The Business Intelligence Dashboard

Overview

(This is an early reference file. Further details will be added in the coming month.) 

The Business Intelligence Dashboard integrates Ankota with Google analytics to break down your company's numbers in a transparent way. There is no better way to watch your company's success than by utilizing these boards. These are available under the Reporting section in the Business Intelligence subsection.

In order to see these boards, you will need to A) have permissions to view the Reporting section of Ankota and B) in the same browser as ankota, log into the gmail associated with your registered personal administrative profile in another tab. All Business Intelligence Dashboards (BIDs) require a registered gmail log-in. Please note that the newest dashboards are in the process of being rolled out to all customers. If you are logged into the gmail account and still cannot see a dashboard(s), notify Support so that your gmail can be registered.

Caregiver Compliance

The Caregiver Compliance board provides a complex breakdown of arrival EVV, departure EVV, missed clock-ins and clock-outs, GPS violations, average GPS distance, visits without errors, and violations about caregiver. This provides incredible insight into your staff's behavior and adherence to EVV protocol.

Business Execution

The Business Execution board breaks down hours management - what is scheduled, paid, and billed. This is an excellent way to share general hours and status without having to share internal financial data. No dollar amounts are showed.

Finance

The finance board is a company overview: it breaks down clients, visits, hours, and billed amounts (billed hours, billable hours, billed amount, and remaining amount to be billed). 

Revenue

The Revenue board summarizes your potential financial intake. 

Efficiency

The efficiency board is an extended Authorized vs. Delivered report.