SCFA Executive Dashboard — Leadership Walk-Through

Live, Interactive — Not Screenshots

Walk the real dashboard

The frames below run the actual working dashboard with your real numbers. Use the guided tour to step through it, or click and explore directly. Switch between the desktop and mobile experience.

SCFA Executive Dashboard · Board view · open full screen ↗

GUIDED TOUR

Headline Performance

Six board-ready metrics sit at the very top — total services, clients served, CYSHCN, and data quality. This is the first thing your board sees.

Mapped to the Original Proposal Scope

The project in three phases

Your $8,000 Dashboard Development contract runs on a 100-day timeline with three payment gates (50% / 25% / 25%). Here's where we are, with a director's note at each phase.

1

Foundation & Prototype

Days 1–50 · Activation 50%

✓ DELIVERED

$4,000 / 50% — activation payment

✓ Data Audit & Spreadsheet Cleanup ($1,500)
✓ Executive Dashboard v1 ($800)
✓ Public Impact Dashboard v1 ($1,200)
✓ Leadership Review & Refinement ($500)

Director's note — Complete. Both official HRSA years (2023-24 & 2024-25) are loaded, Form 10 is reconciled against the filings of record, demographics are de-identified, and the same data drives three audience views plus a year-over-year compare. This prototype is what you're approving today.

2

Live Data & Integration

Days 50–100 · Activation 25%

◐ NEXT — ON APPROVAL

$2,000 / 25% — activates on Phase 1 sign-off

◐ CRM Data Integration ($1,000)
◐ Live Data Pipeline / Automation ($1,300)
◐ Dashboard Data Validation ($1,100)
◐ 360SCDHub REST API + Sync Service

Director's note — This is where the dashboard goes from annual snapshots to live. To start, we need two things from SCFA: (1) hosting + database credentials for 360SCDHub, and (2) the 2024-25 Activity Tracker export — that granular data powers the detailed Service-Unit breakdowns and real-time refresh. It also unlocks true custom date ranges.

3

Final Delivery, Training & Approval

By Day 100 · Final 25%

○ PENDING

$2,000 / 25% — due on final approval

○ Training & Documentation ($600)
○ Final production deploy + demo to Moses
○ Unified real-time reporting
○ Grant-ready data & ~$5K/yr savings

Director's note — The finish line: SCFA owns a self-maintaining reporting system, the public sees an impact story, and your team walks into grant renewals with clean, defensible numbers. Final payment is due on sign-off. Total contract: $8,000.

Phase 1 Receipt

What's delivered today

Every Phase 1 scope line, accounted for. ✓ done · ◐ in progress · ○ later phase.

✓ Executive Dashboard — Board view $800

✓ Public Impact (de-identified) view $1,200

✓ Data audit, cleanup & validation $1,500

✓ Two official HRSA years loaded 2023-25

✓ Form 10 reconciliation (internal vs filed) ✓

✓ Year-over-year compare mode ✓

✓ Official source-report links ✓

◐ Leadership review session $500

Ready to approve Phase 1?

Approving Phase 1 confirms the prototype meets the proposal scope and activates Phase 2 (Live Data & Integration). We'll schedule the kickoff within 7 days and request the 360SCDHub credentials + tracker export.

Open the Full Dashboard ↗