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Dashboard & Analytics Guide
The Dashboard provides a comprehensive overview of your congregation's territory activity, coverage, and performance metrics. This guide explains how to read and use the dashboard effectively.
Table of Contents
Dashboard Overview
The Dashboard is your central hub for territory intelligence. It shows data about:
- Total territory count and status
- Active assignments and availability
- Coverage patterns and gaps
- Publisher performance
- Service year progress
Accessing the Dashboard:
- Click Dashboard in the top navigation
- Automatically loads on login
- Refreshes data automatically
Key Metrics
Territory Statistics Card
Total Territories
- Count of all territories in your congregation
- Includes both assigned and unassigned
- Broken down by type (Apartment, Business, House to House, etc.)
Active Assignments
- Number of territories currently assigned to publishers
- Percentage of total territories
- Publishers with active territories
Available Territories
- Territories ready for assignment
- Unassigned and worked territories
- Queue of territories waiting to be assigned
Being Worked
- Territories currently assigned to publishers
- Count of active assignments
Overdue
- Territories held longer than expected
- Territories needing attention
Service Year Progress
What It Shows:
- Current service year progress percentage
- Previous service year comparison
- Number of territories covered each year
- Visual progress indicators
How to Use:
- Track progress toward full territory coverage
- Compare performance year-over-year
- Set goals for service year coverage
- Monitor if coverage is improving or declining
Coverage Metrics
Overall Coverage Percentage
- Percentage of congregation territory that has been worked
- Time-based calculation (e.g., within last 12 months)
- Visual progress bar or chart
Coverage by Locality
- Breakdown by neighborhood/area
- Identifies under-served localities
- Compare coverage across different areas
Coverage by Type
- Apartment vs. Business vs. House to House coverage
- Helps balance territory assignment
- Shows which types need attention
Coverage Analysis
Progress Charts
Time to Complete Chart:
- Average time to complete a territory
- Comparison between current and previous service year
- Trends over time
Two-Year Progress Chart:
- Visual representation of territory coverage over two service years
- Month-by-month progress tracking
- Helps identify seasonal patterns
Last Worked by Quarter Chart:
- Bar chart showing when territories were last worked
- Broken down by territory type
- Grouped by time period (quarters)
How to Use:
- Monitor if completion times are improving
- Identify seasonal patterns in territory work
- Track which territory types need more attention
- Plan campaigns based on coverage gaps
Dashboard Tips
✅ Best Practices
Check Regularly:
- Review dashboard at least weekly
- Review trends monthly
- Monitor service year progress
Take Action:
- Don't just observe - respond to data
- Assign territories needing attention based on "Overdue" metric
- Use "Being Worked" count to avoid over-assigning
- Compare current vs previous service year performance
- Track completion time trends
Use With Map Builder:
- Go to Map Builder for detailed visual analysis
- Use visual layers to identify coverage gaps
- See Map Builder - Visual Layers for details
Common Mistakes to Avoid
❌ Ignoring Red Flags:
- Territories not worked for 12+ months
- Publishers holding territories too long
- Declining coverage trends
❌ Over-Assigning:
- Assigning too many territories at once
- Not leaving enough available territories
- Overwhelming individual publishers
❌ Under-Utilizing Data:
- Not checking dashboard regularly
- Ignoring trends and patterns
- Making assignment decisions without data
❌ Misinterpreting Metrics:
- Confusing "assigned" with "being actively worked"
- Not accounting for seasonal variations
- Comparing different territory types directly
Troubleshooting
"Dashboard shows no data"
- Check if territories have been created and published
- Verify date range filters aren't excluding all data
- Ensure you're logged in with correct congregation account
- Refresh the page to reload data
"Metrics seem incorrect"
- Confirm territories are properly published (not just saved as drafts)
- Check if territory work dates are recorded correctly
- Verify assignment dates are accurate
- Refresh the page to reload latest data
- Contact support if calculations seem wrong
"Charts not displaying"
- Check internet connection
- Try refreshing the page
- Clear browser cache and reload
- Ensure browser JavaScript is enabled
Next: Learn about the Map Builder for creating and editing territories on the interactive map.