> For the complete documentation index, see [llms.txt](https://guides.fieldedgeapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.fieldedgeapp.com/product-tour-or-hq/performance.md).

# Performance

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.

{% hint style="info" %}
This page covers the Performance section of [HQ Dashboard V2](/product-tour-or-hq/early-access.md) (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.
{% endhint %}

## Stream

{% hint style="info" %}
The Stream is a new feature in [HQ Dashboard V2](/product-tour-or-hq/early-access.md).
{% endhint %}

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](/guide-to-canvassing-and-calls/reporting/user-location-tracking.md) 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

{% hint style="info" %}
The Stream is useful for real-time oversight during active field operations. For aggregated reporting and charts, use the Reports view below.
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}

## 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.

<figure><img src="/files/VQsQDgDOG15oetn9N0ej" alt=""><figcaption></figcaption></figure>

### Overview Metrics

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

<figure><img src="/files/wVXu7TxbFcRfZCULQEPg" alt=""><figcaption></figcaption></figure>

#### 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) — 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.

<figure><img src="/files/Xa89fObeQm064F3po70y" alt=""><figcaption></figcaption></figure>

### 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.

{% hint style="info" %}
Which contact statuses are available to field users (and therefore which appear here) is configured in [App Customization](/product-tour-or-hq/app-customization.md).
{% endhint %}

### 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.

<figure><img src="/files/MI0RveL9VW5aCtS5AEZX" alt=""><figcaption></figcaption></figure>

### 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 — 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.

{% hint style="info" %}
The Team screen is a new feature in [HQ Dashboard V2](/product-tour-or-hq/early-access.md), currently in early preview.
{% endhint %}

### 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 × 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 ×.

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

{% hint style="info" %}
Daily Breakdown is only available for date ranges of 31 days or less.
{% endhint %}

## Further reading

{% content-ref url="/pages/yWsc3ScsruGXFOTYo3jr" %}
[Tracking performance in the HQ Dashboard](/guide-to-canvassing-and-calls/reporting/tracking-performance-in-hq.md)
{% endcontent-ref %}

{% content-ref url="/pages/Sf0BrPOsYcKoMxKrFd8k" %}
[User location tracking](/guide-to-canvassing-and-calls/reporting/user-location-tracking.md)
{% endcontent-ref %}

{% content-ref url="/pages/VO92lxFx8iDDkV9HeNTj" %}
[App Customization](/product-tour-or-hq/app-customization.md)
{% endcontent-ref %}
