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Understanding the Date Interval Scorecard

This scorecard includes all the date interval tracking calculations offered in Neoserra.

Date interval tracking measures the average time between one event and another event. For example, it can measure the average time between the start date of a client and their first counseling session. Or the average time between their first initial counseling session and their first follow-up counseling session.

When you create the definition for this scorecard and you set the date range, then you should be aware that Neoserra assumes that the FIRST event must fall within the date range, and the second event can occur at any time after the first event. If the second event occurs before the first event, then this would create a negative event, and it is ignored for purposes of the scorecard line item calculations.

Lastly, it is important to note that the average number of days are always presented as whole numbers. Thus, if client X receives their first counseling session 2 days after their start date; and Client Y received their first counseling session 3 days their start date, then 2 + 3 = 5 and the average would be 2.5 which is rounded to 3 days on average on the scorecard.

Neoserra offers a number of system-defined ways of tracking intervals, each of which is described below:

To run the scorecard, simply select Manage|Scorecards and then choose Generate Scorecard. From the "Layout" drop down choose: "Date Interval Scorecard" and then set the dates, centers and funding sources as appropriate, keeping in mind that this scorecard has specific rules that may be different from other scorecards. In order for a client/session to be considered for this scorecard it must:

  • The initial and follow-up sessions/events must have the Reportable? check box selected, and it should be noted that admin, close-out and impact sessions are all ignored for purposes of this scorecard;
  • The "leading" event must have a date that falls between the Cumulative Period Start Date and the Scorecard End Date;
  • The "following" event can not have occured, at any time, prior to the leading event;
  • All records, including the corresponding client and/or session records must be assigned to the center(s) specified in the scorecard definition;
  • Both the "leading" and the "following" session records must be categorized under the funding/sub-funding sources specified in the scorecard definition.

Note: Several scorecard line items reference the "first session" or "first training attendance," it is important to realize that this references the 1st session/training within the scorecard reporting period, not the 1st session/training over the course of the client's entire history.

Average # of Days between Client Sign-up and Client Start Date

This metric is designed to track the average number of days between a client signing up on eCenter Direct and being accepted into the system as a client record. It should be noted, that the metric also includes clients that were manually entered into Neoserra. The metric specifically looks at the "Date Created" in the Audit panel, and measures the total number of days until the client "Start Date" on the client record:

For purposes of this calculation the Date Created is the leading parameter, which means that the Date Created must fall within the reporting period. The client Start Date may fall outside of the reporting period. However, if the client Start Date precedes the Date Created then the value is not taken into consideration.

Average # of Days between Client Sign-up and 1st Counseling Session

This metric is designed to track the average number of days between a client signing up on eCenter Direct and their first counseling session. It should be noted, that again the metric also includes clients that were manually entered into Neoserra. The metric specifically looks at the "Date Created" in the Audit panel, and the first counseling session date with the client:

For purposes of this calculation the Date Created is the leading parameter, which means that the Date Created must fall within the reporting period. The client's Counseling Session Date may fall outside of the reporting period. However, if the client Counseling Session Date precedes the Date Created then the value is not taken into consideration.

Average # of Days between Client Start Date to 1st Counseling Session

This metric is designed to track the average number of days between the client Start Date and their first counseling session. It should be noted, that again the metric also includes clients that were manually entered into Neoserra. The metric specifically looks at the "Start Date" on the client record, and the first counseling session date with the client:

For purposes of this calculation the Start Date is the leading parameter, which means that the Start Date must fall within the reporting period. The client's Counseling Session Date may fall outside of the reporting period. However, if the client Counseling Session Date precedes the Start Date then the value is not taken into consideration.

Average # of Days between 1st Bus. Financing Training Attendance in the period and 1st Cap. Infusion

This metric is designed to track the average number of days between a client attending a training event where the Primary Topic is set to "Business Financing" and the client's first loan following the event. It should be noted, that a client may attend multiple events during the reporting period, and Neoserra will use the date of the first Business Financing event that they attended. The metric specifically looks at the event "Start Date" and the Date Completed on their first capital infusion record following the event:

For purposes of this calculation the date of the event is the leading parameter, but it is important to note that Neoserra uses the Reporting Date to determine whether the event should be included for consideration in the scorecard, or not. Capital Funding that precedes the Event Start Date is not taken into consideration.

Average # of Days between 1st Bus. Start-up Training Attendance in the period and Bus. Established

This metric is designed to track the average number of days between a client attending a training event where the Primary Topic is set to "Business Start-up/Preplanning" and the client's "Date Company Established." It should be noted, that a client may attend multiple events during the reporting period, and Neoserra will use the date of the first Business Start-up/Preplanning event that they attended. The metric specifically looks at the event "Start Date" and the Date Company Established:

For purposes of this calculation the date of the event is the leading parameter, but it is important to note that Neoserra uses the Reporting Date to determine whether the event should be included for consideration in the scorecard, or not. If the Date Company Established precedes the Event Start Date then it is not taken into consideration.

Average # of Days between 1st Bus. Start-up Training Attendance in the period and RBSI Date

This metric is designed to track the average number of days between a client attending a training event where the Primary Topic is set to "Business Start-up/Preplanning" and the client's "Reportable Business Start Impact Date." It should be noted, that a client may attend multiple events during the reporting period, and Neoserra will use the date of the first Business Start-up/Preplanning event that they attended. The metric specifically looks at the event "Start Date" and the Reportable Business Start Impact Date:

For purposes of this calculation the date of the event is the leading parameter, but it is important to note that Neoserra uses the Reporting Date to determine whether the event should be included for consideration in the scorecard, or not. If the Reportable Business Start Impact Date precedes the Event Start Date then it is not taken into consideration.

Average # of Days between 1st Financing Counseling in the period and 1st Capital Infusion

This metric is designed to track the average number of days between a client's first counseling session in the reporting period where the Counseling Area is set to "Financing/Capital" and the client's first capital infusion following the session. It should be noted, that a client may have multiple sessions related to financing during the reporting period, but Neoserra will use the date of the first counseling session. Also, it is important to note that sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" and the Date Completed on their first capital infusion record following the session:

For purposes of this calculation the date of the first financing session is the leading parameter, ignoring all prior financing sessions that fall outside of the reporting period. Capital Funding that precedes the first financing session is not taken into consideration.

Average # of Days between 1st Bus. Start-up Counseling in the period and Bus. Established

This metric is designed to track the average number of days between a client's first counseling session in the reporting period where the Counseling Area is set to "Start-up Assistance" and the client's Date Company Established. It should be noted, that a client may have multiple sessions related to start-up assistance during the reporting period, but Neoserra will use the date of the first counseling session in the reporting period. Also, it is important to note that sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the Date Company Established on the client record:

For purposes of this calculation the date of the first start-up session is the leading parameter, ignoring all prior start-up sessions that fall outside of the reporting period.

Average # of Days between 1st Bus. Start-up Counseling in the period and RBSI Date

This metric is designed to track the average number of days between a client's first counseling session in the reporting period where the Counseling Area is set to "Start-up Assistance" and the client's Reportable Business Start Impact Date. It should be noted, that a client may have multiple sessions related to start-up assistance during the reporting period, but Neoserra will use the date of the first counseling session in the reporting period. Also, it is important to note that sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the Reportable Business Start Impact Date on the client record:

For purposes of this calculation the date of the first start-up counseling session is the leading parameter, ignoring all prior start-up sessions that fall outside of the reporting period.

Average # of Days between 1st Counseling in the period and 1st Capital Infusion

This metric is designed to track the average number of days between a client's first counseling session in the reporting period and the client's first capital infusion following the session. It should be noted, that a client may have had sessions prior to the reporting period, but Neoserra will use the date of the first counseling session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Date Completed" on the first capital infusion record following the session:

For purposes of this calculation the date of the first counseling session in the reporting period is the leading parameter, ignoring all prior counseling sessions that fall outside of the reporting period. Capital Funding that precedes the first counseling session is not taken into consideration.

Average # of Days between 1st Counseling in the period and Bus. Established

This metric is designed to track the average number of days between a client's first counseling session in the reporting period and the client's Date Company Established. It should be noted, that a client may have had counseling sessions prior to the reporting period, but Neoserra will use the date of the first counseling session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Date Company Established" on the client record:

For purposes of this calculation the date of the first counseling session in the period is the leading parameter, ignoring all prior counseling sessions that fall outside of the reporting period.

Average # of Days between 1st Counseling in the period and RBSI Date

This metric is designed to track the average number of days between a client's first counseling session in the reporting period and the client's Reportable Business Start Impact Date It should be noted, that a client may have had counseling sessions prior to the reporting period, but Neoserra will use the date of the first counseling session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Reportable Business Start Impact Date" on the client record:

For purposes of this calculation the date of the first counseling session in the period is the leading parameter, ignoring all prior counseling sessions that fall outside of the reporting period.

Average # of Days between Initial Counseling in the period and 1st Capital Infusion

This metric is designed to track the average number of days between a client's first initial counseling session in the reporting period and the client's first capital infusion following the initial session. It should be noted, that a client may have had initial sessions prior to the reporting period, but Neoserra will use the date of the first initial session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Date Completed" on the first capital infusion record following the session:

For purposes of this calculation the date of the first initial counseling session in the reporting period is the leading parameter, ignoring all prior initial sessions that fall outside of the reporting period. Capital Funding that precedes the first initial session is not taken into consideration.

Average # of Days between Initial Counseling in the period and Bus. Established

This metric is designed to track the average number of days between a client's first initial counseling session in the reporting period and the client's Date Company Established following the initial session. It should be noted, that a client may have had initial sessions prior to the reporting period, but Neoserra will use the date of the first initial session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Date Company Established" on the client record:

For purposes of this calculation the date of the first initial counseling session in the reporting period is the leading parameter, ignoring all prior initial sessions that fall outside of the reporting period. Company Established date that precedes the first initial session is not taken into consideration.

Average # of Days between Initial Counseling in the period and RBSI Date

This metric is designed to track the average number of days between a client's first initial counseling session in the reporting period and the client's Reportable Business Start Impact Date following the initial session. It should be noted, that a client may have had initial sessions prior to the reporting period, but Neoserra will use the date of the first initial session in the scorecard definition period. Sessions that took place outside of the reporting period are not taken into consideration. The metric specifically looks at the "Session Date" on the counseling session record and the "Reportable Business Start Impact Date" on the client record:

For purposes of this calculation the date of the first initial counseling session in the reporting period is the leading parameter, ignoring all prior initial sessions that fall outside of the reporting period. Reportable Business Start Impact date that precedes the first initial session is not taken into consideration.

Average # of Days between Initial Counseling in the period to 1st Followup Counseling

This metric is designed to track the average number of days between a client's first initial counseling session in the reporting period and the client's first follow-up counseling session. It should be noted, that a client may have had initial sessions prior to the reporting period, but Neoserra will use the date of the first initial session in the scorecard definition period. The metric specifically looks at the two "Session Dates" on the counseling session records:

For purposes of this calculation the date of the first initial counseling session in the reporting period is the leading parameter, ignoring all prior initial sessions that fall outside of the reporting period. Follow-up sessions that precedes the first initial session is not taken into consideration.

Average # of Days between Training in the period to 1st Counseling Session

This metric is designed to track the average number of days between a client's first training attendance in the reporting period and the client's subsequent counseling session. It should be noted, that a client may have had training prior to the reporting period, but Neoserra will use the date of the first training attendance in the scorecard definition period. The metric specifically looks at the training "Start Date" and the counseling session date:

For purposes of this calculation the date of the first training event that the client attended in the reporting period is the leading parameter, ignoring all prior training sessions that fall outside of the reporting period.



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