Numbers Analysis Explained

The Hummingbird Numbers Analysis is a quarterly benchmarking report for orthodontic practices. Practices submit operational and financial data monthly, and each quarter receive a written analysis showing performance over time, comparisons with practices of similar size, key wins, areas requiring attention, and prioritized action items for each location.

THE NEW AI-ENHANCED NUMBERS ANALYSIS

Evaluate Your Orthodontic Practice and compare to Key Performance Indicators (KPIs)

The Cornerstone of Orthodontic Success

The new AI-Enhanced Hummingbird Associates Numbers Analysis information is presented in such depth and is so insightful!  We are excited to see the 2026 quarterly reports for our offices

- Dr. Paul Blackman, Great Smiles, North Carolina (Orthodontist)

I like this "coaching tone" of the new written assessment. It feels conversational and actionable rather than just data-driven, and it really allows me to get down to the details quickly. Love the dashboard showing the percentage change from one year to the next, the color highlights, and the arrows showing improvement and decline. The "Key Wins" and "Areas Requiring Attention" sections in each location summary are inspiring and provide instant clarity. The prioritized action items at the end of each section provide clear next steps.  Great improvements!

- Dr. Jay Lawless, Lawless Orthodontics, Kentucky (Orthodontist)
Christine Sadler, Lawless Orthodontics, Kentucky (Director of Operations)

Strategic planning, goal setting, and envisioning growth are not just aspirational activities; they're grounded in data. The power of numbers can't be overstated in the orthodontic world. It's not merely about financial figures; it's about using this data to fuel informed decisions and drive sustainable growth.

Key performance indicators (KPIs) are the financial pulse of your practice. Analyzing these numbers allows you to spot trends, predict the future, and make strategic adjustments that ensure stability and growth.

Setting goals isn't just a task; it's a roadmap to success. Businesses that truly understand their numbers can set realistic targets based on historical data. These figures act as benchmarks, allowing you to track progress, celebrate achievements, and make course corrections, instilling a sense of accomplishment and motivation.

Understanding operational costs, margins, and efficiency metrics helps you identify areas for improvement. Analyzing expenses can optimize processes and streamline operations. If expenses are high, you may want to conduct an in-depth study of the problem areas.

For practices seeking an associate or partner, financial transparency is a game-changer. Accurate and transparent reporting demonstrates credibility and stability, making your practice an attractive opportunity and instilling a sense of security in potential partners.

Analytics platforms can help you extract meaningful insights from your data.

Each quarter, Karen partners closely with AI to conduct a comprehensive review of each practice, combining expert interpretation with data-driven insights and thoughtful comparisons to give practitioners a clear understanding of how they are performing.

Email us for more information and to sign up to participate in the Hummingbird Numbers Analysis.

Frequently Asked Questions

What is the Hummingbird Numbers Analysis?

The Hummingbird Numbers Analysis is a quarterly benchmarking report for orthodontic practices. Your office submits data monthly, and each quarter you receive a written analysis showing how the practice is performing over time, how it compares with practices of similar size, and what to do next.

What exactly do we receive each quarter?

A dashboard showing year over year change with color highlights and directional arrows, a summary for each location with key wins and areas requiring attention, written interpretation in plain language rather than raw data, and prioritized action items at the end of each section.

What do we have to send you, and how much work is it for our team?

Your office submits a set of monthly numbers. Once the reporting habit is established it is a short monthly task, not a project. We tell you exactly which figures we need and where they come from in your practice management software.

How is this different from an analytics dashboard?

A dashboard shows you numbers. The Numbers Analysis tells you what they mean and what to do about them. Each quarter Karen Moawad reviews every practice personally, combining expert interpretation with data analysis and comparisons to similar practices.

Does it work for practices with more than one location?

Yes. Each office receives its own dashboard and written summary, and ownership receives a combined view, which is how multi-location groups see where performance diverges between offices.