--000000000000de30dd060e0c5f05 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim - I have alerted Sarah that the dashboard did not update at 6 am pacific as we were expecting. She should be online soon. *Kevin Murray* Chief of Staff | *TheKey* Mobile: 225-368-6471 [image: TheKey] On Wed, Jan 3, 2024 at 9:21=E2=80=AFAM Timothy Thomas wrote= : > Hi Kevin and Sarah, > > Happy New Year! > > There seems to be an issue with the tableau data for Canada. The week of > Dec 25th is showing roughly half of our actual revenue. > > Could you please take a look? > Thanks! > Tim > > On Sun, Dec 31, 2023 at 6:00=E2=80=AFPM Kevin Murray > wrote: > >> Just wanted to make sure everyone realizes that there will be no more >> need for a Friday email from Sarah, as the Tableau dashboard is live and >> will refresh every Wednesday morning to reflect the prior week's numbers= . >> Sarah and team continue to work on additional metrics, definitions, and >> further capabilities of the dashboard. >> >> Happy New Year! >> >> Kevin >> >> >> *Kevin Murray* >> Chief of Staff | *TheKey* >> Mobile: 225-368-6471 >> [image: TheKey] >> >> >> On Fri, Dec 22, 2023 at 2:07=E2=80=AFPM Sarah Powers wrote: >> >>> Hello, >>> >>> I am excited to share that we have transitioned the site weekly KPI fro= m >>> excel into Tableau! This is through a temporary trial of Tableau Online= , a >>> cloud based version of Tableau. We are in the process of evaluating thi= s as >>> our BI solution to replace the Analytics Portal site. Thank you in adva= nce >>> for trialing this with us! >>> >>> A few things to note with this transition: >>> >>> - All metrics except for week over week retention and grid adherence >>> have been migrated into Tableau. >>> - New metrics added are active caregivers and avg. / median hours >>> per caregiver. >>> - Canada and California Skilled Care Caregiver pricing and margin >>> data has not yet been included as their data comes from CC as the so= urce of >>> truth, not Workday. This will be added in a future iteration. >>> - Funnel metrics have been adjusted to show the visual trend of lead >>> and opportunity volume, and conversion of the weekly cohorts within = 7 days. >>> - The dashboard is filterable by Region and Site. To view the >>> different metric groups, please adjust the filter "Metric Segment" >>> >>> *To access the dashboard, please follow the instructions attached to >>> create a Tableau Online profile first*. You will also be receiving an >>> email welcoming you to the Tableau Online trial. Once created you can >>> access the report through the link here: >>> >>> https://us-west-2b.online.tableau.com/#/site/thekeytrial/views/WeeklyKP= IPackage/WeeklyKPIPackage >>> >>> Please reach out with any questions. Happy holidays! >>> Sarah >>> -- >>> Sarah Powers >>> Director, IT >>> * Please note my email has changed: * >>> spowers@thekey.com >>> (925) 726-4927 Ext. 124927 >>> TheKey.com >>> [image: TheKey] >>> >> > > --