Status: ✅ Complete — Activity metrics and CSV exports delivered (6.1); community health dashboard (6.2) and PDF reports (6.3) moved to BACKLOG (March 2026).
Rationale: Phases 7–17 were prioritized after Phase 5 to build out the core Alumni Network experience before adding deeper staff analytics. Phase 9.4 covers onboarding metrics. Richer engagement analytics can be built once there is sufficient user activity to analyze.
Champion Portal Development Phase 6 (Original Spec)
Estimated Effort: 4–6 weeks
Focus: Activity Dashboards, Region Health MetricsPrerequisites: Phase 1–5 complete
Related Documents:
- ../README.md — Champion Portal overview
- ../features/08-REPORTING.md — Reporting spec
- ../STAKEHOLDER-OVERVIEW.md — Success metrics
Phase 6 introduces reporting and analytics to help the Engagement Team measure Champion Portal success and identify areas for improvement.
After Phase 6, staff can:
Phase 6 is divided into 3 sub-phases that can be implemented incrementally.
| Sub-Phase | Name | Prompt | Est. Time |
|---|---|---|---|
| 6.1 | Activity Metrics | “Implement Phase 6.1” | 2–3 days |
| 6.2 | Region Health Dashboard | “Implement Phase 6.2” | 2–3 days |
| 6.3 | Reports & Exports | “Implement Phase 6.3” | 1–2 days |
Goal: Track and display key activity metrics for the Engagement Team.
Deliverables:
Metrics Dashboard Layout:
┌─────────────────────────────────────────────────────────────────┐
│ Champion Portal Metrics [Last 30 Days ▼] │
├─────────────────────────────────────────────────────────────────┤
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌──────────┐ │
│ │ Total │ │ Active │ │ New This │ │ Events │ │
│ │ Champions │ │ (30 days) │ │ Period │ │ Submitted│ │
│ │ 247 │ │ 183 │ │ 24 │ │ 12 │ │
│ │ +8% ▲ │ │ 74% of total │ │ +12% ▲ │ │ +3 ▲ │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ └──────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────────┐ │
│ │ [Chart: Champions Over Time] │ │
│ └─────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────┘
Acceptance Test:
Goal: Monitor engagement health per region.
Deliverables:
Region Health Indicators:
| Indicator | Weight | Healthy | Warning | Critical |
|---|---|---|---|---|
| Active Champions % | 30% | >70% | 40-70% | <40% |
| Events this quarter | 25% | 3+ | 1-2 | 0 |
| Posts this month | 25% | 10+ | 3-9 | 0-2 |
| CLC assigned | 20% | Yes | — | No |
Acceptance Test:
Goal: Generate exportable reports for stakeholders.
Deliverables:
Report Templates:
| Report | Contents | Audience |
|---|---|---|
| Monthly Summary | High-level metrics, growth, highlights | Executive |
| Region Detail | Region-specific metrics, Champions list | CLC, Engagement |
| CLC Performance | Events approved, posts moderated, response time | Engagement |
| CRM Export | Profile changes since date | Data Team |
Acceptance Test:
| Question | Options | Notes |
|---|---|---|
| Health score formula | Define weights and thresholds | See indicators table above |
| Report access levels | A) Admin only B) Staff + CLC (limited) | Data sensitivity |
| Scheduled report frequency | A) Daily B) Weekly C) Monthly D) Custom | Email volume |
| Data retention for metrics | A) Forever B) 2 years C) 1 year | Storage |
| Question | Who Decides | Impact |
|---|---|---|
| Which metrics matter most? | Executive/Engagement | Dashboard priority |
| Board reporting requirements | Executive | Report format |
| CLC access to their region data | Engagement Team | Permissions |
| Area | Deliverables |
|---|---|
| Activity Metrics | Counts, trends, charts, filters |
| Region Health | Health scores, color coding, drill-down |
| Reports | Templates, exports, scheduling |
| Feature | Notes |
|---|---|
| Real-time analytics | Batch processing sufficient |
| Predictive analytics | Future consideration |
| A/B testing infrastructure | Separate project |
| Criterion | Validation |
|---|---|
| Metrics dashboard displays data | All counts accurate |
| Charts render correctly | Trends visible over time |
| Region health calculated | Scores match formula |
| Reports generate | PDF and CSV download work |
| Scheduled reports send | Emails arrive on schedule |
| CRM export works | CSV format correct for import |
| Metric | Target |
|---|---|
| Staff dashboard usage | Weekly by Engagement Team |
| Reports generated | 5+ monthly |
| Data accuracy | 100% (verified against source) |
| Service | Test Cases |
|---|---|
MetricsCalculator |
Correct counts, date range filtering |
RegionHealthCalculator |
Score calculation, thresholds |
ReportGenerator |
Template rendering, PDF/CSV output |
| Controller | Test Cases |
|---|---|
Admin::MetricsController |
Dashboard data, date filtering |
Admin::RegionsController |
Health list, drill-down |
Admin::ReportsController |
Generate, download, schedule |
| Feature | Test Cases |
|---|---|
| Metrics dashboard | View → data accurate → change date → updates |
| Region health | View list → click region → see details |
| Report generation | Select template → generate → download |
| Data Point | Validation |
|---|---|
| Total Champions | Matches Cp::Champion.count |
| Active Champions | Matches last_login_at >= 30.days.ago |
| Events count | Matches Cp::Event.count |
After completing Phase 6, update:
| Document | Changes |
|---|---|
| ../README.md | Mark Phase 6 complete — Champion Portal MVP complete! |
| ../development/DECISIONS.md | Record metrics decisions |
| Staff Admin Guide | Add reporting procedures |
| ../STAKEHOLDER-OVERVIEW.md | Update with actual metrics |
Upon completing Phase 6, the Champion Portal reaches Minimum Viable Product status:
✅ Authentication & Onboarding
✅ Profile Management
✅ Directory & Search
✅ Contributions (Events, Stories, Mentorship)
✅ Discussion Boards
✅ Messaging & Notifications
✅ Advanced Features (Visit Mode, Map, Search)
✅ Reporting & Insights
Next Steps After MVP: