Standard Dashboards: Overview Dashboard
We've redesigned and re-developed the Overview Dashboard of the Reports page to provide you with the best top-level metrics for your Hub.
This article describes what you'll see in this new Overview, as well as why we've decided to make this change.
You can find the Overview Dashboard on the Admin view > Dashboards > Standard tab.
Understanding the Overview Charts - Filters, Metrics, and Comparisons
When using this dashboard, it's important to keep in mind the Date filter you have set at the top of the page. This will affect all of the charts and their comparison metrics. For example, on each of the charts, you'll see a secondary number beneath the main count.
A green arrow pointing up indicates that this time period has X more Advocates Joined/Engaged Advocates/etc than the last period.
A red arrow pointing down indicates that this time period has X fewer Advocates Joined/Engaged Advocates/etc than the last period.
The same is true for all of the following reports, in reference to their metrics.
You can also click each chart's number to "drill" into the report. This will provide you with options to view the data in more detail.
Advocacy Trend Chart
The Advocates and Advocacy trend chart shows you the peaks and valleys of your Advocacy information in the Hub. On the chart, you'll see the number of Advocates Joined, number of Engaged Advocates, and the number of Acts of Advocacy completed during the selected timespan. Click on any of the three labels to toggle on/off the corresponding areas in the visualization.
These are the 3 metrics most commonly used in Advocate Program Reports. If you're looking to showcase the power of your program, these 3 metrics should be step one.
Click on any of the points on the graph to look at a more detailed view of that data point.
Engaged Advocates
This chart shows the number of Advocates who have been Engaged during the selected time span. It also shows the difference in Engaged Advocates compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
You can drill into this chart by clicking the Engaged number:
Click Show All 1307 to get a list of the the advocates that engaged within the time span selected, and the months since they joined. Click the Advocates name to drill down to their individual profiles on the Hub.
Click Advocate Engagements to view the specific Engagement data.
Advocates Joined
This chart shows the number of Advocates who have Joined during the selected time span. It also shows the difference in Joined Advocates compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
You can drill into this chart by clicking the Joined number:
Click Show All 803 to get a sense of the Advocates who joined within the time span selected, and the months since they joined.
Click the Advocates name to drill down to their individual profiles on the Hub.
Acts of Advocacy
This chart shows the number of Acts of Advocacy during a selected time span. It also shows the difference in the number of Acts of Advocacy compared to the previous time span (i.e. A 30-day time span will be compared to the previous 30-day span).
We suggest that Acts of Advocacy are a major contributor to ROI.
Click Show All 16,528 to get a list of the activities completed in the time span selected.
Challenges Completed
This chart shows the number of Challenges Completed during the selected time span. It also shows the difference in the number of Challenges Completed compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
Click Show All 420 for a list of all of the Challenges Completed, what type of challenges were completed, and the points given for completing the challenge. Click on the Challenge Name to view the Challenge on the Hub.
Referrals
This chart shows the number of Referrals submitted during the selected time span. It also shows the difference in the number of Referrals submitted compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
Click Show All 34 to view a list of the submitter's names and current status of the submitted Referrals.
Reviews
This chart shows the number of Reviews submitted during the selected time span. It also shows the difference in the number of Reviews submitted compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
Click Show All 6 to view the list of Reviews and the Advocate who submitted it. Click the Advocate's name to access their Advocate profile.
References
This chart shows the number of References submitted during the selected time span. It also shows the difference in the number of References submitted compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
Click Show All 2 to view the list of References, the Advocate who submitted them, and the Reference Type. Click the Advocate's name to access their Advocate profile.
Social Shares
This chart shows the number of Social Shares submitted during the selected time span. It also shows the difference in the number of Social Shares submitted compared to the previous time span. (i.e. A 30-day time span will be compared to the previous 30-day span)
Click Show All 18 to see which platforms the shares were posted on: Twitter, Facebook, LinkedIn, and how many unique Advocates posted. Click the number of Advocates to access a list of the Advocate names and when they joined. Click the Advocate's name to view their individual Advocate profiles.