Skip to main content
Table Of Contents

Insights Dashboard

  • Updated

Welcome to the Insights Dashboard!

This page gives you a quick and easy way to monitor how your program is doing, track caregiver engagement, and manage your recognition budgets.

Let’s get started!

What You’ll Find on the Dashboard

The dashboard is designed to give you a clear picture of your program’s performance. Here are some key features (more details in the next section):

  • All Time Performance
  • Referrals Summary
  • Onboarding Summary
  • Engagement Summary
  • Recognition Budget Tracking

You can also generate CSV reports with detailed information on:

  • How much each admin is distributing bonuses and recognition, and what categories they’re rewarding.
  • Caregiver activity, including how much recognition they’ve received, how many rewards they've redeemed, and more.

Take a look at this guide here for a more detailed explanation on the CSV report.

Supported Platforms

The dashboard works with different scheduling platforms, and some features are only available for platforms that have visit data.

Note: Reports with visit data are available only on the following platforms:

  • HHA
  • Axiscare
  • Wellsky (certain conditions apply)

How to Use the Dashboard

View Your Dashboard Metrics

On the Home Page, you’ll see high-level metrics that show you how your program is performing on a monthly or quarterly basis. Here is what each tab will show you:

All Time Performance

  • Total percentage of caregivers who have logged into their reward account.
  • The number of hires made through the referral program. Includes any manually added candidates by admins.
  • Projected value is calculated as $6000 USD per hire, based on industry reports and agency testimonials.

Referrals

  • The total number of jobs shared by caregivers through the platform.
  • The total number of applications received
  • Average number of days for an applied candidate to be marked as “contacted”
  • The total new hires brought in through referrals

Onboarding

  • The total number of employees who have started working. This number includes Caribou referrals and regular hires.
  • The average number of days from hire to the employee’s first shift, based on scheduling platform data. If this data is unavailable, the date the caregiver is invited to the Caribou rewards program will be used.
  • The percentage of employees who responded to the first shift survey after completing their first visit.
  • The average rating from survey responses on a 1-5 scale, with higher values indicating more positive feedback.

Engagement

  • Number of active employees currently enrolled in the Caribou program
  • This is the number of activities employees have completed, covering EVV, surveys, shifts, milestones, and more.
  • This is the percentage of employees who have completed at least one goal

Recognition

  • Percentage of employees who have received recognition
  • Number of admins who have provided recognition
  • Sum of all recognition points awarded (budgeted and non budgeted)
  • Percentage of allocated budget used for recognition for admins with a budget

Download Detailed Reports

If you need more details, you can generate CSV reports to get in-depth data. Here’s how it works:

  1. Click “Download Report”: It’s an easy-to-find button on the dashboard. Clicking it will start the process of creating your report.
  2. Select the report you want to download, and select the date ranges.
  3. Check Your Email: Once the report is ready, you’ll get an email with a link to download your CSV. Please note, the link will expire in 7 days.

Date Range Options:

  • Preset Date Ranges: You can choose from pre-defined ranges based on the report you’re generating.
  • When Date Options Appear:
    • Date options are shown once enough time has passed (e.g., “Last 30 Days” will appear after 30 days).
    • If a date option isn’t available yet, it will show as disabled until the option is ready.

Take a look at this guide here for a more detailed explanation on the CSV report.

Report Access

Here is some brief insight on the types of reports your agency can access depending on your role:

Home Page Metrics

All admins can see these insights.

Admin Reports

Admin Reports provide valuable insights into your organization's operations. To access these reports, you must have one of the following roles in Caribou:

  • Program Manager
  • Human Resources
  • Executive Admin

You can view and manage admin roles on the Admins page.

Caregiver Reports

All administrators have the ability to download Caregiver Reports. These reports offer detailed information about caregiver activities and performance.

EVV Compliance Reports

EVV Compliance Reports help organizations using specific electronic visit verification (EVV) systems review compliance metrics per employee. These reports are exclusively available to organizations utilizing:

  • HHAX
  • Axiscare
  • Wellsky (certain conditions apply)

Recognition Budget Reports

Recognition Budget Reports provide insights into your organization's recognition budget usage per admin. Access to these reports is limited to organizations with an active monthly recognition budget.

Note: The link to your report expires after 7 days.

 

If you have any questions or need further help, please reach out to help@caribou.care for assistance!