Trends: Charts on a contact's profile page
You can see charts on contact’s profile page that display their progress over time on every metric you track.
The 4 types of chart
Engagement charts
See the number of Session Attendances over time
See a chart for every Engagement Tracker used on a project the contact is part of
Multiple Choice (Scale) charts
See the change over time on each scale that is being used on the projects the contact is part of
Achievement charts
See the number of achievements the contact has had per month.
Achievements are counted using Achievement Trackers; in other words, binary indicators, e.g. whether someone has found employement or not.
Data is inputted into an Achievement Tracker using a checkbox.
Numerical charts
See the quantity logged for that contact over time, on each Numerical Tracker that’s used on the projects they’re part of
Data is inputted into Numerical Trackers using a numerical field
How to view a contact’s charts
Type the name of the contact into the Search bar at the very top of the page
Once their name appears, select it
You arrive on the contact’s profile in the Summary tab
Select the Charts tab
You arrive on the Charts tab where their charts are displayed
To see a current view of a contact’s progress instead, go to their Progress tab.
How to toggle the timeframe on a chart
You can change the timeframe in the x-axis of a chart on a contact’s profile.
Where does the information in the charts come from?
Information in charts comes from Stories; which means that it can arrive in any of the following ways:
Where the information could come from | What that looks like |
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A survey response, i.e.
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A spreadsheet import of survey responses or other impact information that is tagged to contacts |
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Using the API, either directly or through an integration with another piece of software |
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