Introducing: Insights

A real-time dashboard showing all of your supply spend in one place.

Tracking your supply spend as an orthodontic practice can feel hopeless. There’s invoices, websites, and receipts spread across countless suppliers.

That’s why we’ve built a brand new feature called Insights! Insights is a real-time dashboard showing all of your supply spend in one place.

It all starts with your overall spending. Central in Insights is how much you’ve spent on supplies in total over the last 12 months. We also break it down by month, so you can see seasonal trends to know when you’re likely going to need to allocate a little more toward supplies.

Spend by Supplier breaks down where your supplies budget is going. You can get an idea of the breakdown with the pie chart, and dive deeper with the supplier-by-supplier, month-by-month table that shows spending trends within a supplier over the last year.

Spend by Category makes it simple to see trends in brackets, disposables, and 19 other automatically-assigned categories. Details performs smart categorization of each line item in each of your orders in order to show you what you’re spending each dollar on.

Of course, this is your data, so you’re able to export all of this to a CSV file at any time, where it can be easily pulled into Microsoft Excel, Google Sheets, and other data visualization tools.

Details Insights finally gathers together all of the information you need to make data-driven, informed decisions about purchasing for your orthodontic practice.

Details Insights is rolling out to all Details customers today, and is included in the Details subscription at no extra charge.

Not a Details customer yet? Schedule a call with a member of our team to see how Details can help your practice staff save 10+ hours a month.