Overview

The new Organization Dashboard provides a consolidated view of key aggregated metrics across the entire organization, including those with multiple Providers. 

Initial metrics include total counts for: Providers, Accounts, Activity, Engagement, Inventory, and People.

Users can toggle between viewing statistics at the Organization level or for a specific Provider 

This dashboard replaces the previous provider sign-in/selection process for Staff Admins (and Staff with access to multiple providers) 

After signing in via the existing HomeSight link (your-org.homesight.cloud), Staff Admins will see a dashboard listing all Providers they have access to. 

Access limited to Staff Admins and Staff with permissions for two or more Providers. This becomes their new landing page upon sign-in.  By navigating into a specific Provider in the dashboard the normal web portal can be accessed by clicking on “View portal”.

Updates

Top Category tile clarifications

Top category tiles now include "Total" to indicate these are current total snapshots

• Providers --> "Total" label

• Accounts --> "Total" label

• Activity tile

  • Changed to Calls and --> "Total" label

• Moved Tasks --> Engagement and made this simply a shortcut to that page

• Inventory -->renamed to "Wellness Hubs"

• People --> "Total" label

example:

Engagement category updates

• Update Engagement tile to not have any stats (shortcut navigation only)

• new tabs underneath:

  • General

    • Media Shared - with label "Photos / Videos"

    • Tasks (moved from Activity category)

      • The count shown is now for "Completed tasks"

  • Apps

    • Faith First

      • and updated the count / chart to be based on cumulative total of assigned accounts

  example:

  

  

  Export to .xls

  From any view (selected tile and chart/table below), click on the "Export xls" button to download an Excel file that contains a tab for the top tile statistics and a tab for the chart or table below.