Understanding the Progress Dashboard

The Progress Dashboard gives you a real-time view of your campaign's health across all key metrics. Use it to spot trends, identify issues, and celebrate wins.

The Progress Dashboard with key campaign metrics

What you'll learn

• How to read the main progress indicators

• Understanding trend charts and comparisons

• Using the dashboard for strategic decisions

Main Progress Indicators

The top of the dashboard shows four key metrics:

Win Number Progress

Shows how many voters you've identified as supporters compared to your win number:

• Identified Supporters - Voters marked as supporting you

• Win Number Target - Votes needed to win

• Progress Percentage - How close you are

Fundraising Progress

Tracks donations against your campaign budget:

• Total Raised - Sum of all donations

• Budget Target - Your fundraising goal

• Burn Rate - How fast you're spending

Volunteer Engagement

Measures team participation:

• Active Volunteers - Those with recent activity

• Total Hours - Cumulative volunteer time

• Shifts Completed - Canvass and phone shifts

Voter Contact

Tracks outreach effectiveness:

• Total Contacts - Unique voters reached

• Contact Rate - Percentage of target universe

• ID Rate - Percentage with support level recorded

Quick Health Check

Green indicators mean on-track, yellow means falling behind pace, and red means significant attention needed.

Trend Charts

Below the main indicators, trend charts show progress over time:

Trend charts for weekly comparisons and cumulative progress

Weekly Comparison

See this week vs. last week for:

• Doors knocked

• Calls made

• Texts sent

• Dollars raised

Cumulative Progress

Track your running totals against targets:

• Are you ahead or behind pace?

• When will you hit your goal at current rate?

• How do you compare to similar campaigns?

Activity Feed

The right sidebar shows recent campaign activity:

• New donations received

• Volunteer signups

• Canvass results synced

• Milestones achieved

Using the Dashboard Strategically

Daily Standup

Start each day by reviewing the Progress Dashboard. It takes 2 minutes and ensures you're focused on what matters most.

Key questions to ask:

• Are we on pace to hit our goals?

• What area needs the most attention today?

• What wins can we celebrate with the team?

• Are there any surprising trends (good or bad)?

Activity feed keeps you updated on campaign events

Next Steps

• Understanding Dashboard Metrics in Detail

• Setting Milestones to Track

• Using AI Intelligence for Insights