From signup to live dashboard in days

Getting started.

Four steps. No long procurement cycle, no BI software licenses, no data team required on your end. You generate the export, drop it into your secure shared folder, and your community gets a live, embeddable dashboard.

Step 1

Gather your data.

Each dashboard runs on a specific export from your HMIS or HDX 2.0. You'll need access to those systems on your side to pull the file for the reporting period and project list you care about. We never need PII. Hashed exports work for every product that uses HUD CSV.

CAD

Community Analysis Dashboard

A HUD Annual Performance Report (APR) scoped to the date range and projects you want analyzed. You generate the APR yourself in your HMIS.

CPD

Community Performance Dashboard

Access to your HDX 2.0 data. We give you a structured spreadsheet that mirrors HDX 2.0 fields; you fill it in from your HDX 2.0 export and send it back.

CSD

Community Snapshot Dashboard

A HUD CSV export from your HMIS for the date range and project list you want included. Hashed identifiers are fine. We never need PII.

CED

Community Equity Dashboard

Same hashed HUD CSV export that powers CSD. CED runs on top of it; one file feeds both dashboards.

Custom

Custom Dashboards

Whatever your data lives in, a shared spreadsheet, database, or file drop. We design around your source on a project-by-project basis. Scope and timeline are quoted up front.

Step 2

Submit it.

We set up a secure shared folder for your CoC. Drag, drop, done. The dashboard's data is overwritten with each upload, so you always have one current view rather than a pile of versioned files. Same flow for every product: CAD, CPD, CSD, and CED all drop into the same place. NHPD has no submission step (we covered that in Step 1).

Step 3

Dashboard update.

Your dashboard refreshes with the new data within 72 hours. Need it sooner? Email gaither.stephens@gaitherdyn.com and we'll bump the refresh manually.

Refresh as often as you want. Most communities run monthly, but weekly is fine, and so is more frequent. There's no per-refresh charge: it's all included in the subscription. Send fresh data, we update the dashboard.

Step 4

Embed or link.

Link directly to your dashboard URL, or drop the embed code we provide into your existing site. Embeds are responsive, work in WordPress, Squarespace, Wix, plain HTML, and SharePoint, and inherit your CoC branding when configured.

Private by URL. Your dashboard URL and embed code are yours: only people you give them to can find your dashboard. That means it stays private until you choose to make it public, no login screen required. Share it with your board, embed it on an internal page, or publish it on your CoC website. The level of visibility is your call.

The fine print

What we need, and what you don't.

What we need from you

  • HMIS access on your end so you can pull the export. Standard flow is you generate the file yourself. Concierge option: if you'd rather, Gaither can log in and pull the data for you on request, just ask. Not the default, but a real option.
  • For CPD specifically: HDX 2.0 access so you can populate the spreadsheet we provide with your community's HDX data.
  • The data file itself, dropped into the secure folder we set up:
    • APR for CAD
    • Completed spreadsheet (filled in from your HDX 2.0 data) for CPD
    • Hashed HUD CSV export for CSD and CED (one file feeds both)
    • For Custom Dashboards: whatever your data lives in (we agree on the format up front)
    • NHPD has no submission step (HUD publishes the data)

What you don't need

  • A data team. We do the data plumbing.
  • BI software licenses. Your dashboard runs anywhere a browser does.
  • Per-seat dashboard licenses. There's no "extra logins" tier; the dashboard's URL is the dashboard.
  • Extra programs to install. No agents, no add-ons, no plugins.
  • A six-month procurement cycle. We can start within the week.
  • A renewal-cycle calendar reminder. Every dashboard is a one-year subscription, so once you're set up you don't have to think about it for twelve months.

Ready for step one?

Schedule a virtual meeting.

Booking grabs 60 minutes on Gaither's Teams calendar, so there's no phone tag, no deck. People also book just to pick Gaither's brain on the homelessness data space; that's a fine reason to grab time too.