Re: Mavencare Metrics Issues

From
Kimberly Guerci <kguerci@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Matt Neal <mneal@thekey.com>, Lucas Motro <lmotro@thekey.com>, Angie Markwell <angie.markwell@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@homecareassistance.com>
Date
2022-06-07 11:46:54
Folder
INBOX
--00000000000020f48a05e0dd8089 Content-Type: text/plain; charset="UTF-8" The reporting is messy and we cannot really drill down in any of the reports. It is also impossible to actually check for accuracy such as comparing a shift calendar with the billing so we have to assume the reports are correct. The team has given us access to some specific reports for revenue by client so that has been a little more helpful but in general it is really hard to manage and understand the revenue through their system. As an aside and follow up to the earlier email since we are addressing revenue, there is no consistent revenue generator right now for NYC since the google campaigns for NY are not yielding more than 1-2 qualified referrals a week(also were paused last week due to a credit card issue). Pablo has some relationships and you can see in SF that he is generating the bulk of the leads right now but it is not nearly enough for growth. He said they had triple the amount of starts through internet/web prior to the acquisition so this is something we need to get up ASAP and running as we search for an HCL. On Mon, Jun 6, 2022 at 10:54 PM Audra Williams wrote: > Hi All! > > I wanted to loop everyone into the fact we are still having to wait on a > tableau report that is not accurate for the prior week until Thursday of > the current week for metrics, specifically revenue. This past week the > tableau report was incorrect and we had to wait on Eric Sloan from > Mavencare to fix the issue. > > This is an ongoing issue that we can not pull metrics. I do my best to > have the BSG weekly metrics sheet updated by 11am PST on Thursday for the > week prior, but that is very dependent on this report. > > I was under the impression that they could fix this issue very quickly > when we had our demo, but this has not happened. > > Timothy and Kim, since I have been working with C&H and not on the calls, > have there been any updates on this issue? > > Best, > > -- > Audra Williams > Director of Business Support > *Please note my email has changed:* > audraw@TheKey.com > (425) 757-7027 > TheKey.com > [image: TheKey] > --00000000000020f48a05e0dd8089 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The reporting is messy and we cannot really drill down in any= of the reports.=C2=A0 It is also impossible to actually check for accuracy= such as comparing a shift calendar with the billing so we have to assume t= he reports are correct. The team has given us access to some specific repor= ts for revenue by client so that has been a little more helpful but in gene= ral it is really hard to manage and understand the revenue through their sy= stem.=C2=A0 As an aside a= nd follow up to the earlier email since we are addressing revenue, there is= no consistent revenue generator right now for NYC since the google campaig= ns for NY are not yielding more than 1-2 qualified referrals a week(also we= re paused last week due to a credit card issue).=C

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