Unit Snapshot Dashboard

The Unit Snapshot Dashboard provides a high-level summary of programming activity, reach, and impact for a specific unit.

The Unit Snapshot Dashboard gives a quick overview of programming activity within a selected unit. It includes program activity counts, direct education metrics, a county-level map, and optional panels for success story quotes and survey impact data.

TIP: Navigate to Analyze > Impact Dashboards and select Unit Snapshot to open this dashboard. Use the Units filter to select the unit you want to view.

Panels

1

Unit Snapshot

Core programming metrics for the selected unit.

• Program Activity Count

• Direct Education Volunteers

• Direct Education Reach and Time

• Direct Education Demographics

• Activities by County

2

Success Stories

Highlighted quotes from success stories. This section is only visible if your organization has the Success Stories module enabled.

• Random Favorite Quotes

3

Surveys

Survey impact data from pre/post evaluations. This section is only visible if your organization has the Surveys module enabled.

• Survey Impact Data

NOTE: Some panels on this dashboard are permission-gated. The Success Stories section requires the Stories module to be enabled, and the Survey Impact Data section requires the Surveys module to be enabled for your organization.

Filters

The following filters are available on the Unit Snapshot Dashboard. Not all filters apply to every panel.

• Reporting Year — Limits data to the selected reporting period(s).

• Program Areas — Filters by program area.

• Created By — Filters by the user who created the record.

• Collaborator — Filters by users listed as collaborators.

• Contributed by a Collaborator — Limits to records where a collaborator is marked as a contributor.

• Units — Filters by Extension unit.

• Sites — Filters by site location.

• Action Plans — Filters by associated action plan.

• Settings — Filters by program setting.

• Date Range — Filters by record creation date.

• Verified — Filters by verification status.

• Complete — Filters by completion status. Defaults to complete records only.

• Session Date Range — Filters by program session occurrence date.