Tableau Reports and Dashboards for Viewers: Splash Dashboard Catalog and Details (Programs Focus)

The article provides links and a brief description of the most commonly used Splash dashboards, with focus on the Programs related work and data. 

We use these dashboards for internal tracking of program activities and progress and for external communications with donors and other stakeholders. These dashboards utilize output data from Salesforce and survey data from CommCare and sometimes other sources, via the Splash MLE Data Tech Stack.

  1. Project WISE Deployment Progress
  2. Grant Progress - Infrastructure and Behavior Change Outputs 
  3. Project WISE Beneficiaries and Sites - Demographics Summary 
  4. Splash Global Footprint - Beneficiaries and Sites
  5. Cascade to Impact (C2I) KPIs
  6. Project WISE Outputs Report (2018 to Now) 
  7. Addis Ababa Specific reports (Impact and MLE)
  8. Kolkata Specific reports (Impact and MLE)

For help or additional details, please contact the MLE team.

Project WISE Deployment Progress

Click on link to open: Project WISE Deployment Progress by Group: Views - Tableau Cloud

Location in Splash Tableau Online portal: 2. Programs Team -> 2.1 Project WISE General -> Project WISE Deployment Progress by Group

Report Description: multiple tabs. The report shows the Deployment Progress by scope and associated Beneficiaries, Outputs and Exceptions.

The first page, Project WISE Progress Dashboard, shows the high-level status of Project WISE work (water and sanitation infrastructure, behavior change activities and donor plaques) by City, Project WISE Group (and batch if applicable). The sites where work was Completed in full or is Pending are shown on a city map.

The supporting pages/tabs include site-level details of deployment progress. You can also find site-level or aggregate results for Outputs (BC and MH trainings, infrastructure works).

Target Audience/Solution for: Internal Splash; project planning/progress overview, outputs reporting.

Data source: Salesforce Program Data.

Data quality: the dashboard is only as accurate as the data entered into Salesforce.

Data timeliness: The data is refreshed once a day, every day, at 6-7 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

Grant Progress - Infrastructure and Behavior Change Outputs

Click on link to open: Grant Progress - Infrastructure and Behavior Change Outputs

Location in Splash Tableau Online portal: 2. Programs Team -> 2.5 Grant Outputs Report -> Grant Progress - Infrastructure and Behavior Change Outputs

Report Description: multiple tabs. The report shows all outputs currently in Salesforce for a selected grant.

The first page, Grant Progress Overview, shows the high-level summary of the Grant details, Infrastructure and Behavior Change Outputs completed and recorded in Salesforce to date.

The supporting pages/tabs include site-level details of training and installations, with dates of work completion and other relevant details.

Target Audience/Solution for: Internal Splash; all responsible for the Grant Narrative and Outputs reporting on Grant level (Dev, etc.). Please contact the MLE team if you consider sharing any portion of the dashboard externally.

Data source: Salesforce Program Data.

Data quality: the dashboard is only as accurate as the data entered into Salesforce.

Data timeliness: The data is refreshed once a day, every day, at 6-7 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

Subscription via email: available. Please contact the MLE team if you would like to be subscribed to this report (please include the Grant Name(s) and tabs/pages you are interested in).

Additional site-level tabs available per grant are below. The tab remains blank if no work is recorded for the selected Grant for a specific Output type.

Project WISE Beneficiaries and Sites - Demographics Summary

Click on link to open: Project WISE Beneficiaries and Sites - Demographics Summary

Location in Splash Tableau Online portal: 2. Programs Team -> 2.1 Project WISE General -> Project WISE Beneficiaries and Sites - Demographics  Summary

Report Description: multiple tabs. The main dashboard, 'WISE Demographics Summary', shows how many sites/campuses are now assigned to a Project WISE Group in each city, and how many are eligible for Project WISE but are not yet assigned to a specific Group. The dashboard also shows the associated school population by role (students vs. staff) and gender. In addition, it shows the estimated number of Girl students age 10-18 (we use school grade for age estimate).

The additional tabs of the report provides details for:

  • WISE Beneficiaries - Site List Detail
  • Group Analysis (Enrollment by Grade, Site Size)
  • Projected WISE sites & schools in SF
  • Sites Non-Eligible for WISE Based on Enrollment*

*Site is eligible for Project WISE if its student enrollment is at least 50 students (common in Kolkata), or if it shares Campus with a site with student enrollment is at least 50 students. If Student Enrollment is unknown at this time ('population estimate is unknown'), the assumption is the site is eligible for Project WISE.

Target Audience/Solution for: Internal Splash; external communication as needed. Please contact the MLE team if you consider sharing any portion of the dashboard externally.

Data source: Salesforce database.

Data quality: the dashboard is only as accurate as the data entered into CommCare/Salesforce.

Data timeliness: The data is refreshed once a day, every day, at 6-7 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

Subscription via email: available. Please contact the MLE team if you would like to be subscribed to this report (please include the filters and tabs/pages you are interested in).

Splash Global Footprint - Beneficiaries and Sites

Click on link to open: Splash Global Footprint - Beneficiaries and Sites

Location in Splash Tableau Online portal: 2. Programs Team -> 2.6 Program Impact -> Splash Global Footprint- Beneficiaries and Sites

Report Description: 1 tab. Shows number of sites and beneficiaries Splash serves by country, site type (school, orphanage, etc.) and beneficiary type (kids, staff, adult residents/students).

The dashboard shows Cumulative Number of Beneficiaries Year over Year and associated number of Sites. The bottom graph shows how many New beneficiaries were added to the Splash footprint every since since 2007. Please see details below on how these numbers are gathered:

The dashboard shows data only for sites where an MoU record exists in Salesforce for any scope of work (just Behavior Change, just Infrastructure or Combination). Splash may or may not have started any Work at the site.

If a site exists in SF but has no MoU record, it will not get reflected on this dashboard. If a site has signed several MoUs with Splash over the years, the Year of the First MoU signing is reflected in the dashboard, while beneficiaries/population data is the most recent available in SF.

Example: a school in Kolkata received teacher training in 2016 from Splash, with the First MoU Start date of 2016 in Salesforce and population of 1,000 beneficiaries. In 2018 the school joins Project WISE Group 1, a new MoU record gets added to Salesforce with MoU Start Date in 2018. Splash MLE team does population/enrollment survey in 2018 and finds 850 beneficiaries (down from 1,000 beneficiaries in 2016). In the dashboard, the site will get shown in 2016 with 850 beneficiaries added to the total Splash beneficiaries footprint.

Target Audience/Solution for: Splash Development team, External Splash. This is your go-to for all the newsletters etc. to show ‘how many kids, students (including adults), staff and ALL Splash has benefited globally from 2007.

2020 numbers reflect beneficiaries where MoU was signed but work has not necessarily started  be careful! In May 2020, at the first review of this dashboard, Cyndie recommended the Development team to only use numbers up to 2019.

Data source: Salesforce Program Data (including Commcare most recent enrollment data).

Data timeliness: The data is refreshed once a day, every day, at 6-7 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

Subscription via email: available as of August 2020. Please contact the MLE team if you would like to be subscribed to this report (please include the filters you are interested in).

 

Cascade to Impact (C2I) KPIs - Addis Ababa

Click on link to open: C2I dashboard - live data - internal with backup data

*New as of Jan 27 2021*: CIFF Leadership team now has direct online access to the main dashboard (without backup data).

Location in Splash Tableau Online portal: 2. Programs Team -> 2.1 Project WISE General -> CIFF Cascade to Impact (C2I)

Report Description: multiple tabs. The report shows the latest results for the Key Performance Indicators (KPIs) agreed upon between Splash and CIFF, to describe the outcomes of Project WISE. The report also includes the backup data from Salesforce, on site level, to provide visibility on how the results are calculated.

Ensure to review tab 'KPI Approach' to understand how to use the dashboard and how the KPIs are calculated.

Target Audience/Solution for: Internal Splash; M-Team and MLE Lead for communicating with CIFF. For now, the C2I dashboard is for internal purposes to help inform communications with CIFF. Please contact the MLE team if you consider sharing any portion of the dashboard externally.

We are planning on creating a CIFF-specific dashboard that will include these KPIs and it is our intention to give CIFF direct access to that dashboard.

Data source: Salesforce Program Data, CommCare.

Data quality: the dashboard is only as accurate as the data entered into Salesforce and CommCare.

Data timeliness: The data is refreshed once a day, every day*, at 6-7 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

* Exception: KPIs 2 a) and 2 d) are calculated outside of Tableau/manually and are periodically entered manually into the dashboard.

Subscription via email: available as of November 2020. Please contact the MLE team if you would like to be subscribed to this report (please include the filters and tabs/pages you are interested in).

Project WISE Outputs Report (2018 to Now)

Click on link to open: Project WISE Outputs Report: Summary (Internal)

Location in Splash Tableau Online portal: 2. Programs Team -> 2.1 Project WISE General -> Project WISE Outputs Report: Summary (Internal)

Report Description: 3 tabs. provide immediate visibility to the key Project WISE outputs recorded in Salesforce for 2018 and onward (so only India and Ethiopia work in schools).

Shows all the key Project WISE related outputs recorded in Salesforce from 2018 to now. The dashboard can be filtered to show results by Country, Year of work completion, or Project WISE group in various combinations.

The dashboard consists of 3 tabs/pages:

  1. Outputs Summary (map, high level view of the outputs, both Infrastructure and Behavior Change, and also Beneficiaries #)
  2. Infrastructure Outputs (more detailed view of each Infrastructure record type, for example, number of installations by month and type)
  3. Behavior Change Outputs (more detailed view of each Behavior Change record type, for example, number of Training Sessions (not just participants) by month and gender of the participants)

Target Audience/Solution for: internal to Splash. Please contact the MLE team if you consider sharing any portion of the dashboard externally.

Data source: Salesforce Program Data.

Data quality: the dashboard is only as accurate as the data entered into Salesforce.

Data timeliness: The data is refreshed once a day, every day, at 6-9 am Seattle time ( = 6:30 pm-7:30 pm Kolkata time, = 4:00-5:00 pm Addis time). If the record is added to Salesforce during or after the refresh time period, you will see the added record reflected in the dashboard the next day.

Subscription: available as of August 2020. Please contact the MLE team if you would like to be subscribed to this report (please include the filters and tabs/pages you are interested in).

Addis Ababa Specific reports (Impact and MLE)

Click on link to open: Addis Ababa Specific

Location in Splash Tableau Online portal: 2. Programs and Impact -> 2.2 Impact and MLE -> 2.2.1 MLE Results -> Addis Ababa Specific

Report Description: various reports and visualizations on program outcomes are available: results of handwashing with soap observations before meals and after toileting, Pre-Implementation, Post-Implementation and Routine Monitoring survey results per site, overall site ranking based on the survey results (to identify best/worst performers and prioritize the visits).

Kolkata Specific reports (Impact and MLE)

Click on link to open: Kolkata Specific

Location in Splash Tableau Online portal: 2. Programs and Impact -> 2.2 Impact and MLE -> 2.2.1 MLE Results -> Kolkata Specific

Report Description: various reports and visualizations on program outcomes are available: results of handwashing with soap observations before meals, Pre-Implementation, Post-Implementation and Routine Monitoring survey results per site, overall site ranking based on the survey results (to identify best/worst performers and prioritize the visits).