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Terriqon’s KPI dashboards give programme managers and organisation admins a live window into field activity. As submissions arrive — online and synced from offline devices — the dashboard updates automatically, showing who is collecting data, where they are, how complete the data is, and whether the programme is on track. You don’t need to wait for a report to know what’s happening in the field. This guide explains how to access dashboards, what each panel shows, and how to use filtering and the portfolio view to monitor activity across multiple projects.

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Accessing Dashboards

To open a project-level dashboard, navigate to Projects in the left sidebar, click your project, and open the Dashboard tab at the top of the project page. The dashboard loads immediately with data from all submissions in that project. Organisation Admins and Managers with multiple projects can also access a Portfolio Dashboard that aggregates KPIs across all projects. See Portfolio View below.

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What the Dashboard Shows

Each project dashboard gives you a full picture of field activity in a single view:

Total Submissions

The count of completed submissions received today, this week, and across the full life of the project. Updates in real time as field officers sync.

Completion Rate

The percentage of started forms that were fully submitted. A low completion rate may indicate the form is too long, connectivity issues, or field team training gaps.

Active Field Officers

How many field officers are online vs. offline in the last 24 hours. Officers who have synced within the past 24 hours are counted as recently active.

Pending Sync Submissions

The number of submissions saved on field officers’ devices that have not yet been uploaded. A persistently high number may mean a team is working in an area with limited connectivity.

GPS Activity Map

Every submission with a GPS field is plotted as a pin on a live map. Click any pin to see the field officer’s name, submission timestamp, and submission status.

AI Insights Panel

Auto-generated key metrics derived from your form’s numeric and categorical fields — such as average crop yield, beneficiary count by district, or infrastructure condition scores. No configuration required.

Data Quality Score

The percentage of submissions that meet your form’s validation thresholds (required fields filled, data in expected formats, GPS captured where required). Displayed as a score out of 100.

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The GPS Activity Map

Every submission that includes a GPS field is automatically plotted as a location pin on the live activity map. The map updates as new submissions sync, giving you a real-time picture of where your team is working. Click any pin to open a summary card showing:
  • Field officer name — who made the submission
  • Submission timestamp — when the form was submitted (in the field officer’s local time)
  • Submission status — Synced, Pending Sync, or Under Review
Use the map to verify that data is being collected in the correct geographic areas, identify any gaps in field coverage, and spot unusual patterns — such as submissions clustered in one location when the team should be distributed across a district.

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AI Insights Panel

The AI Insights panel sits alongside your raw metrics and automatically computes higher-level KPIs from the data your field officers submit. There is no configuration required — Terriqon identifies the numeric and categorical fields in your form and derives aggregations that are meaningful for your programme type. Examples of what the panel might compute:
  • Average beneficiary household size across all submissions
  • Total number of unique beneficiaries recorded
  • Distribution of infrastructure condition ratings (Good / Fair / Poor)
  • Crop yield by district or by crop type
  • Percentage of health screenings with a referral outcome
The insights panel refreshes with each new batch of synced submissions. It is the same underlying data source used when you generate an AI report, so a strong insights panel is a good signal that your data is ready for report generation.

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Filtering and Date Ranges

Use the filter bar above the dashboard panels to narrow down the data you’re looking at:
  • Field Officer — filter to see submissions from one specific field officer, useful for performance check-ins or troubleshooting
  • Date Range — set a custom start and end date, or choose a preset (Today, This Week, This Month, Custom Range)
  • Submission Status — filter by Synced, Pending Sync, Draft, or Under Review
Filters apply across all panels simultaneously — the submission count, completion rate, GPS map, and insights panel all update to reflect the filtered dataset. To reset, click Clear Filters.

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Portfolio View

For programme directors and organisation admins overseeing multiple projects, the Portfolio Dashboard aggregates KPIs from every project in your organisation into a single view.
The Portfolio Dashboard is available on Growth and Enterprise plans. Starter plan users can access per-project dashboards only.
In the Portfolio view, you can see:
  • Total submissions across all projects
  • Project-by-project completion rate comparison
  • Combined GPS map showing field activity across all locations
  • A project health summary table ranking each project by data quality score
To access the Portfolio Dashboard, click Portfolio in the left sidebar.
Use the data quality score to spot problems before generating a report. A score below 80% usually means too many blank required fields or a high rate of skipped GPS captures. Follow up with your field team directly, then return to the dashboard to watch the score improve as corrected submissions come in.