Analytics Overview

August 25, 2022 21:42

Tier: Free, Claimer, Basic, Professional, Enterprise

Overview

Findhelp's Analytics dashboards provide both high-level and detailed views of your social care network, community needs, and activity.

In addition to tracking your impact, whether it be personal, programmatic, or platform-wide, you will be able to monitor key metrics such as users, searches, and connections to programs. Analytics allow you to make data-driven decisions so that you may help as many people as possible.

The Benefits of Our Analytics Suites:

Always Available, Updated Daily: Your analytics suites are always available on your Site Analytics page, and are updated daily, meaning you don’t have to wait until the end of the month to gather key insights.
Filters and Data Ranges: Analytic suites allow you to change various filters and data ranges, meaning you can slice and dice data in the way you want.
Downloadable: Dashboards and reports are available to download as a CSV file if your team wants to further analyze the data.

Depending on your role or organization, you may have access to one of the following Analytics suites:

- Personal Analytics - available for all users and shows activities you've taken on the platform
- Program Analytics Dashboards - for users that have claimed and manage their programs on the platform
- Site Analytics Dashboards - for designated customer users with their own branded sites
- Group-Based Analytics - for all Site Workers on a branded Customer Site

Table of Contents

Personal Analytics
Program Analytics
Site Analytics
- Group-Based Analytics

Personal Analytics

Tier: Free

The My Activity Dashboard is available for all users and shows metrics for the activities you've taken on the site.

Dashboard Name	Metrics
My Activity Dashboard	Your most recent search activity Your referral activity Recently added programs in your area Your searches by dates

Program Analytics

Tier: Claimer

Program Analytics are available to all users who have claimed a program on the platform. These dashboards reflect metrics for managing your program such as how often people are interacting with your program, inbound referral requests, reporting on Screeners, if you have one set up.

If you have yet to claim your program go to: findhelp.org/claims.

Dashboard Name	Metrics
Claimed Program Dashboard	The number of times your program showed up in searches on findhelp. The number of people who viewed your program. Where people are searching for your program. Referral and status information for referrals made to your program. Programs people have clicked, who have also clicked on your program.
Data Collection Form Dashboard	The number of Data Collection forms Submitted Data collection form details
Screener Dashboard	The number of Screeners submitted over time. Eligibility breakdown of submitted Screeners. Average time to complete your screener. Referral statuses Screener response details
Search Trends in your Coverage Area	What are the general search trends in my program's coverage area in terms of volume, search term, and geography? How have searches in my program's coverage area within a service category changed over time? How have searches within a certain area of my program's coverage area changed over time?

Site Analytics

Tier: Basic, Professional, Enterprise

Site Analytics are available for all Customers who have a branded findhelp platform of their own (Customer Site). Customers can provision users to access these dashboards with the User and Group Management tool.

Customer Analytics gives you key insights into activities happening on your platform, to help you identify trends and measure your impact.

Using your Analytics dashboards, you can glean key insights into search trends, social care needs, user adoption, referral activity and their outcomes.

When deciding on which dashboard you want to use, first think about the questions you want to answer, and the information you’re trying to gather to answer those questions.

Below is a helpful chart listing out which dashboard corresponds to what kind of questions:

Dashboard Name	Questions Answered
Site Activity
Site Activity Summary	How many and what type of people are interacting with the platform? How are these users engaging with the tool? What are the trends over time around users, or how users engage with the tool?
Search Activity	What are the general search trends in terms of volume, search term, and geography? How have searches within a service category changed over time? How have searches within a certain geography have changed over time?
Flyout Activity	How many times did the Flyout appear? How did users engage with the Flyout?
Network Overview	What are people looking for on my site, and how is that different from the greater overall network? What do my users, searches, and connections look like against the broader network in my community?
Needs Analysis
Assessment Activity	How many assessments were submitted over time? How many people were assessed? And what proportion had a need identified? What social needs trends were observed?
Site Assessment Details	Who are the individuals who have been assessed through the platform? What are the individual seeker, social needs, and navigator details of each assessment that is being completed?
Referral Activity	How many referrals have been made? For how many individuals? What are the statuses of the referrals? Were people able to get help? Which programs are referred to most frequently? And are people able to get help?
Site Referral Details	Who are the individuals who have been helped through the platform? What are the program, organization, and navigator details of each referral that is being sent?
Staff Adoption
Group and Worker Activity	How often are groups and/or individuals using the site? What group(s) is an individual user a part of?
Resource Management
Program Summary Dashboard	How many programs are in my service area? And are they claimed? What programs do your users commonly engage with on your sites? And how are users engaging with them (i.e. interact, connect, refer)

Group-Based Analytics

Tier: Basic, Professional, Enterprise

Group-based Analytics are automatically available for all Site Workers on a branded findhelp platform of their own (Customer Site).

Group-Based Analytics have the same metrics as the Site Analytics dashboards with the same name, but the data in the dashboards will only reflect their groups' searches, referrals, and assessments.

The data returned in these group-based dashboards will reflect the user's activity plus anyone that they share a group with. If no one is in their group, they will only see their own data.

Workers will have a My_Groups filter. This filter will contain all of the Customer-created groups that the Worker is a member of. The My_Groups filter will exclude the standard groups ('PII-Only Reporting Access', ‘Aggregate and PII Reporting Access', 'Aggregate-Only Reporting Access', 'Site Admin’).

Using your Analytics dashboards, you can glean key insights into search, referral, and assessment trends.

Below is a helpful chart listing out which Site Analytics dashboards are available in as a Group-based dashboard:

Dashboard Name	Questions Answered

Group-Based Search Activity	What are the general search trends in terms of volume, search term, and geography for me and users in my group? How have searches within a service category changed over time for me and users in my group? How have searches within a certain geography have changed over time for me and users in my group?
Needs Analysis
Group-Based Assessment Activity	How many assessments were submitted over time by me and users in my group? How many people were assessed by me and users in my group? And what proportion had a need identified? What social needs trends were observed?
Group-Based Referral Activity	How many referrals have been made by me and users in my group? For how many individuals? What are the statuses of the referrals made by me and users in my group?? Were people able to get help? Which programs are referred to most frequently by me and users in my group?? And are people able to get help?

For additional details on the dashboards listed above, please view the detailed Site Analytics Overview articles.

Helpful Resources

Accessing & Assigning Analytics