Coordinator Dashboard

The coordinator dashboard gives coordinators a focused view of the service areas they manage. Instead of showing organization-wide data, it displays only the needs, team members, and activity within your assigned areas -- so you can quickly identify what needs attention and keep your team on track.

What Coordinators See

When you log in as a coordinator, the dashboard is scoped to the areas you have been assigned. If you manage "North County" and "Downtown," you will only see needs, volunteers, and case worker activity for those two areas. This keeps the view relevant and prevents information overload.

Key Metrics

The coordinator dashboard displays metric cards tailored to your areas:

  • Needs in Your Areas -- A count of all needs within your assigned areas, broken down by status (open, claimed, completed, expired, canceled). This tells you how many needs are active and how many have been resolved in your areas.
  • Pending Approvals -- The number of needs waiting for your review before they can be published to volunteers. This metric only appears if your organization has enabled need approval.
  • Stuck Needs -- Needs in your areas that have been open for an extended time without being claimed. These are the needs most likely to fall through the cracks.
  • Team Activity -- A summary of case worker activity in your areas, including needs created, needs completed, and response times.

How It Differs from the Admin Dashboard

The admin dashboard shows data for the entire organization. The coordinator dashboard shows only your assigned areas. Here is what that means in practice:

  • Metrics are area-scoped. Every number on the coordinator dashboard reflects only the areas you manage, not the full organization.
  • You see your team. The case workers shown are those assigned to your areas, not all case workers in the organization.
  • Approval queues are filtered. If need approval is enabled, you only see pending needs from your areas.

Organization Admins can see everything. As a coordinator, your view is intentionally narrowed so you can focus on what you are responsible for.

Pending Approval Indicators

If your organization requires needs to be approved before publishing, the coordinator dashboard highlights pending approvals prominently. You will see:

  • A count of needs awaiting your review
  • A direct link to the approval queue filtered to your areas

Approving needs quickly is important because volunteers cannot see a need until it is approved. Delays in approval mean delays in getting help to the people who need it.

Identifying Needs That Need Attention

The coordinator dashboard helps you spot problems early:

  • Stuck needs -- Needs that have been open for a long time without a claim may need a better title, a more detailed description, or promotion to a wider audience.
  • High-urgency needs without claims -- Critical or high-urgency needs that remain unclaimed require immediate attention. Consider reaching out directly to volunteers or expanding the service area.
  • Case workers with low activity -- If a case worker has not created or updated needs recently, they may need support or a check-in.

Using the Dashboard for Weekly Reviews

Beyond daily check-ins, the coordinator dashboard is useful for weekly team reviews:

  • Compare needs created versus needs completed to understand whether your areas are keeping up with demand.
  • Look at stuck needs over the past week to identify patterns -- are certain categories or areas consistently harder to fill?
  • Review team activity to see if workload is distributed fairly. If one case worker is creating most of the needs, consider redistributing responsibilities.
  • Check volunteer engagement in your areas. If claim rates are dropping, it may be time to promote the volunteer signup link more actively in those communities.

Tips

  • Review your dashboard at the start of each day. A quick scan helps you catch stuck needs, pending approvals, and team issues before they escalate.
  • Act on pending approvals promptly. Every hour a need sits in the approval queue is an hour it could have been in front of volunteers.
  • Use stuck needs as a coaching opportunity. If a need is not getting claimed, work with the case worker to improve the title or description. Specific, clear needs get claimed faster.
  • Check team activity weekly. Make sure work is distributed evenly and no one is overwhelmed or idle.
  • Communicate with your case workers. The dashboard gives you data, but a quick conversation often reveals context that numbers alone cannot provide.