Archived

Kept but out of everyday use. Dashboards drop out of the main list; trackers become read-only; answers stay

Area

Any place in your organisation's structure: a region, district, branch, local association or employer. Also called a geography

Area attribute

A tracker answer held on an area (e.g. an employer's pay offer) that workplaces beneath it inherit

Attribute

An extra fact about a member, workplace or area, from an upload or a tracker. Used in tables, filters, metrics and audiences

Audience

A named group of members (or workplaces), such as Reps or Voted. The building block for metrics, filters and links

Audit log

The record of who did what, with before and after values. Settings › Audit log (admins only)

Block

One section of a dashboard: a chart, table, tile grid, text and so on

Block library

The list of blocks you can drag onto the canvas in the Compose step

Branch

A tier of the hierarchy between district and workplace. 

Builder

Where admins create and edit dashboards. Admin › Build › Builder

Builder assistant

Dashbuilder's MCP server, which lets Claude or ChatGPT build dashboards, audiences, trackers and campaigns by chat. It never sees figures

Campaign

A dated bundle of dashboards, trackers, audiences and files for one effort, such as a ballot or pay round

Campaign hub

A campaign's overview page: banner, dates, its dashboards, trackers, audiences, resources and activity

Closed

A tracker past its close date or in a closed campaign. Buttons read History

Compose

The builder step where you add and arrange blocks and create dashboard metrics

Composed audience

An audience made inside one dashboard from all / any / none of other audiences

Container

A block that groups other blocks into 1–3 columns; can be collapsible

Count

A metric format: how many members (or workplaces) are in an audience

CSV

The comma-separated file format used for every upload and download. Save as CSV UTF-8

Dashboard

A page of blocks showing metrics, charts, tables and trackers, scoped to each viewer's area

Dashboard metric

A metric that belongs to one dashboard, made in its Metrics panel

Data table

The drill-down block showing figures by level, from region to individual members, with downloads

Derived audience

An audience calculated from data already in Dashbuilder, such as All members

District

A tier of the hierarchy between region and branch

Dynamic audience

An audience defined by rules (conditions) that updates automatically

Editors

The roles allowed to fill in a tracker ("Who can fill it in"). Admins always can

Employer

The organisation that runs a workplace. A tier that sits beside the branch ladder; also a login role

Filter

A control on a dashboard that narrows every block (e.g. Region, Is a rep). Set up in the Filters step

Geography

The technical word for an area

Hierarchy

Your organisation's ladder of tiers: region → district → branch → workplace, with employers alongside

History

A read-only record of a tracker's answers, shown when you can't update a place

Import

Bringing in many users at once from a CSV or pasted list (Admin › Users › Import)

Library metric

A metric shared by every dashboard. Admin › Build › Metrics

Link probe

An audit event when someone tries a dead or unknown tracker link

Links (tracker)

Web links that let people answer a tracker without an account

MCP

Model Context Protocol: the standard that lets AI assistants connect to Dashbuilder

Member

A person in your membership upload. Identified by membership number

Member attribute

An extra fact about a member from an extra upload column

Membership number

A member's unique number (Member No / external ID). Re-uploads match on it

Metric

A named number on a dashboard: a count, percentage or attribute figure

Metric format

How a metric is calculated: count, % of universe, % of audience, threshold, sum, average, median, most common, coverage

National

A login role that can view every dashboard with no area limit

Only ask if

See Follow-on question

Organising role

A role held on a member's record (workplace rep, health & safety rep, officer). Used in audiences, not for login

Personal link

A tracker link for one member, tied to their own workplace or employer

Phase

A workplace's phase: nursery, primary, secondary, sixth form, college, special, mixed, other

Recovery codes

One-off codes for signing in without your authenticator app

Reference (slug)

An audience's or dashboard's short permanent ID, e.g. reps-london. Can't be changed

Region

The top tier of the hierarchy; also a login role

Resources

Files attached to a campaign, either admins-only or a public link

Scope

The areas a user can see: their chosen areas and everything beneath

Single use

A link that stops working after one answer

Stale

An audience that hasn't refreshed in over twice its usual interval

Subject (tracker)

What each tracker answer is about: workplace, branch, employer and so on. Fixed at creation

Threshold (workplace threshold)

A metric format counting workplaces above or below a ratio, e.g. under 50% turnout

Tier

One level of the hierarchy, such as region or district

Tracker

A form recording answers about each workplace or area, feeding dashboards

Tracker block

A dashboard block listing places with their answers and Update buttons

Type (workplace)

A workplace's type: community, foundation, voluntary controlled or aided, academy, free school, independent, other

Universe

Everyone a dashboard is about; every percentage is measured against it. Usually All members

Workplace

A school, college or site. The smallest unit everything hangs off

Workplace attribute

An extra fact about a workplace, from an upload or a tracker

Workplace status

A block flagging workplaces against a target. On demo dashboards only; not in the block library