You can view, segment and filter data and see the results in a very proactive and easy way using the Analytics view of Progress Board.

• You can easily switch between the questions (metrics) using the scroll-able carousel at the top.

• Easily apply filters

• Use the Split-By functionality to split the data based on contacts details and get more insights into the data.

Steps to see Analytics View

You can directly see the progress board by clicking on the Progress Board option in the left-side navigation panel under Impact. This will take you to the Manage Progress Board page and you can then select the progress board you want to see. This will load the new version of progress board directly.

If you are on the old version of progress board, follow these steps:

1. Go to the progress board page (Find a Progress Board )

2. Click on New Version button to see the new progress boards
   

   

    

3. By default, you will see the Analytics view of the progress board.

   

4. If you are on any other view, you can just click on the Display dropdown to see the Analytics options.
   

   

5. You arrive on the Analytics View of progress board.

Things you can do

1. Change between various progress trackers on the progress board

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

      

   2. You can also use the Jump To option
      

      

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.
      

      

       

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
      

      

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.
      

      

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.
      

      

      
      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.
      

      

      
      

6. Switch Chart type

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

      

       

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
      

      

       

8. Download Charts

   1. You can download the charts as well
      

      

       

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
         

         

          

Using these options you can easily see data and the progress and get required insights.