Site Weekly KPI - Week of 12/18/2023

From
Sarah Powers <spowers@thekey.com>
To
Melissa Reyes <melissa.reyes@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Chris Gerard <chris.gerard@thekey.com>, Paul Kahn <paul.kahn@thekey.com>, Edward Malinowski <ed.malinowski@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Caroline Henderson <caroline.henderson@thekey.com>, Ravi Mahadevia <ravi.mahadevia@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Kevin Stallo <kstallo@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Kirk Hayes <khayes@thekey.com>, Timothy Thomas <tt@thekey.com>, Triff Cook <triff@thekey.com>, Diego Castaneda <diego.castaneda@thekey.com>
Date
Fri, 22 Dec 2023 12:06:50 -0800
Folder
INBOX
--0000000000005f0099060d1ec206 Content-Type: multipart/alternative; boundary="0000000000005f0096060d1ec204" --0000000000005f0096060d1ec204 Content-Type: text/plain; charset="UTF-8" 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 advance 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/WeeklyKPIPackage/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] --0000000000005f0096060d1ec204 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I am excited to share that we ha= ve transitioned the site weekly KPI from excel into Tableau! This is throug= h 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 An= alytics Portal site. Thank you in advance 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.=C2=A0 New metrics added are activ= e caregivers and avg. / median hours per caregiver. Canada and Cali= fornia Skilled Care Caregiver pricing and margin data has not yet been incl= uded as their data comes from CC as the source of truth, not Workday. This= =C2=A0will be added in a future iteration. Funnel metrics have been= adjusted to show the visual trend of lead and opportunity volume, and conv= ersion of the weekly cohorts within 7 days. The dashboard is filter= able by Region and Site. To view the different metric groups, please adjust= the filter &quot;Metric Segment&quot; To access the dashb= oard, please follow the instr

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