Executive Dashboard Overview

The Executive Dashboard allows you to view the number of Clients and specific demographic data regarding the Clients your agency serves. The Executive Dashboard can also serve as a marketing tool that allows you to see who could benefit from your agency's services.

Jump to Section:

Access the Executive Dashboard

Hover over the Main tab in the navigation bar, and select Executive Dashboard from the drop-down.
Use the Current Location drop-down to select the appropriate location, then click Change.
Select the appropriate date range, then click Search.
To print the PDF version the data click Print Dashboard.

Individual Sections and Usage

Scroll through the sections and hover over the different parts of the charts/graphs to see a more in-depth view of the data. 

Clients Served and Units Rendered allows you to see the number of Clients that were served during that date range. Select the bubbles to view the data for This Location or a Global view. NOTE: Every Client that has a note during the time frame chosen, regardless of how many notes they have, will only count as one Client served.
Clients by Funding Source provides data about the different healthcare programs or private insurance companies that were utilized.
Client by Race shows the different demographics that are being served, and can provide information about different demographics you might want to reach out to in order to provide services.
Client by Age shows which age groups are being served, and can help determine which age groups you would like to reach out to to provide services. You can select to view age groups by All, Active, or Inactive Clients.
Client Discharge Reason shows data about the different reasons Client's were discharged if a reason was selected in the Client File.
Client Diagnosis shows data for the diagnosis of the Clients served.