New Client Retention 400 SPIF Dashboard

Good morning,

We are excited to roll out a new Tableau dashboard designed to help you
track performance towards the New Client Retention 400 SPIF!

This new dashboard allows you to compare your site's performance to its
target and to other sites in its size category (small / medium / large).
You can also drill down to the client level details behind your site's
performance by simply clicking on your site on the summary page.

*Access it now *in the Operations Insights folder or directly via this
link: New Client Retention SPIF Dashboard
<https://us-west-2b.online.tableau.com/t/mydata/views/CSMSOCCommissionSpif/CSMCommissionSpifSummary>

*Tip:* Don't forget to check the info bubble to understand key
visualization insights

*Resources: *We'll be scheduling Office Hours soon for live Q&A. In the
meantime, you can always reach out to dart-team@thekey.com with dashboard /
data related questions. SPIF Details can be found on the "SPIF Details"
page. Please direct any SPIF plan related questions to @Robert Valliant
<bob.valliant@thekey.com>.
*Note: *The first payout (Dec 2025) will be based on Oct and Nov 2025
combined performance. Payout schedule and details can be reviewed on the
SPIF Details page.

*Summary Page Example:*
[image: image.png]
Feel free to forward out to your qualifying team members.

Thanks,

John Champagne
Director of Analytics | *TheKey*
*Mobile: 985.696.0424*

[image: TheKey]