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Operational Dashboard for the Human Services Scorecard

· 2 min read
Mike Homol
Principal Consultant @ ThreeWill

Scorecard tiles are great for a check-in moment. Operators still need a full-page place to see what needs attention across communities, compare locations, and read trends without hopping web parts. This week I shipped that shell for the Human Services Scorecard — and tightened the metric math that feeds it.

What happened

  • Added a new Operational Dashboard SPFx web part with a full-page shell: Attention panel, Summary panel, community comparison, KPI strip, trend chart destinations, and shell nav/context
  • Added weighted rollups and per-location goal overrides for Sum metrics so “All communities” views stop lying about local targets
  • Surfaced location Needs Attention on category pages when viewing All communities
  • Colored week-over-week trend arrows by target favorability (lower-is-better down = good) instead of raw up/down
  • This is the next chapter for both the Human Services Scorecard and ThreeWill as a business: HSS is the spine for displaying metrics that matter to human services organizations — especially Senior Living — while we work toward automated integration with the back-end systems that bring those dashboards to life (Financial, CRM, HR, and EHR apps/services)

Human Services Scorecard Operational Dashboard — Executive Overview on the demo site

Metric Trend Overlays for SharePoint Scorecards

· One min read
Mike Homol
Principal Consultant @ ThreeWill

Measurable trends on the Human Services Scorecard work better as a dedicated overlay and picker flow than as charts crammed into every KPI tile. This is the strong opening chapter — more is coming, including a public release.

What happened

  • Added a metric trend overlay, trend service, and metric picker UX on the timeline
  • Gave trends their own surface instead of overloading tile layout
  • Continues the Scorecard UX thread from earlier metric ordering / group-by / owner work
  • Confirmed merged/deployed on the intended demo surface — Overview tiles with sparkline trends, weekly check-in grid, location grid, comparison charts, and location performance views
  • Framing for the public story: start strong here, then ship follow-ups as the product and packaging mature toward a public release

Scorecard Overview with sparkline trends on KPI tiles

Scorecard weekly grid with check-in dialog

Location Scorecard Grid across sites

Comparison charts — overtime vs turnover and margin-to-revenue

Charlotte Performance location Scorecard Overview