TIP — PERMISSIONS
view_analytics with the analytics feature. Fundraising cards additionally need manage_fundraising — shared reports respect the recipient's permissions too.
What's on the dashboard
Two of these earn special attention: contact-depth distribution shows where you're over-saturating the same voters versus under-touching the rest, and party contact rates catch blind spots — only knocking one party's doors is the kind of thing you want to see in week 3, not week 12.
Customizing and filtering
Cards are draggable — hit Customize, reorder, toggle off what you don't use, save. The set runs a little wider than the table above, too: an Action Center that gathers what needs a decision today and a next-election countdown ride the same board. The layout is saved per browser, so the field director's morning view and the finance director's are different dashboards over the same data. A focused dashboard reads in 30 seconds; a cluttered one gets ignored.
A global filter bar restricts most cards by date range or a single universe — compare last week to this week, or watch just the GOTV universe. Most metrics are useful as deltas, not absolutes.
Models & scores
Counting what's happened is one half of analytics; estimating what's likely is the other. Train an in-house model on your own contact history and voter file — logistic regression under the hood — and it hands back a 0–100 score for every voter: turnout likelihood, persuadability, whatever you built it to predict. Those scores don't hide in a report you forget about — they come back as filters and columns in the voter file, and a universe can target everyone above a line ("turnout score 60-and-up in Ward 3").
The full walkthrough — building a model, reading its report, publishing it — lives on the Voters guide; here it's enough to know the scores feed the same dashboards and universes as everything else.
Matchback closes the loop on turnout. Import your early-vote and absentee-return files and Romulus splits any universe into already voted versus still to vote, so the GOTV view stops chasing ballots that are already in the box and points the field at the ones that aren't.
Saved reports, sharing, export
Deeper metrics live as their own report pages: weekly donor pipeline movement, daily receipts, burn rate, event P&L, the full canvasser leaderboard, per-turf progress with overdue flags, and script response summaries per question per turf.
Share any saved report as a campaign-internal link or a scheduled recurring email (a weekly burn-rate digest to the campaign manager, say) — links respect permissions, so a recipient without fundraising access never sees fundraising data. Every card and report exports to CSV (raw data) or PNG (chart image for board updates), and exports are audit-logged.