by assembly rather than analysis
- Reporting knowledge is concentrated in a few individuals
- Static packs cannot answer the follow up question
- Every manual step is an opportunity for a version to diverge
Move from recurring exports to connected reporting
ARQ Dental connects the source systems directly, applies governed KPI definitions and keeps reporting current as new data arrives. Leadership works from a live environment they can interrogate themselves, and location reporting is produced consistently rather than rebuilt each period.
- Connected sources instead of recurring manual exports
- Governed definitions instead of workbook specific formulas
- Self service drill down instead of follow up requests
- Consistent location reporting across the group
Key capabilities
Standard KPI definitions
One governed definition per measure, applied consistently across every location.
Location scorecards
Comparable scorecards for each practice so performance can be reviewed on the same basis.
Drillable P&Ls
Profit and loss reporting that can be opened line by line rather than delivered as a static summary.
Cross location comparisons
Compare practices and regions directly using standardized measures.
Role based dashboards
Executive, regional and practice level views tailored to what each role needs to act on.
How it works
- 1
Map the current pack
The existing reports, workbooks and definitions are reviewed so nothing leadership relies on is lost.
- 2
Connect the sources
The systems currently exported by hand are connected into the governed performance model.
- 3
Rebuild as governed reporting
Reports are recreated using standardized definitions, with drill down where the pack previously stopped.
- 4
Roll out by role
Executive, regional and practice level views are published so each team works from the same numbers.
Why spreadsheets become harder to manage as a DSO grows
A workbook that worked at five locations struggles at thirty. Each acquisition adds a source system, a set of local definitions and another reconciliation step, which is the problem addressed by unify PMS, finance and payroll data.
Standardize reports across every location
Consistent reporting requires consistent definitions. Once measures are governed centrally, every location scorecard is comparable by construction, as described on standardize KPIs and operations.
Reduce dependence on manually produced reporting packs
When reporting is generated from connected data, the group is no longer exposed to the availability of the individual who maintains the master workbook, and period end is no longer a production exercise.
Give leadership direct access to performance information
Leaders can open the number themselves rather than requesting an extract, and can move straight into the financial detail described on real time EBITDA visibility.
Manual reporting compared with ARQ Dental
The difference is less about presentation and more about where the work happens and what can be asked of the numbers.
| Manual reporting | ARQ Dental |
|---|---|
| Data is exported from several systems | Connected systems feed one performance environment |
| Numbers are reconciled manually | Metrics follow governed definitions |
| Reports are rebuilt each reporting period | Reporting updates as connected data becomes available |
| Leaders receive static packs | Leaders can drill into current performance |
| Analysts explain what happened | ARQ Dental helps identify why it happened |
Business outcomes
Removing manual assembly work changes what your reporting team spends its time on.
- Analyst time redirected from assembly toward analysis
- Consistent reporting across every location and region
- Fewer version control disputes at period end
- Leadership able to answer follow up questions directly
How much manual reporting can be retired depends on the systems connected and the reporting requirements specific to each organization.
Frequently asked questions
Can ARQ Dental replace our Excel reporting?
ARQ Dental is designed to replace the recurring exports, manual consolidation and static packs that make up most DSO reporting cycles. How much of your current reporting it covers depends on the systems that can be connected and is reviewed during scoping.
Does ARQ Dental export data to Excel?
Yes. Teams that need to work in a spreadsheet can still export, with the difference being that the exported figures come from governed definitions rather than a manually assembled workbook.
Can each leadership role have a different dashboard?
Yes. Role based views present executive, regional and practice level users with the information relevant to them, all calculated from the same governed model.
Can reports be viewed across all locations?
Yes. Performance can be reviewed for the whole network, a region or a single location, and locations can be compared directly because they share standardized definitions.
Does ARQ Dental replace Power BI?
Not in every case. ARQ Dental provides a purpose built DSO performance environment with dental specific data models, standardized KPIs and root cause analysis already in place, which for many groups reduces reliance on manually maintained reporting tools. Power BI is a general purpose analytics tool and may still be used for reporting outside the DSO performance scope, so we do not claim ARQ Dental replaces every Power BI use case.
Related solutions
Retire the reporting pack
Book a demo and we will look at your current reporting cycle and show how ARQ Dental would produce it from connected data.