Send each regional manager their weekly scorecard
Every Monday, WebRun opens Denticon, compiles last week's core KPIs for each region and its offices, logs the scorecards to a Google Sheet, and drafts a tailored email to each regional manager that stays in Gmail as a draft for a person to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I send weekly KPI scorecards to my dental regional managers?
WebRun opens Denticon every Monday and rolls last week's core KPIs up to the regional level, comparing each against goal and the prior week. It logs the scorecards to a Google Sheet and drafts a tailored email to each regional manager, left unsent in Gmail for a person to review and send, so managers get a clear weekly scorecard with a human in the loop.
- Each regional manager gets a tailored weekly scorecard without anyone building it by hand
- Every email is drafted for review, so nothing sends to a manager unapproved
- Metrics off goal and the offices behind them are surfaced at the top of each scorecard
Built for DSO operations leaders · regional managers · dental group executives · practice performance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.denticon.comin a real browser with your saved login - no setup, no API keys. -
1
Denticon - compile KPIs by region
planetdds.com How to Automate Denticon
WebRun opens Denticon to compile KPIs by region. - Open Denticon and pull last week's production, collections, new patients, case acceptance, and hygiene reappointment for every office
- Group the offices under their region and roll the metrics up to the regional level
- Compare each metric against goal and against the prior week
- Identify the top and bottom office in each region for context
Done when Every region has a full KPI scorecard rolled up from its offices with goal and prior week comparisons.
-
2
Google Sheets - log each region's scorecard
docs.google.com How to Automate Google Sheets
WebRun opens Google Sheets to log each region's scorecard. - Open the Regional KPI Scorecard sheet
- Append a dated block per region with each metric, its goal, and the week over week change
- Add a tab per region so each manager's history is easy to trace
- Mark metrics off goal so they stand out in the drafted email
Done when The scorecard sheet holds this week's KPI block for every region.
-
3
Gmail - draft the manager email for approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the manager email for approval. - Draft one email per regional manager with that region's scorecard and the offices that moved it
- Lead with the metrics off goal and the biggest week over week swings
- Leave every email as a draft in Gmail for a person to review and send. Do not send automatically
- Link each draft to the manager's tab in the Google Sheet for the full detail
Done when A tailored scorecard email is drafted and waiting in Gmail for each regional manager.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will the scorecard emails send without me?
No. WebRun writes one draft per regional manager and leaves it in Gmail unsent. A person reviews each draft and sends it, so nothing goes to a manager without approval.
Which KPIs are on the scorecard?
It pulls production, collections, new patients, case acceptance, and hygiene reappointment from Denticon, rolled up per region against goal and the prior week, and names the top and bottom office so each number has context.
Can each manager see only their own region?
Yes. Each drafted email covers only that manager's region, and the Google Sheet keeps a separate tab per region, so a regional manager sees their own offices while group leadership sees the whole book in the Sheet.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.