Program Management Dashboard

Program Management

Data Upload · Manage waves · View program status

Data Source

Data Upload

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Select the Excel file containing client survey responses.
The app will score every client automatically.

Reading file...

Program Performance Snapshot

Target Clients 48

Key Acct. Mgrs. 12

Survey Yield — Current 94%

Survey Yield — 12-Mth. 91%

1st Wave Reply — Current 88%

2nd Wave Reply — Current 96%

No Reply — Current 6%

Kickback Emails — Current 3%

360 Completions — Current 87%

360 Completions — 12-Mth. 89%

Program Data File Inventory

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Data_Wave_2_Sep2024.xlsx

Loaded: September 15, 2024 · Wave 2 of 3

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Data_Wave_1_Mar2024.xlsx

Loaded: March 12, 2024 · Wave 1 of 3

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Data_Baseline_Sep2023.xlsx

Loaded: September 8, 2023 · Baseline Survey

Reference

Documentation & Resources

Survey Cadence

Surveys run twice per year, approximately every 6 months. Results are compared wave-over-wave to track relationship trajectory.