How to Track Assessment Changes Over Time with Trend View

Trend View in the Wall Chart allows you to track assessment changes over time. While Chart View provides a snapshot of where things stand today, Trend View helps you understand how your campaign is progressing over days, weeks, or months. This makes it easier for organizers to analyze trends, allocate resources, and make informed strategic decisions.

Trend View is available to all users who have access to the Wall Chart. For example, a Steward who is an Activist user and has permission to view their assigned Work Building will see Trend View data specific to that Work Building, allowing them to track progress within their own organizing area.

Note: Trend View only displays assessment changes and does not include other data points.

How to Use Trend View

1. Select a Date Range
   • Choose the specific time period you want to analyze.
2. Choose a Period
   • Select how the data should be grouped:
     • Days to track changes daily.
     • Weeks to see trends over time.
     • Other time units based on campaign needs.
3. Enable or Disable Running Totals
   • Enabled shows cumulative totals of previous assessments.
   • Disabled displays only assessments made within each period.
4. Toggle Assessment Levels
   • Click on assessment levels below the chart to turn specific categories on or off.
   • Focus on specific segments of your list for deeper analysis.
5. Export Data for Reporting
   • There is a file icon that allows users to download the view as a .CSV file for easy data sharing and reporting.

Wall Chart Trend View Use Case Examples

1. Tracking Daily Progress in High-Volume Work

For campaigns that involve frequent assessments, such as membership drives, voter outreach, or authorization card efforts, Trend View provides insight into daily progress.

How to Use It:

• Turn off "Running Totals" to focus on daily changes.
• Set the date range to "Past Week" or "Past Month."
• Choose "Daily" as the period.

Example Insights:

• You notice that most assessments started as 2s but recently increased to 3s, suggesting a shift in attitudes that may require a messaging adjustment.
• Your team records a spike in assessments on Tuesdays but sees lower engagement on Fridays, helping refine your organizing schedule for better results.

2. Measuring Progress Toward a Goal

When working toward a major milestone, such as a certification vote, a membership goal, or a response to a challenge, Trend View helps measure how close you are to your target.

How to Use It:

• Turn on "Running Totals" to see cumulative progress.

Example Insights:

• You can quickly see what percentage of your target universe has been assessed.
• The breakdown of 1s, 2s, 3s, and 4s helps gauge support levels and identify gaps.
• If the number of unassessed people is increasing, you may need to investigate whether new data has been added unexpectedly or if outreach efforts need to be adjusted.

3. Reporting on Campaign Progress

Organizing teams often need structured data to report progress to leadership, stakeholders, or funders. Trend View provides real-time insights that can be used for internal evaluations and external reporting.

How to Use It:

• Use Trend View to monitor assessment changes over time and identify key patterns.
• Select an appropriate date range and period to match reporting needs, such as weekly or monthly tracking.
• Enable Running Totals if cumulative progress is important for evaluating long-term trends.
• Use the download button to export data into crosstabs for structured reports and easy data sharing.

Example Insights:

• A Lead Organizer can track how assessments are progressing week over week and provide updates to leadership.
• A Campaign Director can evaluate overall progress and estimate how long it will take to reach key milestones.
• A Development Director can analyze trends in supporter engagement to assess the effectiveness of outreach efforts and inform funding and membership growth strategies.