Where this came from
Source of record for the cadence below — reproduce or challenge it here.
PBI Cadence
Nathan McClure (VP of Operations, SGA Dental Partners) → Scott Guest · 15 Jul 2026, 8:52 AM CT
"Here is the cadence I use as well as a couple of other useful dashboards that are used for specific views/information. I'm running this by Parks as well and may trim it down some for the ROD's specifically.
The bold items are ones I review daily and weekly (different slicers for each) and
the ROD team reviews at least 2x weekly."
Attachment: PBI Cadence 2026.pptx — 16 dashboards across Weekly / Monthly / Other
Daily — Nathan reviews daily and weekly (different slicers); ROD team ≥2x weekly
Weekly — Nathan's weekly block (the Daily four are part of it)
Monthly — month-end / monthly review
Other — on-demand, for specific views