--000000000000e9ecbd060dd63c9f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 w= rote: > Hello, > > I am excited to share that we have transitioned the site weekly KPI from > 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 this = as > our BI solution to replace the Analytics Portal site. Thank you in advanc= e > 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 source 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/WeeklyKPIP= ackage/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] > --000000000000e9ecbd060dd63c9f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=C2=A0every Wednesday morning to reflect=C2=A0the pri= or week's numbers.=C2=A0 Sarah and team continue=C2=A0to work on additi= onal metrics, definitions, and further capabilities of the dashboard. Happy New Year! Kevin Kevin= Murray Chief = of Staff =C2= =A0|=C2=A0 TheKey Mobile:= 225-368-6471 = On Fri, Dec 22, 2023 at 2:07=E2=80= =AFPM Sarah Powers < spowers@thekey= .com > wrote: Hello, I am excited to share that w= e have transiti