Guide to Contact Analysis Report :

This feature works for:

Account: Main Organiser Account

Plan subscribed: Scale Up and Grown Up plans only

Before you begin:

This report helps you to analyse the following metrics across time (in Year) by Organisers:

Number of Projects
Number of Unique Contacts
Number of Reported Hours
Number of Timeslots Signed Up
Number of Timeslots Attended

Things to take note:

There are 2 sections to it — Graph of Metrics and Pivot Table of Metrics
To use the filters on the right to view specific data in the graph and table,
- If you are interested in the metrics in May 2020, you can click on '2020-05' in the 'Year-Month' filter slicer
- If you are interested in the metrics for more than one value, you can enable selection of multiple values in your filter
- If you want to view the metrics for all values again, you can clear all filters

Note: When a filter slicer's value is clicked on, if other filter slicers values are greyed out, it means that the other values do not exist for the selected value.

Questions This Report Answers For You:

The following is a list of questions you may want to answer, and their respective steps to retrieve these information from the report.

Sheet 1 - Metrics by Year-Month

Section 1 - Overall Contact Activity under All Organisers Over a Period of Time

1. How many projects were managed by all Organisers in specific month(s)?

E.g. How many projects were there in February 2020?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Number of Projects in the graph

2. How many unique participants were recruited by all Organisers in specific month(s)?

E.g. How many unique participants signed up in September 2019?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Number of Unique Contacts in the graph

3. How many hours were clocked by the contacts in all projects in specific month(s)?

E.g. How many hours were served in December 2019?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Number of Reported Hours in the graph

4. How many timeslots were filled by all Organisers in specific month(s)?
E.g. How many sign ups were there in January 2019?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Number of Timeslots Signed Up in the graph

5. How many timeslots were attended in projects organised by all Organisers in specific month(s)?
E.g How many timeslots were attended in projects organised by all Organisers in August 2019?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Number of Timeslots Attended in the graph

Section 2 - Overall Contact Activity under an Organiser Over a Period of Time

1. How many projects were managed by an Organiser in specific month(s)?

E.g. How many projects did Sub-Organiser 1 manage in March 2020?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Number of Projects in the graph

2. How many unique participants did an Organiser recruit in specific month(s)?

E.g. How many unique participants signed up for Sub-Organiser 1's project in November 2019?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Number of Unique Contacts in the graph

3. How many hours were clocked by the contacts in an Organiser's project in specific month(s)?

E.g. How many hours were served in Sub-Organiser 1's project in January 2020?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Number of Reported Hours in the graph

4. How many timeslots did an Organiser fill in specific month(s)?

E.g. How many sign ups were there for Sub-Organiser 1's project in July 2019?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Number of Timeslots Signed Up in the graph

5. How many timeslots were attended in projects organised by an Organiser in specific month(s)?
E.g How many timeslots were attended in projects organised by Jason in August 2019?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Number of Timeslots Attended in the graph

Section 3 - Overall Commitment Frequency under All Organisers Over a Period of Time

1. What is the overall commitment frequency of contacts under all Organisers in specific month(s)?

E.g. What is the attendance rate of my contacts across all projects in June 2020?

Click on the specific month(s) in the filter slicer for 'Year-Month'
Look at the Attendance Rate in the last row of the pivot table

Section 4 - Overall Commitment Frequency under an Organiser Over a Period of Time

1. What is the overall commitment frequency of contacts under an Organiser in specific month(s)?

E.g. What is the attendance rate of contacts under Sub-Organiser 2 in August 2020?

Click on the specific Organiser's email and month(s) in the filter slicers
Look at the Attendance Rate in the last row of the pivot table

Sheet 2 - Metrics by Year

Section 1 - Overall Contact Activity under All Organisers Over a Period of Time

1. How many projects were managed by all Organisers in specific year(s)?

E.g. How many projects were there in 2020?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Number of Projects in the graph

2. How many unique contacts were recruited by all Organisers in specific year(s)?

E.g. How many unique participants signed up in 2019?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Number of Unique Contacts in the graph

3. How many hours were clocked by contacts in all projects in specific year(s)?

E.g. How many hours were served in 2018?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Number of Reported Hours in the graph

4. How many timeslots were filled by all Organisers in specific year(s)?
E.g. How many sign ups were there in 2020?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Number of Timeslots Signed Up in the graph

5. How many timeslots were attended in projects organised by all Organisers in specific year(s)?
E.g How many timeslots were attended in projects organised by all Organisers in 2019?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Number of Timeslots Attended in the graph

Section 2 - Overall Contact Activity under an Organiser Over a Period of Time

1. How many projects were managed by an Organiser in specific year(s)?

E.g. How many projects did Sub-Organiser 1 manage in 2020?

Click on the specific Organiser's email and year(s) in the filter slicers
Look at the Number of Projects in the graph

2. How many unique contacts did an Organiser recruit in specific year(s)?

E.g. How many unique participants signed up for Sub-Organiser 1's project in 2019?

Click on the specific Organiser's email and year(s) in the filter slicers
Look at the Number of Unique Contacts in the graph

3. How many hours were clocked by the contacts in an Organiser's project in specific year(s)?

E.g. How many hours were served in Sub-Organiser 1's project in 2020?

Click on the specific Organiser's email and year(s) in the filter slicers
Look at the Number of Reported Hours in the graph

4. How many timeslots did an Organiser fill in specific year(s)?

E.g. How many sign ups were there for Sub-Organiser 1's project in 2019?

Click on the specific Organiser's email and year(s) in the filter slicers
Look at the Number of Timeslots Signed Up in the graph

5. How many timeslots were attended in projects organised by an Organiser in specific year(s)?
E.g How many timeslots were attended in projects organised by Jason in 2019?

- Click on the specific Organiser's email and year(s) in the filter slicers

- Look at the Number of Timeslots Attended in the graph

Section 3 - Overall Commitment Frequency under All Organisers Over a Period of Time

1. What is the overall commitment frequency of my contacts in specific year(s)?

E.g. What is the attendance rate of my contacts across all projects in 2020?

Click on the specific year(s) in the filter slicer for 'Year'
Look at the Attendance Rate in the last row of the pivot table

Section 4 - Overall Commitment Frequency under an Organiser Over a Period of Time

1. What is the overall commitment frequency of contacts under an Organiser in specific year(s)?

E.g. What is the attendance rate of contacts under Michelle in 2020?

Click on the specific Organiser's email and year(s) in the filter slicers
Look at the Attendance Rate in the last row of the pivot table

Sheet 3 - New Contacts by Year-Month

This report helps you to analyse the new contacts who joined your Organisation across time (in Year-Month).