The way we approach our dashboards is that we start at a broad level and dig into the details as we scroll down.
The campaign goal is at the top left of the dashboard. This will match the same goal that is on the front page of the Mission Draft. The goal is listed on the dashboard so sharing within your organization is easy if others are not familiar with the mission’s intent.
The total number of missions completed is displayed at the top of the dashboard. This shows how many total results have been collected in the selected time period. The bottom number shows the total number of unique stores where results were collected.
Campaigns with 1 result per store
- The numbers in this scenario will match each other. It is 1 result from 1 store.
Campaigns with 1+ results per store
- The number on the bottom will differ from the top if campaigns had multiple results per store. The bottom number is the total footprint of unique stores and the top number represents how many total missions have been completed across all stores.
Export Raw Data
The Export Raw Data button is typically found in the top right corner of the dashboard. This exports the data to CSV for more in-depth review. See our detailed Export Raw Data article for more information.
The date picker allows you to select your start and end dates, if desired. The default setting is “All Time” so if you aren’t sure if you are seeing all of your results, be sure to click “Clear Filters” at the upper right-hand corner of the Dashboard. The dashboard will filter missions submitted based on the selected date range.
Dropdown Filter (Dashboard Filter)
A Dropdown Filter can also be added to filter by retailer, region, district, mission type, or other metrics that may be applicable to your account and were included in the initial store list import. Use the filter to select 1 or more options. The dashboard will refresh per your selection.
Clear filters from the dashboard level by selecting the button at the top of the dashboard: “Clear Filters.” This clears all filters.
A map of the U.S. can be included in your dashboard, if desired and applicable. Each of the pins on the map represents a store where 1 or more missions were completed.
Click on any pin to show the store information, including the retailer name and address. At the bottom, you will see the date and time of the mission. Click the link to download the Mission Store Report.
You can customize the map if you'd like by using the Color Wheel.
The color wheel that is at the top right of the map will allow you to change how the pins are colored on the map. Hover over the color wheel to see other color options.
* If the mission is recurring and there have been multiple audits done at one location over time, you’ll see all previous results bulleted per location.
Mission Store Report
This is a PDF download of the questions and answers from that specific store. It will show the store information at the top. Then, on the left are all asked questions and on the right are all user answers. Answers highlighted in blue are the user selections. Non-selected answers are greyed out. The report includes any photos taken by the user.
Mission Store Reports are useful for two reasons: As a PDF download, you can send the report to anyone inside or outside of your organization. Dashboard access is not needed. Reports are examples of exactly what is going on in-store. Reports are helpful when speaking with channel partners about compliance issues or to use as examples of successful stores.
Issues Feed (optional feature)
If you’ve identified Issues with your Project Manager before launching a mission and asked to have an issues feed, then the right side of the dashboard would hold the Issues Feed. This shows each store that had a compliance issue and a supporting image. You can see the store’s information, including retailer, location, and date of issue. You can download the Mission Store Report for any issue by selecting “View Mission Response.” Any store with multiple issues will be represented by separate boxes in the Issues Feed.
Throughout the dashboard, wherever photos were taken by users for specific questions, there will be a Photo Carousel. This includes all photos collected from the mission for a specific question. Click on any photo to open it up into a larger view. (In Chrome, you can zoom in within the browser).
In this view, you will see specific store information, date, and time. You have the option to download the photo or the Mission Store Report.
Use your arrow keys to toggle left or right or click left or right on the dashboard.
The photo gallery shows a different view of the photo carousel. On the top you can filter by date range. If/when you have multiple campaigns, you can filter on the campaign as well as the retailer and photo label. Store information, date, and time are also provided.
You can export photos to a zipfile from the photo gallery. A maximum of 250 photos is available for export. The zipfile will automatically name photos in a way that is easily recognizable for future review.
Toward the middle of the dashboard are the widgets. These include pie charts, bar charts, trends, and more depending on the data. Each widget corresponds to 1 or more questions from the mission and aggregates the data in a visual format. Hover over a section of the widget to see the percentage of responses as well as the number of responses that answered the question in that manner.
Scorecards are concise, visual reports in PDF form that benchmark in-store performers against one another. You can decide which partners to measure, including retailers, distributors, store locations, and more. Wiser will then collect the data and create the Scorecard for your review.