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  1. Change between various progress trackers on the progress board

    1. You can just select the tracker you want to see.

      image-20250103-090940.png
    2. You can also use the Jump To option

      image-20250103-091032.png
  2. Change Progress Board

    1. Use the Switch Progress Board option to quickly switch between progress boards. Click on the dropdown and select the Progress board you want to see.

      image-20250103-091122.png

       

  3. Change Progress Board View

    1. You can change the view of the progress board between Analytics, Cards and Comparison view using the Display option

      image-20250103-091338.png

  4. Change the data in any of the chart using the filters

    1. Select any of the filters from the left panel and click on Apply to filter the results.

    2. Use the Reset Button to reset the filters.

      image-20250103-092910.png

  5. Split results based on contact characteristics

    F_Product_1_Split_by.mp4
    1. This is present in the right side of the page. This helps you to split the answers based on characteristics of contacts. The fields you used in your contact form can be used to split the answers in the chart to get a much deeper insights on the progress of the contacts.

      image-20250103-093018.png


      For example; if I have a field called gender in my contact form and want to know how the various genders have responded to the questions in the survey, I will split the chart using the gender field in the Split By tab present on the right side of the page. This will split the options in the chart based on all the genders and tell me which gender has selected which option in the survey.

      chrome-capture-2024-10-16.gifImage Added


  6. Switch Chart type

    1. You can change the chart from Bar Chart to Pie chart

      image-20250103-093249.png

       

  7. Switch what data is to be displayed

    1. You can select what data you want to see in the chart using the Chart Data option

      image-20250103-093322.png

       

  8. Download Charts

    1. You can download the charts as well

      image-20250103-093420.png

       

  9. Change Y-axis of the chart

    1. You can see the data in various format by changing the Y axis of the charts. You can switch between percent and number format using this option. It is present above the chart and works separately for each chart. The options available are:

      1. % of question responses: Percent based on the responses present

      2. Number: Display results in numbers

      3. % of project contacts: Percent based on number of contacts in project

        image-20250103-094317.png

         

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