> 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.
### 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) — 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. {% 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.
### 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: . ## 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 %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://guides.fieldedgeapp.com/product-tour-or-hq/performance.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.