Re: Tableau

From
Steve Sudberry <ssudberry@thekey.com>
To
Donny Deshotels <donny.deshotels@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Kevin Murray <kevin.murray@thekey.com>
Date
Thu, 27 Mar 2025 12:40:24 -0400
Folder
INBOX
--0000000000009677930631559e9e Content-Type: multipart/alternative; boundary="0000000000009677920631559e9d" --0000000000009677920631559e9d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This makes sense. Thanks for the clarification. In the future, I will use the gross profit report instead of the gross profit summary. Steve Sudberry General Manager/Partner ssudberry@thekey.com (513) 227-8521 TheKey.com [image: TheKey] On Thu, Mar 27, 2025 at 11:31=E2=80=AFAM Donny Deshotels wrote: > Tim/Steve, > > The difference we are seeing between Clearcare and our Tableau reports > (and Planful) is related to the Couples care client Sandra Cianciolo. As = I > referenced in the earlier email if a shift does not have revenue > associated, it is not counted in the billed hours. The screenshot from > Clearcare in the previous email showed the total hours for Sandra for the > month, but did not include the details. When we pulled the detail from > Clearcare it showed only some of the hours with revenue. See the attached > screenshot. The yellow highlighted shifts are not counted towards billed > hours. If you remove those hours from the total it comes out to around 12= 1 > hours for Sandra rather than the 235.8. If this client should be billed > differently, that is up to our policy and procedures which I can't speak > to. But as far as reporting, this is how the company has decided to count > billed hours. I hope this helps clear things up. Let me know if you have > any additional questions or requests. > > [image: image.png] > > Donny > VP, Data and Analytics > *225.916.9227 * > > > On Thu, Mar 6, 2025 at 3:05=E2=80=AFPM Timothy Thomas wro= te: > >> Hi Donny, >> >> Were you able to identify the discrepancy between clearcare and >> tableau around billable hours for Cleveland? >> >> On Fri, Feb 28, 2025 at 5:25=E2=80=AFPM Steve Sudberry >> wrote: >> >>> It doesn't clear it up. I filtered out the non-billable client. See >>> the Wellsky screenshots attached. >>> >>> Billed Hours Wellsky Tableau Target >>> Cleveland 3,975 >>> VNA of Ohio 1,184 >>> Total 5,159 5038 5099 >>> >>> >>> [image: image.png] >>> [image: image.png] >>> >>> Steve Sudberry >>> General Manager/Partner >>> >>> ssudberry@thekey.com >>> (513) 227-8521 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Fri, Feb 28, 2025 at 4:35=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Does that clear it up Steve? >>>> >>>> On Fri, Feb 28, 2025 at 4:03=E2=80=AFPM Donny Deshotels >>> donny.deshotels@thekey.com> wrote: >>>> >>>>> The only difference I'm aware of is where the shift has $0 revenue. >>>>> Those are not included in our dashboard hours, but you have to filter= them >>>>> out of the Wellsky reports. Those include orientation, training, and >>>>> non-billed services. >>>>> >>>>> Donny >>>>> VP, Data and Analytics >>>>> *225.916.9227 * >>>>> >>>>> >>>>> On Fri, Feb 28, 2025 at 2:10=E2=80=AFPM Timothy Thomas wrote: >>>>> >>>>>> @Donny Deshotels Could you please help >>>

Thread (2)