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

Partner Contributions

Shows how partners are involved across PEARS modules and which partners and contacts contribute most.

Location

This panel appears on the following dashboards:

Modules Included

  • Partners

  • Partner Reports

  • Community Relationships (CRM)

  • Action Plans

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. Five charts and lists are generated:

    • Involvement by Module — One bar per module, showing how many partners are linked to it.

    • Activities by Type — The partner's own logged activities broken down by type.

    • Top Partners — The five partners contributing most, counting interactions, action plans, activities, assessments, accomplishments, and lessons.

    • Top Contacts — The five contacts engaged most.

    • Interactions by Staff Member — Up to ten PEARS users, by how many interactions they logged.

Additional Notes

  • Activities and interactions are counted separately on purpose. An activity is the partner's own log entry; an interaction is a CRM record. Both feed the Top Partners ranking, so a partner ranks whether its work is captured one way or the other.

  • Each new module that gains a Partners section adds a bar to the involvement chart.

  • When a reporting-period filter is applied, each source is scoped to that period individually — assessments and accomplishments through their report, activities and action plans through the report selections, and interactions by their interaction date. With no period filter, counts are all-time. Filtered results are therefore always a subset of unfiltered ones.

  • Contact names are the only contact field this panel reads, so it discloses nothing the contact list does not already show.

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