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.

Open

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
   
   

   Open

   

    

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

Change and see results for 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
   
   

Switch Progress Boards

1. Use the Switch Progress Board option to quickly switch between progress boards and jump from one board to another.

2. Click on the dropdown and select the Progress board you want to see.
   
   

Change Progress Board View

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

2. Each view provides a different way of looking at the data that you can use based on your requirement.
   
   

    

Filter the data in any of the chart using the filters panel

1. Select any of the filters from the left panel and click on Apply to filter the results. This will help you see data that you want to see. You can use the filter to factor out the results that you want to see and compare against other filters to get a sense of the composition of the data.

2. Use the Reset Button to reset the filters.
   
   

    

Split results based on contact characteristics

1. This split-by functionality is present in the right side of the page that you can use to see split the results based on contact details. This option splits 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 and to check which demographics are inclined towards which option.
   
   

   
   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.
   
   

   
   
   

Switch the format of Charts (Chart types)

1. You can change the format of the chart. You can choose from Bar Chart, Pie chart and Table option to see data in different format and check progress as you find suitable.
   
   

Switch what data is to be displayed for the tracker

1. You can select what data you want to see in the chart using the Chart Data option. It allows you to see various types of such as the data for the first response of the contacts or across the whole project. Using this you can see data in various ways and get better insights.
   
   

    

Download Charts

1. You can download the charts as well by clicking the Options Icon ( ) and choosing the file type of the chart to download in. Once the file type is selected, the download will start automatically and will be saved in your downloads folder (or the destination folder that is selected)
   
   

    

Change Y-axis of the chart to view data differently

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. 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.