Public House is excited to release new Reports and Dashboards to give affordable housing programs unprecedented insights into their application management.
Intake Outreach
- Monthly Eligible & Ineligible: Stacked Column Chart, Created Date grouped by Month
- Income by Household Size: Column Chart
- Household Size: Column Chart
- Demographics: Column Chart
- How to quantify marketing efforts to underrepresented groups?
Application Processing Dashboard (Operational)
In most cases, this dashboard can be filtered by program.
- Candidate Pool, Prospects vs Applicants: Donut Chart %
- Application Funnel: Funnel Chart grouped by Application Status
- % of Expired Approvals: Donut Chart %, Approved vs Approved Expired
- Applications in Document Review: Gauge & List
- Applications in Determination: Gauge & List
- Upcoming Application Deadlines: List, Application Due in next 7 days
- Upcoming Correction Deadlines: List, Document Corrections Due in next 7 days
- Help Requests: Gauge & List, Open
- Processing Flags: Gauge & Donut Chart % grouped by category
- Returned Documents: Donut Chart % grouped by type
- Invalid Uploads: List
Application Processing Staff Analytics
All charts are by Month over the last 6 months
Look into adding filters by ownership.
- New Prospects: Column Chart grouped by month
- Application Invitations (Direct): How to track how many were submitted?
- Application Invitations(Property Campaign): Stacked Column Chart grouped by Application Invitation response
- Documents Reviewed: Column Chart grouped by month
- Returned Documents: Column Chart grouped by month
- Eligibility Determination: Stacekd Column Chart grouped by month stacked by Approved vs Declined
- Recommended Household Invites: Column Chart stacked by Recommended Household Status
- Support Cases: Column Chart stacked by Category) – how can we see this compared to application volume?
Application Processing Times
- Avg Application Cycle Days
- Avg Application Start Days
- Avg Days to Submit Application
- Avg Document Review Days
- Avg Document Correction Days
- Avg Determination Time (Column chart)
- Avg Document Requests (avg required doc)
- Returned Documents (Donut chart %, by type)
- Avg # of Files Uploaded
- Avg # of Logins (Applicant vs Co-App?)
- Avg # of Submissions
Submitted Application Analytics
Organizations can filter or clone for multiple Housing Program Campaigns
- Household Size
- Household Income
- Household Debt
- Household Assets
- Credit Score
- Female Head of Household
- ??
Housing Program Campaign Analysis
- Prospect Conversion %: Donut Chart, Show Applicants and Ineligible with Application Start Date, excludes current Prospects
- Prospect Conversion Avg Months: Gauge
- Prospect Opt-Out Reasons: Dount Chart grouped by Pot-Out Reason
- Prospect Attrition: Gauge, Donut Chart, Categories: Screening Form Ineligible, Screening Form Expired, Opt Out Prospects
- Prospect Attrition Age: Gauge, Filter by Ineligible, no Start Date, Age = Ineligible Date – Waitlist Join Date
- Avg Prospect Age: Geuge, Filter by Status=Prospect, Age= Today – Waitlist Join Date
- Applicant Conversion %: Gauge, Filter by Ineligible & Ineligibility Reason=Advanced
- Applicant Conversion Avg Months: Gauge, Filter by Ineligible & Ineligibility Reason=Advanced, excludes current Applicants, Age = Ineligible Date – Waitlist Join Date
- Applicant Opt Out Reasons: Donut Chart, Filter on Ineligible and Start Date not blank
- Applicant Attrition Age: Gauge, Filter on Ineligible and Ineligible Reason not Advanced, Age=Ineligible Date – Start Date
- Avg Applicant Age: Gauge, Filter on Applicants, Age=Today – Start Date
Review Homekeeper Demographics Reports
Note: This is based on people keeping Campaign Members in the system. The Housing Program Campaign page layout should have an override of the Campaign Member chart that only shows Member Status Prospect/Applicant and display a Campaign Member List that includes Application Status and Due Date.
Public House Value
Monthly tracking charts to demonstrate Public House is working hard. 6 month column charts
- New Applicants
- Uploads Monthly and Total
- Portal Traffic / Logins
- SMS Sent
- Emails Sent
- Co-app Logins
- Processing Fees
- Signatures Applications signed or the number of people signed?
- Total Combined PDFs
- Campaign Application Invitations
- Property Application Invitations
- Rec Households Invitations
- Translations (early 2024)
System Health Level
Is this a dashboard? Or are these system checks?
Invalid Required Document Files
- Document upload functionality
- Application portal functionality
- Screening forms functionality
- Stripe functionality
- System uptime
Resident Portal
Annual Survey Monitoring
- Invitations per month
- Response time
- Delinquent responses
- % Residents with up-to-date surveys
- Custom Notifications