Enhanced Homecare Dashboard
Comprehensive KPI Tracking + Business Intelligence
📋 Google Sheets Data Sources
Sheet 1 (BD Metrics):
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Sheet 2 (Operations):
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Sheet 3 (Financial):
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Sheets load automatically on page open.
🎯 Performance Filters
📅 Date Range Filter
Active Filter: Showing all data
Executive Dashboard
Total Revenue (MTD)
$0
--
Active Clients
0
--
Active Caregivers
0
--
Gross Margin
0%
Industry Target: 35-40%
Total Referrals
0
--
Conversion Rate
0%
Industry Avg: 25%
BD Activities
0
--
Client Retention (90d)
0%
Target: 90%+
📈 Core KPIs
Client Acquisition Cost
$0
Cost per new client
Revenue per Client
$0
Average monthly value
Fill Rate
0%
Scheduled vs available hours
Avg. Time to Conversion
0 days
Lead to client
Revenue per Caregiver
$0
Productivity metric
Client Churn Rate
0%
Monthly client loss
Revenue Trend (12 Months)
BD Activity Summary
Growth & Trend Analysis
MoM Revenue Growth
0%
vs prev month
YoY Revenue Growth
0%
vs last year
QoQ Growth Rate
0%
Quarter over quarter
Client Growth Rate
0%
Monthly net growth
New Client Velocity
0
New clients per week
Revenue Run Rate
$0
Annualized from MTD
Market Penetration
0%
Of addressable market
Referral Growth Rate
0%
Month over month
? Growth Projections
90-Day Forecast
$0
Based on current trends
Target Gap Analysis
0%
To monthly revenue goal
Compound Growth Rate (3mo)
0%
Quarterly CAGR
Client Lifetime Value
$0
Estimated LTV per client
Revenue Growth Trajectory
Client Acquisition Velocity
Operational Efficiency Metrics
Revenue per BD Activity
$0
Sales efficiency
Cost per Referral
$0
Marketing efficiency
Referrals per BD Rep
0
Monthly average
Revenue per Shift
$0
Average shift value
Admin Overhead Ratio
0%
Admin cost / total revenue
Break-Even Client Count
0
Clients needed to break even
Capacity Utilization
0%
Overall capacity used
Revenue per Employee
$0
Total staff productivity
Visit Efficiency Score
0/100
Composite efficiency metric
Scheduling Optimization
0%
Optimal vs actual
Lead Response Time
0 hrs
Average time to first contact
Sales Cycle Length
0 days
Lead to close average
Efficiency Metrics Over Time
Cost Structure Breakdown
Business Development KPIs
In-Person Visits
0
Meetings
0
Total Partners
0
Referral Sources
0
Referral Conv. Rate
0%
Weekly Outreach
0
Lead-to-Referral Ratio
0%
Pipeline Value
$0
Source Concentration
0%
Top 3 sources % of total
Win Rate
0%
Proposals to conversions
Avg Deal Size
$0
Per new client
Cold Outreach Conv Rate
0%
Cold leads to meetings
Partners by Facility Type
Referrals by Source
BD Activity Breakdown
Top Referral Sources
Operations Metrics
Billed Hours (MTD)
0
Total Shifts (MTD)
0
Visit Completion
0%
No-Show Rate
0%
Client Satisfaction
0/10
Caregiver Rating
0/5
Avg. Shift Length
0 hrs
Cost per Visit
$0
Service Continuity Rate
0%
Same caregiver assignments
Emergency Coverage Rate
0%
Last-minute shifts covered
Weekend Utilization
0%
Sat/Sun vs weekday
Night Shift Coverage
0%
Overnight availability
Clients vs Caregivers (12 Months)
Shift Status (MTD)
Financial Metrics
Revenue (MTD)
$0
Gross Profit
$0
Operating Margin
0%
Payroll (MTD)
$0
Payroll/Revenue Ratio
0%
Revenue per Client
$0
Revenue per Hour
$0
YTD Growth
0%
EBITDA Margin
0%
Days Sales Outstanding
0 days
Net Profit Margin
0%
After all expenses
Cash Conversion Cycle
0 days
Cash flow efficiency
COGS % of Revenue
0%
Direct service costs
Payment Collection Rate
0%
Within 30 days
Average Invoice Value
$0
Per billing cycle
Working Capital Ratio
0:1
Current assets/liabilities
Revenue vs Expense (12 Months)
Gross Profit Trend (4 Weeks)
Workforce Metrics
New Hires (MTD)
0
CG Utilization
0%
CG Turnover (Quarterly)
0%
Hours per CG
0
Training Completion
0%
Client:CG Ratio
0:1
Avg Client Tenure
0 days
Average relationship length
CG 90-Day Retention
0%
Still employed after 90 days
CG 180-Day Retention
0%
Still employed after 180 days
CG:Admin Staff Ratio
0:1
Caregiver to support staff
Average CG Rating
0/5
Client satisfaction with CGs
Overtime Hours %
0%
Of total hours worked
Workforce Trends
Retention Analysis
Performance Tracking
Referral Source Performance
| Rank | Source Type | Total Referrals | Conversions | Conv. Rate | Revenue Generated | Active Clients | Avg. Time to Close |
|---|---|---|---|---|---|---|---|
| Load data to view performance metrics | |||||||
Top 10 Referral Sources by Revenue
Source Conversion Rates
👥 BD Rep Performance
| Rank | BD Rep Name | Total Activities | Visits | Meetings | Referrals Generated | Conversions | Conv. Rate | Revenue Attributed | Activity Score |
|---|---|---|---|---|---|---|---|---|---|
| Load data to view performance metrics | |||||||||
⚡ Top Reps by Revenue
⚡ Top Reps by Activity
🎯 Top Reps by Conversion Rate
Rep Activity Comparison
Rep Revenue Contribution
AI-Powered Analysis
Performance Summary
? Chat with the AI about your data
Ask me things like:
• “Which referral sources improved most in the last 90 days?”
• “Where are we leaking the funnel from referral → assessment → start of care?”
• “What should BD reps focus on this week?”
CONFIG.AI_MODEL via OpenRouter and includes your current filters + KPI snapshot.
⚠️ Alerts
Run AI analysis to see alerts
? Key Insights
- Run AI analysis to see insights