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Getting Started with the Dashboard

This article provides a brief overview of how to navigate the Dashboard. 

When you log in to SureImpact, the Dashboard opens by default. The following tiles are updated in real-time: 

Unique Clients in SureImpact: This tile displays the unique number of clients in SureImpact.

Programs with Enrollment: This tile displays the number of Programs in SureImpact that have clients enrolled.

Unique Clients Served: This tile displays the unique number of clients who have received services in SureImpact.

Unique Clients Enrolled in Programs: This tile displays the number of unique clients enrolled in Programs.

Dashboard Filters

Use the filters in the upper-right corner of the Dashboard to focus the data displayed across all dashboard modules. When filters are applied, every module on the Dashboard updates to reflect the selected criteria.

Note: If no filters are selected, the Dashboard displays all available data for all time.

Available Filters

Client

Use the Client filter to view Dashboard data for a specific client.

    • Open the Client filter.
    • Select the desired client.

All Dashboard modules will update to display data associated with the selected client.

Program Enrollment

Use the Program Enrollment filter to view data based on whether clients are enrolled in a program.

Available options include:

  • Has Program Enrollment – Shows data for clients who are enrolled in a program.
  • Does Not Have Program Enrollment – Shows data for clients who are not enrolled in a program.

When Has Program Enrollment is selected, additional filters become available:

  • Program – Filter by a specific program.
  • Service Date Range – Filter the program enrollment based on the Enrollment Start Date and/or Enrollment End Date.

When Does not have Program Enrollment is selected, additional filters become available:

  • Program – Filter by a specific program.

  • Program Date Range – Filter the program enrollment based on the Enrollment Start Date and/or Enrollment End Date.

The Dashboard will then display data for clients who were not enrolled in the selected program during the specified date range.

Recent Measures

Use the Recent Measures filter to view data based on whether clients have had measures added in SureImpact.

Available options include:

    • Has Recent Measure – Shows data for clients who have received a measure.
    • Does Not Have Recent Measure – Shows data for clients who have not received a measure.

When Has Recent Measure is selected, additional filters become available:

    • Measure – You can filter by a specific measure, or you can select Any to filter by clients who have had received any measure.
    • Measure Date Range – Filter measures based on the date they were recorded.

When Does not have Recent Measures is selected, additional filters become available:

  • Measure – Filter by a specific measure.
  • Measure Date Range – Filter the measure based on the Measure Date Range.

The Dashboard will then display data for clients who did not receive the selected measure during the specified date range.

Recent Services

Use the Recent Services filter to view data based on whether clients have received services.

Available options include:

    • Has Recent Service – Shows data for clients who have received a service.
    • Does Not Have Recent Service – Shows data for clients who have not received a service.

When Has Recent Service is selected, additional filters become available:

    • Service – Filter by a specific service.
    • Service Date Range – Filter services based on when they were provided.

When Does not have Recent Services is selected, additional filters become available:

  • Service – Filter by a specific service.

  • Service Date Range – Filter the service based on the Service Date Range.

The Dashboard will then display data for clients who did not receive the selected service during the specified date range.

Applying Filters

Filters can be used individually or in combination to refine the data displayed on the Dashboard.

To apply your selections:

    • Configure one or more filters.
    • Click Apply.

All Dashboard modules will immediately refresh and display data based on the selected filter criteria.

Side Navigation

Under these four tiles, you will see the Client Outcomes Dashboard and the navigation to open the following:

Note: Click the applicable link to view the knowledge base article for each part of the navigation.