Upgrading from the legacy version of Progress Boards
- Matt Kepple
Progress Boards are a great way to input, analyse and report results. Over 2024 we’re rebuilding them so that they run faster and offer you more ways to discover insights. The new version of Progress Boards are available in beta.
How to access the new versions
There are two ways
From a Progress Board
Click Try the new version
From the Manage Progress Boards page
In the left navigation bar: select Impact
Click Progress Boards
You arrive on the Manage Progress Boards page
Select the Progress Board you want to open
Differences between the legacy and the new version
| Legacy version | New version (v2) |
|---|---|---|
Comparison view: compare results towards the same metric from two areas side by side | No | Yes |
Analytics view: see all the charts for a single metric on one page | No | Yes |
Series Analysis Charts: see individual progress-over-time lines for each contact when looking at their answers to a survey question | No | Yes |
Split By: segment results by demographic characteristics of your contacts | Partially | Yes |
Contact Filters: filter results by characteristics of contacts | Yes | Yes |
Customisable Filters: choose which filters are hidden for Survey Portal Users | No | Yes |
Story/Response Filters: filter results according to traits of the story or response | Yes | Yes |
Chart popups in Cards view: explore charts for a single metric in a popup | Yes | Yes - but not including Success Scores yet |
On-Card Action Buttons: tasks, timeline, short story (quick update) and tips | Yes | Not Yet |
On-Card Previews: see progress bars and mini charts on a card | Yes | Not yet but will be added eventually |
Card Filters: filter the cards on a Progress Board | Partially | Not yet |
Card Sorting: arrange the cards on a Progress Board in a particular order | Partially | Not yet |