Report assistance needed

From
Ali Puckett <apuckett@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Mon, 23 Sep 2024 11
Folder
INBOX
Tim-

There are two reports that I used a lot in Analytics that I'm hoping you
can help me find a comprobile report for in Tableau, since I no longer have
access to Analytics.

I used the CCM Scorecard report and Animal Mix report weekly. Specifically,
I'm looking for conversions for client care managers with
leads/opportunities/assessments, and for clients that started with us and
whether they are still with us by the end of the same month they started.

Could you please assist when possible or direct me to whom could?

*Ali Puckett, CDP*
General Manager-Cincinnati
apuckett@thekey.com
cell: 513-390-0905
office: 513-891-2273 option 3
*Please review us on Facebook or Google!*
h <https://www.facebook.com/TheKeyCincinnati>ttps://www.facebook
.com/TheKeyCincinnati
Click here
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
for Google Review
[image: TheKey]
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>

Thread (20)