For the complete documentation index, see llms.txt. This page is also available as Markdown.

Partner Asset Map

A map of where your partners are and how much activity happens at each place.

Location

This panel appears on the following dashboards:

Modules Included

  • Partners

  • Community Relationships (CRM)

Filters

Applied Filters

  • Viewable records — Only partners the current user can see in the Partners list are included.

  • Reporting Year, Program Areas, Unit — Applied through the partner's reports.

Non-Applicable Filters

  • Collaborators — Partners have no collaborators; record sharing grants replaced them.

  • Verified, Interventions, Projects, Primary Curriculum, Session Date Range — Not applicable to partner records.

Calculations

  1. PEARS retrieves all viewable partners matching the current dashboard filters.

  2. Each partner is placed by its Site.

  3. A bubble is drawn per city, sized by how many partners sit there, with the interaction volume shown in the tooltip.

Additional Notes

  • This is asset mapping — plotting the assets in a community and what they contribute.

  • A partner reaches the map only through a located site. Every partner carries a site, but only a geocoded site within your organization's state has plottable coordinates, so the map is always a subset of your roster. The panel states how many partners could not be plotted, so you are never reading a partial map as a complete one.

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