For the complete documentation index, see llms.txt. This page is also available as Markdown.

Performance

Real-time canvassing and phone banking metrics for your campaign

The Campaign Performance page provides a real-time overview of canvassing activity and voter engagement metrics across your campaign. It helps HQ teams monitor effectiveness, identify trends, and assess team member productivity in the field.

This page covers the Performance section of HQ Dashboard V2 (Early Access). If you're on the current dashboard, you'll find a single Campaign Performance page with the same metrics as the Reports section below.

Stream

The Stream is a new feature in HQ Dashboard V2.

The Stream provides a real-time feed of individual field activity as it happens. Use it to monitor your team's progress during active canvassing or phone banking sessions.

What Appears in the Stream

Each activity card in the Stream shows:

  • Contact method: door knock, phone, or message icon

  • Household address: the address that was contacted

  • Performed by: which team member logged the activity

  • Contact status: the outcome of the interaction (e.g., Answered, No Answer)

  • Support level: if captured during the interaction

  • Time: when the activity occurred (relative, with full timestamp on hover)

  • Location distance: a color-coded badge showing the distance between where the canvasser was and the household location. See User Location Tracking for details on distance warnings.

Click any activity card to open a detail sheet with the full household address, GPS coordinates (linked to Google Maps), and distance breakdown.

Filtering the Stream

Use the filters at the top of the Stream to narrow results:

  • Activity type: All Activity, Canvass, or Call Time

  • Field user: show activity from a specific team member

  • Contact status: filter by outcome (e.g., only show Answered contacts)

  • List: filter by a specific walk or call list

  • Date range: select a time period (defaults to last 30 days)

  • Warnings only: toggle to show only activities with location distance warnings

The Stream is useful for real-time oversight during active field operations. For aggregated reporting and charts, use the Reports view below.

The Stream only captures activity logged through the Canvass or Call Time features in the mobile app. Contacts logged via NationBuilder's native Log Contact action won't appear here, even if the door knock or phone method is selected.

Reports

The Reports view provides aggregated metrics and charts to analyze your campaign's field performance over time.

Filter by Activity Type or Date Range

Use the dropdowns and date selector to refine the performance view:

  • Activity Type Filter: Choose between All Activity, Canvass, or Call Time.

  • Date Range Selector: Adjust the time period you wish to analyze.

Overview Metrics

At the top of the page, you’ll find high-level stats for the selected campaign period:

What do these stats mean?

Tile
Description

Team Members in the Field

Number of distinct canvassers who logged any contact in the selected period. Includes all user types including Accountless.

Contacts Made

Total number of contacts Completed during the period. If your field users Complete multiple people per household, each will be included in this stat.

Avg. Support Level

The mean support level (1 = strong support … 5 = strong oppose) from contacts where the support level was captured.

Confirmed Support Level

Count of contacts that recorded a support level (1‑5) β€” useful to measure quality of engagement. Support Level is not a required field.

Contacts Made By Support Level

This section breaks down contact data by support level, which helps you understand voter sentiment.

Contacts Made by Outcome

This section categorizes each contact by result (what happened during the interaction):

Contact Status
Description

Answered

The voter answered and was spoken to

Meaningful Interaction

A quality conversation was recorded

Lit Drop / Left Message

Left campaign materials or voicemail

No Answer

Attempted contact but no response

Inaccessible

Could not access the address (e.g. gate, building)

Bad Info

Wrong address or incorrect data

Refused

Contact declined to talk

Not Interested

Expressed disinterest in the campaign

Send Information

Voter requested campaign information be sent to them

Other

Unspecified outcome

Not Captured

No outcome recorded

The dropdown in the top right of this section allows you calculate the stats by People or unique Households.

Which contact statuses are available to field users (and therefore which appear here) is configured in App Customization.

Contacts Made by Day

This time-series graph visualizes the number of contacts made each day, helping you identify peak outreach times or gaps in field activity.

Canvasser Performance

Contacts Made by Canvasser

Displays the number of contacts each canvasser has logged during the selected period. Use the dropdown to toggle between top performers or bottom performers.

Average Support Level by Canvasser

Calculates each canvasser’s average support level across their contacts β€” useful for understanding impact and quality of engagement.

Need a different report?

Request a new report by emailing us at: support@fieldedgeapp.com.

Team

The Team screen gives you a consolidated view of individual team member performance and day-by-day activity. Select Performance then Team from the sidebar to open it.

The Team screen is a new feature in HQ Dashboard V2, currently in early preview.

Filters

Two filters sit at the top of the page:

  • Activity type: Canvass (default), Call Time, or All Activity

  • Date range: defaults to the last 30 days. The Daily Breakdown widget requires a range of 31 days or less.

Once you've set your filters, a Copy Report URL button appears so you can share a pre-filtered view directly with a teammate.

To reorder or hide widgets, click the Customize Layout gear icon. Layout changes are saved in your browser.

Summary cards

Three headline numbers give a quick read on team output for the selected period:

Card
What it shows

Team Members in Field

Distinct team members who logged at least one contact

Contacts per Person

Average contacts across active team members

Door Answer Rate

Percentage of contacts that resulted in an Answered or Meaningful Interaction outcome

Team Roster

A sortable table showing each team member's activity for the period:

Column
Description

Name

Team member's name

Contacts

Total contacts logged

Conversations

Contacts where the outcome was Answered or Meaningful Interaction

Avg Support

Mean support level across their contacts

Last Active

How recently they logged a contact

Click any column header to sort. Click a row to expand it and see that person's full outcome breakdown. Results are paginated at 10 per page.

Daily Breakdown

A date Γ— team-member grid showing how many contacts each person logged each day. Defaults to the top 8 performers by contacts made.

Use the Pick team members dropdown to choose who appears. Remove someone by hovering their row and clicking Γ—.

The name column and totals column stay fixed as you scroll horizontally. The bottom row shows daily totals across the whole team.

Daily Breakdown is only available for date ranges of 31 days or less.

Further reading

Tracking performance in the HQ DashboardUser location trackingApp Customization

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