Visualise the size of your reach

• See how many contacts you’ve created and interacted with across your organisation as a whole and on individual projects

• Filter your results to see stats for specific segments - e.g. only contacts with certain characteristics

• Track the number of inbound referrals, outbound signposts and populations in each role

How to get there

Go to the Productivity tab within the Contacts App

...

Steps

1. Select My Apps in the top menu

2. Select Contacts

3. You arrive on the Overview tab

...

2. Select Productivity

3. A data box appears for each characteristic (i.e. List field that is used on your Contact Forms)

   1. There are three views of each dataset

      1. Bar Chart

      2. Pie Chart

      3. Table

4. A bar chart will load by default and you can choose other options as per your preference for a chart
   

   Image Added

5. Click on the Pie chart or Table to view the other charts.
   

   Image Added

6. To filter the data, for example, to see only the data relating to people who have attended sessions a minimum of 3 times:

   1. Press the Filter Contacts button
      

      Image Added

   2. Select the criteria you want to filter by (To find out how to use the Contact Filters, read this article)
      You can select states, projects, or any other filter you need to make
      

      Image Added

   3. Press Apply

      Image Added

   4. Now, all the charts will show the filtered information.

      Image Added

Download a chart or dataset

1. Select the 'burger menu' button in the top right of each Results box
   

   Image Added

2. A dropdown menu appears, you can select a download option to save the chart to your device
   

   Image Added

Charts

See month-by-month progress relating to the number of

...