How to Use the Campaign Dashboard and View Key Metrics

How to Use the Campaign Dashboard and View Key Metrics

1. Open the Campaign Dashboard 0:00

• The dashboard is a place to view your campaign activity.
• You can access it in two ways:
  • Click See your campaign action in the top-right corner.
  • Click Dashboard in the left navigation bar.
• Once opened, you’ll see your campaign overview and activity cards.

2. Check the Election Day Countdown 0:35

• The dashboard includes an Election Day countdown near the top.
• It shows how many days are left until Election Day.
• To make this appear, go to Settings and enter your Election Day information.
• You can reach Settings from:
  • The Settings link on the dashboard.
  • Clicking your name in the left navigation bar, then select Settings.

3. Review Your Support Goal Progress 1:13

• The dashboard shows Support Goal Progress in real time.
• This helps you see how close you are to reaching your turnout goal.
• If you have not set a goal yet, click Goal Tracker to create one.
• The goal tracker can also help you calculate your turnout number.

4. Understand Contact Attempt Metrics 1:32

• The Contact Attempt card shows how many outreach attempts your campaign has made.
• This includes activity from canvassing and phone banking.
• The dashboard also shows Outreach Conversations
• These numbers help you track overall campaign effort and engagement.

5. View Recent Success and Volunteer Activity 2:06

• Scroll down to see Successful Contacts in the last 14 days.
• This section highlights your most recent outreach results.
• At the bottom of the dashboard, you’ll find a list of:
  • Your volunteers
  • Volunteer attempts
  • Volunteer conversations
• Use these sections to monitor team activity and recent performance.