How to Create a Social Media Plan Like a Pro - Jordan Scheltgen
Dashboard Data Map
1. Participant Enrollment Dashboard - Data Map (v. Feb 2020)
Master Google Sheet: https://docs.google.com/spreadsheets/d/1lRKMPGbqqTN-brsIcYCwCjVTWevAzpk4Y-tZcaq-sZQ/edit#gid=1842788570
JOURNEY STAGE COMPLETIONS
DATA DETAILS ACCOUNT CREATED PRIMARY CONSENT EHR DATA CONSENT CORE PPIs
SCHEDULED
APPOINTMENT
KEPT APPOINTMENT /
CORE PARTCIPANT
Data Source PEO Report Daily Digest Report PEO Report
Calculation: Percentage
Estimation Applied
Calculation: Percentage
Estimation Applied
PEO Report
Data Calculation n/a n/a n/a
EHR Consent x GDS PPI Avg.
Submission Percentage
Core Participant x 1.3 n/a
Data Link Email Report Image
https://joinallofus.atlassian.net
/wiki/spaces/CC/pages/351157
6/Operations+Daily+Digest
Email Report Image n/a n/a Email Report Image
Data Attribution DRC DRC DRC DRC n/a DRC
Data Owner / Host DRC or Scott Sutherland DRC or Scott Sutherland DRC or Scott Sutherland DRC n/a DRC or Scott Sutherland
Notes
DRC Data Feed replaces
PEO Report when activated
DRC Data Feed replaces
Daily Digest when activated
DRC Data Feed replaces
PEO Report when activated
DRC Data Feed replaces
estimation when activated
Based on Pitt. 30%
averages. Need a data
source as available
DRC Data Feed replaces
PEO Report when activated
JOURNEY STAGE DROP OFF PERCENTAGES
Data Calculations
P% = (x - y) / x
(Account Created - Primary
Consent) / Account Created
(Primary Consent - EHR
Data Consent) / Primary
Consent
(EHR Data Consent - Core
PPIs) / EHR Data Consent
(Core PPIs - Scheduled
Appointment) / Core PPIs
(Scheduled Appointment -
Core Participant) /
Scheduled Appointment
--
2. Participant Enrollment Dashboard - Data Map (v. Feb 2020)
Master Google Sheet: https://docs.google.com/spreadsheets/d/1lRKMPGbqqTN-brsIcYCwCjVTWevAzpk4Y-tZcaq-sZQ/edit#gid=1842788570
Media Campaign
Calculations Used
CTR =
Metro Clicks / Metro
Impressions
Attribution Total =
Metro Accounts /
DRC Accounts
Created
Conversion Rate =
Metro Accounts /
Metro Clicks
DATA DETAILS Campaign Impressions Campaign Visits (Clicks) Campaign Accounts Metro Accounts Metro Impressions High Performing Posts
Data Source National Media Campaign National Media Campaign National Media Campaign National Media Campaign National Media Campaign Sprinklr Reporting Module
Data Calculation n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts
n/a - sortable on desired
KPI
Data Link
https://wondros.domo.com/pa
ge/1042121102
https://wondros.domo.com/pa
ge/1042121102
https://wondros.domo.com/pa
ge/1042121102
https://wondros.domo.com/pa
ge/1042121102
https://wondros.domo.com/pa
ge/1042121102
Manual Curation - Need Sprinklr
Data Feed Setup
Data Attribution Wondros Wondros Wondros Wondros Wondros Wondros
Data Owner / Host Wondros Wondros Wondros Wondros Wondros Wondros
High Performing Posts:
automation may be
obtainable via Sprinklr
reporting module and
with a data feed setup.
3. Participant Enrollment Dashboard - Data Map (v. Feb 2020)
Master Google Sheet: https://docs.google.com/spreadsheets/d/1lRKMPGbqqTN-brsIcYCwCjVTWevAzpk4Y-tZcaq-sZQ/edit#gid=1842788570
DATA DETAILS Reach Owned Reach Earned Reach Mentions Owned Mentions Earned Mentions
Brand
Engagements
High Performing
Posts
Data Source
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Brand
Listening Module
Sprinklr Reporting
Module
Data Calculation n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts n/a - sum counts
n/a - sortable on
desired KPI
Data Link
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Manual Curation -
Need Sprinklr Data
Feed Setup
Data Attribution Wondros Wondros Wondros Wondros Wondros Wondros Wondros Wondros
Data Owner / Host Wondros Wondros Wondros Wondros Wondros Wondros Wondros Wondros
High Performing Posts: automation may be obtainable via Sprinklr
reporting module and with a data feed setup.
4. Participant Enrollment Dashboard - Data Map (v. Feb 2020)
Master Google Sheet: https://docs.google.com/spreadsheets/d/1lRKMPGbqqTN-brsIcYCwCjVTWevAzpk4Y-tZcaq-sZQ/edit#gid=1842788570
DATA DETAILS Accounts by Partner Location Enrollment Source by Partner Level Enrollment Source % by Level
Data Source PEO Report or DRC PEO Report or DRC PEO Report or DRC
Data Calculation n/a - location Account counts n/a - partner level Account counts
P% = partner level Account counts /
total Account count
Data Link Email Report Image Email Report Image Email Report Image
Data Attribution DRC DRC DRC
Data Owner / Host DRC or Scott Sutherland DRC or Scott Sutherland DRC or Scott Sutherland
5. Participant Enrollment Dashboard - Data Map (v. Feb 2020)
Master Google Sheet: https://docs.google.com/spreadsheets/d/1lRKMPGbqqTN-brsIcYCwCjVTWevAzpk4Y-tZcaq-sZQ/edit#gid=1842788570
DATA
DETAILS
Core
Participants
by Partner
Location
Core
Participants
by Partner
Level
Core
Participants
% by Level
Core Run
Rate by
Partner
Level
Data Source
PEO Report
or DRC
PEO Report
or DRC
PEO Report
or DRC
PEO Report
or DRC
Data
Calculation
sum
location
Core counts
sum
partner level
Core counts
P% =
partner level
Core counts /
total Core
count
sum daily
partner level
Core counts
Data Link
Email Report
Image
Email Report
Image
Email Report
Image
Email Report
Image
Data
Attribution
DRC DRC DRC DRC
Data Owner
/ Host
DRC or Scott
Sutherland
DRC or Scott
Sutherland
DRC or Scott
Sutherland
DRC or Scott
Sutherland