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Home Care Reporting & Analytics

Make the right decisions with business intelligence. 

Benchmarking and Usage Report

An industry-first report for Account Owners, the WellSky Personal Care Benchmarking and Usage Report provides a snapshot of how your business is doing in three key areas relative to other agencies using WellSky Personal Care.

  • Business Health Score: How your business is doing (average growth of revenue, payroll, gross profit)
  • Operational Health Score: How well your business is managing staffing, scheduling, and client resources.
  • WellSky Personal Care Usage Health Score: How well your business is leveraging the data available to you in WellSky Personal Care's Analytics module

screenshot_analytics_benchmarks

 

CEO Dashboard

Our agency partners do not have the luxury of slowing operations given the vital role they serve in their communities. So we created the CEO Dashboard Report, a monthly report sent to Account Owners by email. The report contains data from the previous calendar month, allowing Owners to easily analyze their business performance without having to run reports.

The CEO Dashboard provides at-a-glance visibility into business performance across Sales and Marketing, Scheduling, Human Resources, Recruiting, and Finance.

screenshots_analytics_pipelines

 

The right metrics arrive at the right time to the right people - in the inboxes of you and your staff on the cadence you establish.

Analytics and reporting provide the metrics, but in the day-to-day, it can be hard to train staff to pull the reports and manage to the right metrics at the right time. Analytics Delivered enables agencies to email encrypted reports directly from Analytics on a schedule you set.

Here are just a few examples of best practices:

  • To Schedulers: Daily report with today’s and tomorrow’s schedules and open shifts
  • To Owners: Weekly gross profit report
  • To Sales & Marketing: Weekly prospect reports for clients and caregivers
  • To Accounting: Monthly billing vs. payroll report
 
headshot_kunu_kaushal_round"Analytics Delivered is a game-changer for my business operations. We can easily leverage data in our communications and our jobs. For example, we send the daily Open Shifts report to our schedulers, branch director, and recruiting teams in each office. Delivering this level of transparency to our internal teams provides actionable insights that help them do their jobs better."

- Kunu Kaushal, Founder and CEO
Senior Solutions Home Care

Home Care Reports Made Easy

WellSky Personal Care provides end-to-end reporting to help you identify trends and gain insights into the health of your business, which means better care and more profits.

Over 30 Standard Reports

We've done the legwork so you can quickly access revenue by referral source, caregivers who call out most often, expiring certifications, gross profit, and more.

Custom Reports

Select exactly the data you’d like to see. Manipulate and analyze your data right in WellSky Personal Care. Create your own custom reports and save them for future reference. Use flexible Data and Pivot Grids for even deeper insights.

Analytics - Open Shifts

 

Analytics Module

Build dashboards that display key metrics in charts and graphs so you can easily identify trends. See revenue, hours billed, client referrals, client and caregiver pipeline, and more.

  • Create Your Own Dashboards - Set up dynamic dashboards with multiple dimensions, adding in data sets such as profit margin, location, and referral source.
  • A Dashboard for Everyone - Create custom dashboards for each role at your agency. Use these to monitor the business and run your staff meetings.
  • Layer Multiple Data Attributes - Pull in attributes found in different parts of WellSky Personal Care to slice and dice your data.
headshot_bruce_vanderlaan_round"Speed and ease of access, transparency, and real-time updating of data are critical when it comes to evaluating the value of an agency, and even the certainty of closing a deal. Leveraging Analytics Delivered to easily and clearly produce data with a high level of transparency means you are more likely to engage with the right buyer and for the best price."

- Bruce Vanderlaan, Managing Director
Mertz Taggart

Grow Your Agency & Manage Caregivers

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