Democracy Direct Dashboard Portlets

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1 Democracy Direct Dashboard Portlets Summary of Portlet Reporting Last Updated: Page 1 of 6

2 Summary of Portlet Reporting This document provides a brief overview of the standard Democracy Direct Grassroots and PAC portlets and the data they report. Please see the Quick Reference Guides section of the Help Desk for more information about configuring your dashboard or administering your organization s dashboard defaults. Grassroots Portlets Democracy Direct features the following Grassroots Management portlets (note: portlet visibility is dependent upon the portlet access rights granted to your role): Solicitations The Solicitations portlet shows a bar chart of the weekly total of s sent through the Communications Wizard for the past four weeks. Select this portlet to stay up to date on the volume of communications being sent through the system. Total Assets The Total Assets portlet shows a pie chart of the total number of each of the five largest asset groups in your database. Select this portlet to see the volume of assets at your disposal. Page 2 of 6

3 Action Alert Activity The Action Alert Activity portlet shows a bar chart of the total number of actions taken on the five most recent Action Alerts. Select this portlet to stay on top of the broad results of your most current online mobilizations. Campaign Statistics The Campaign Statistics portlet shows a bar chart of actions taken over the past seven days. This includes daily totals of both online and offline actions, allowing you to compare levels of different types of activity. Select this portlet to monitor the collective results of your online and offline efforts. Recent Mobilizations The Recent Mobilizations portlet shows a table of the most recent five Action Alerts in your campaign tree that action has been taken on. Select this portlet to keep track of which Action Alerts have most currently produced actions. Page 3 of 6

4 PAC Portlets Democracy Direct Version features the following PAC Management portlets (note: portlet visibility is dependent upon the portlet access rights granted to your role): Candidate Contribution Summary The Candidate Contribution Summary portlet shows a pie chart of the total PAC dollars disbursed for this and the previous calendar year by federal and state legislative chamber. Select this portlet to view how your PAC is reaching legislators at the federal and state levels. Disbursements by Party The Disbursements by Party portlet shows a pie chart of PAC disbursements made by party (Republican, Democrat, or Other) for this and the previous calendar year. Select this portlet to monitor how PAC money is being distributed among different parties. Page 4 of 6

5 PAC Receipts The PAC Receipts portlet shows a bar graph of receipts for this and the previous calendar year. Select this portlet to gauge how your PAC is performing against the previous year. PAC Giving by Organization (Top 5 by YTD Contributions) The PAC Giving by Organization portlet displays a horizontal bar chart comparing the year to date contributions for each of the five largest organization/business units. Please note that this report uses Level 1 of the Democracy Direct Organization table. If you would like to use this portlet, but would like to capture different parts of your organization not classified as Organization Level 1, please contact your Account Director. Page 5 of 6

6 PAC Participation Rate (Year-to-Date) The PAC Participation Rate portlet displays the year to date PAC participation rates for the five largest organization/business units by total eligible contributors. In addition, the portlet also displays the overall participation rate for all organization/business units. Please note that this report uses Level 1 of the Democracy Direct Organization table. If you would like to use this portlet, but would like to capture different parts of your organization not classified as Organization Level 1, please contact your Account Director. Reconciled Statement Balance The Reconciled Statement Balance displays a summary of the current reconciled account balances for a client s Top 5 PACs, sorted by balance. All data displayed within the Reconciled Statement Balance portlet is derived from the Democracy Direct Bank Reconciliation Interface Page 6 of 6