- Knowledge Base
- BUSINESS INTELLIGENCE
- Optimizer Classic for DENTAL (PREMIUM)
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The BASICS
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PRACTICE MANAGEMENT SOFTWARE INTEGRATION
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OptimizerX
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Optimizing Your Practice Management System
How to Add More KPI(s) To My Dashboard
How to Add More KPI(s) To My Dashboard
PrintGo to https://po.sikkasoft.com. Enter your Practice Optimizer credential information then click on 'Sign In'.
Click on the Icon on the top right that looks like a waffle.
Enter a name for your Custom Dashboard. Select a KPI (s) and click on 'Add KPI (s) then hit 'Save' button. You have an option to select all KPI (s), Delete KPI (s), and 'Edit Dashboard' at anytime.
Selected KPI (s) will move to the other window. Click on 'Save'.
You will receive a confirmation message below that says 'Dashboard created successfully'. Click on the 'X' on the right top of the page to clear the 'Create Dashboard' window.
Click on 'My Dashboards' tab located on the top of the page. Now you should see the created Dashboard KPI (s) added for you.
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