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What you see

Inside the practice.Not just what they tell you.

The reason a practice brings on a coach is to see it clearly. Once it says yes, NovaCoach opens the money, the day, the team and the growth to you — read from the system the practice runs on every day.

The money

The P&L from QuickBooks. Overhead, accurately.

  • The P&L, from QuickBooks

    Connected to the practice's QuickBooks Online: a full year imports on connect, and every month after syncs on its own. Collections, expenses and net income — no spreadsheet emailed over.

  • Overhead, measured accurately

    Every account in the practice's books mapped to its category, so each dollar of overhead is counted once and in the right place — measured against each category's target, graded A to F, with how complete the mapping is shown beside it.

  • Production and collections

    By month, by provider and by procedure mix — the numbers behind every conversation about growth.

  • Results, in dollars

    Every piece of work from where it started to where it is now, dated, with what it was worth.

Summit Family Dental · September · from QuickBooksExample · demo book
Collections
$186,400
Overhead
59.4%
Net income
$41,900

Overhead by category

GradeB

  • Team Compensation27.8% / 25%
  • Clinical Supplies6.4% / 6%
  • Lab Fees8.1% / 9%
  • Facility & Occupancy6.6% / 7%
  • Marketing2.4% / 3%
  • Admin & Office4.9% / 4%
  • Other Overhead3.2% / 4%

Total 59.4% against a 58% target · the tick on each bar is its benchmark

The day

Every huddle. Every meeting.

  • Every huddle

    Which days the team huddled, how long, how many were there and the number of commitments they made.

  • The Morning News

    What the practice's News carried and when — announcements, meetings held, decisions recorded. Counts and structure, never the words, and nothing addressed to leadership.

  • Every team meeting

    How each agenda was built, when decisions were recorded and every commitment with its owner and due date — plus what changed since you last met. Leadership-only items stay with the practice.

  • The debrief

    How each day ended, in numbers — the day score, the metrics, how many wins and risks, and how much carries to tomorrow. Never the team's own words.

Summit Family Dental · HuddlesExample · demo book

4 of 4 days huddled

Average 9 minutes · 11 commitments made

  • Mon, Sep 299 min · 8 there · 3 commitments
  • Tue, Sep 307 min · 7 there · 2 commitments
  • Wed, Oct 111 min · 9 there · 4 commitments
  • Thu, Oct 28 min · 8 there · 2 commitments

The team

Every person. How to coach them.

  • Every team member

    Each person by name and role, what they've committed to and whether it's done.

  • Their My Nova

    Each person's My Nova — their goals, their character and what they're working on this week.

  • Provider performance

    Each doctor's and hygienist's production, acceptance and schedule, side by side.

  • How to coach each person

    Each person's NoVA profile — how they communicate, collaborate and take on change.

  • Recognition

    How often the team recognizes each other, in which categories, and who gives and receives — never the note itself.

  • What the team is saying

    The themes in the team's own feedback and the priorities they agreed — never who said what.

The growth

Where the practice can go next.

  • Patient opportunities

    Unscheduled treatment, consults and recall, in dollars and counts — every patient de-identified.

  • The practice at a glance

    Its current focus, what Vision recommends and what changed, and the latest results.

  • Every commitment

    Who promised what, by when, and whether it's done — overdue ones first.

  • Systems, and how far they've got

    Each system's owner and cadence, and whether it's built, trained, running and verified.

Austin Smile DesignExample · demo book

Weekly scorecard

Week of Sep 29

Goals

  • Same-day treatment acceptanceTarget 40% by Dec 31
  • Hygiene reappointmentTarget 90% by Dec 31

Measured

  • Hygiene reappointmentReappointment rate: 78% → 86% · measured Sep 26
  • Unscheduled treatment follow-upCollected: $18,400 → $31,900 · measured Sep 26

Commitments

  • 4 open commitments · 1 overdueConfirm Friday hygiene openings · Maria · due Oct 3

Meetings

  • Last team meeting Sep 24Weekly · Wednesday 9:00 AM

Reports

Every week. Every month. Every practice.

A monthly report for each practice

Production, collections, expenses and net income for the month, with the month before beside it.

A weekly scorecard for each practice

Goals and targets, what was measured, open and overdue commitments, and the last team meeting.

Your Monday brief

Your whole book on one page — Needs you, Meetings this week, What changed, Renewals due and Starting — to copy or email to yourself.

Impact reports, with your name on them

  • 30-Day Coaching Snapshot
  • 90-Day Coaching Impact Report
  • Client Renewal & Value Report
  • Custom Date Range