Weekly Activity

The Coaching view of Weekly Activity is the same Weekly Activity view a person being coached sees on their Dashboard. Totals are automatically generated based on contacts updated and tasks logged in MPDX. The MPD Week starts Sunday morning and ends Saturday night.

Each progress category gives you the current weekly activity. 

  • Click the Previous or Next buttons to see respective weekly activity.
  • Contacts Box - displays amount of contacts that were Active, the Referrals on Hand, and new contacts Gained.
  • Appointments Box - displays the number of task Appointments Completed.
  • Correspondence Box - displays the number of Pre-call, Support, Thank You, and Reminder tasks completed.

  • Phone Calls - displays the number of Ongoing, Talked To, Appts Produced, Completed, Attempted, and Received current weekly tasks.
  • Electronic Messages - displays the Sent, Received, Appts Produced, Email, Facebook, and Text Message current weekly tasks.
  • Primary Appeal - the currently weekly progress of a current Primary Appeal.


Understand How the Values Increase:

Contacts

  • Active Contacts: This value reflects all contacts within the users MPDX account with a status of “Never Contacted” or “Contact for Appointment”
  • The Referrals On-hand value increases when the user manually enters and saves a contact using the “Add Referral” button in the Referrals tab on a contact’s page.
  • Gained Referrals is the sum of referrals added this week

Appointments

  • Appointments completed is the sum of all logged appointment tasks with a date in the given weekly span

Correspondence

  • The Pre-call number increases when a “Pre Call Letter” task is logged
  • The Support number increases when a “Support Letter” task is logged
  • The Thank You number increases when a “Thank” task is logged
  • The Reminder number increases when a “Reminder Letter” task is logged

Phone Calls

  • Outgoing calls reflect the total of all logged “Call (Completed), “Call (Attempted)” and “Call (Attempted - Left Message)” tasks
  • Talked To is the sum total of all “Call (Received)” and “Call (Completed)” tasks
  • Appts Produced is the sum total of all “Call” tasks logged with a “Next Action - Appointment”
  • Completed is the sum total of all logged “Call (Completed)” tasks
  • Attempted is the sum total of all “Call (Attempted - Left Message)” tasks logged
  • Received is the sum total of all “Call (Received)” tasks logged

Electronic Messages

  • Sent is the sum of all “Email,” “Facebook Message” and “Text Message” tasks logged
  • Received is the sum of all “Email,” “Facebook Message” and “Text Message” tasks logged as “Action - Email,” “Action - Facebook Message” and “Action - Text Message,” “Result - Received”
  • Appts Produced is the sum total of all Email, Facebook Message and Text Message tasks logged with a “Next Action - Appointment”
  • Email Sent is the sum of all logged Email tasks marked “Result - Completed”
  • Email Received is the sum of all logged Email tasks marked “Result - Received”
  • Facebook Sent is the sum of all logged Facebook Message tasks marked “Result - Completed”
  • Facebook Received is the sum of all logged Facebook Message tasks marked “Result - Received”
  • Text Message Sent is the sum of all logged Text Message tasks marked “Result - Completed”
  • Text Message Received is the sum of all logged Text Message tasks marked “Result - Received”

Primary Appeal

  • The value to the left of the / is the total weekly value of one-time gifts marked in association with the Primary Appeal and converted in the currency type default set by the user
    • To associate a donation with an appeal, simply find the donation, click the edit button next to the donation, then in the Appeal field, select the Appeal the donation is associated with.
      • If only part of the donation is associated with the appeal, you can also indicate that here.
    • To add a commitment to an appeal go to Tools > Appeals > Primary Appeal > Asked > select the “+” associated with a contact and enter Amount, Expected Date, mark as either “Received” or not received, and press the Save button
  • The value to the right of the / is the total “Initial MPD One-Time Needs” goal

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