Field Totals Overview
Membership Details
| District | DE | New (Wk) | New | Transfers | Dropped | Current | Change | Units |
|---|
FOS Campaign
| District | Pledged | Goal | Gap | % | Wk Δ | Pres Sched | Pres Done | Hosts |
|---|
Popcorn Sales
HubSpot CRM
| District | Contacts |
|---|
New Units
New / Restarting Units Pipeline
| District | Prospect | Type | DE | Contact | Confidence | Youth | Adults | Charter Partner | Schools | Commissioner | Next Steps |
|---|
Renewals
Needs renewal — contact list
| Name | District | Unit | Expires | Status | Phone | Last Contacted |
|---|
Program Data
| District | DE | Day Camp | DC Last Wk | DC Goal | SOR Booths | Popcorn Units | PC Goal |
|---|
Volunteerism STUB — NOT YET BUILT
Nav structure only. This tab is a placeholder so the Field / Tools grouping has a Volunteerism destination. The actual content below currently lives inside KPI cards on Overview and HubSpot CRM — nothing has been moved yet.
What would live here once built:
- Trained Leader Status — position-specific training gaps (currently in Overview KPI card "Training Gaps")
- Youth Protection Training (YPT) — expired/expiring registrations (currently SYT Aging card)
- Hazardous Weather — the other half of the Training Gaps card
- Unit Health — leadership signals — Key 3 completeness, commissioner assignments, chartered-org tenure (currently the Unit Health module)
- DOJ / AB 506 fingerprinting — background check compliance (currently no dashboard view)
- New Leader onboarding — registration funnel from application to first training (currently no dashboard view)
Build order is a separate conversation — this stub exists so you can see whether the Field / Tools grouping and the 3M+Program structure feels right before anything real is moved.
Compliance
Staff Calendar
Click any day cell to edit. Changes save directly to the Google Sheet.
| Staff | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|
Settings & Data Sync
Upload Reports
Drop a CSV/XLSX export from my.scouting.org, Blackbaud, or HubSpot. Auto-detects report type, aggregates to district level, and writes to Google Sheet.
Sync Log
Data Freshness
Source data status. Green = current, Red = overdue, Amber = nearing threshold. Click "Mark Updated" for skill-based items after running the skill.
| Source | System | Last Updated | Cadence | Last File | ||
|---|---|---|---|---|---|---|
| Loading manifest... | ||||||
Unit Travel KPI
Computes per-unit median scout travel distance (straight-line miles from
each scout's ZIP centroid to their unit's pin location, weighted by scout
count). Reads UNIT_MEMBERS_GEO — upload PSR + PinDataReport
first. Each click writes a snapshot to history; up to 26 are kept
(~6 months at weekly cadence). v1 is haversine — driving distance
upgrade requires a Google Maps API key (see CLAUDE.md).
HubSpot Live Sync
Pulls contact counts, training gaps, and deal pipelines directly from HubSpot API via Firebase Functions.
Data Storage
All dashboard data is stored in Firebase (Cloud Storage). Uploads save automatically; use Reload Data to re-read everything from the server.
Camping Setup
Facilities are pulled automatically from Event Vacancy PDF uploads. Set what each facility runs per season; facilities marked Summer Camp appear in the schedule below. Changes save automatically.
Scout Shop Store
Store exports (transactions, inventory analysis, salaries, store membership) upload through the drop zone above — they are auto-detected and routed to the Store pages. The settings below feed the Income Statement and Goal Meter.
Revenue goals
Manual expense values — fallbacks only; COGS, card fees, and staffing are computed from uploads when available
| Source | Last Uploaded | Records |
|---|---|---|
| Transactions (current year) | Never | — |
| Transactions (historical) | Never | — |
| Inventory analysis | Never | — |
| Store membership | Never | — |
Inventory by Date folder
Load all daily Inventory_Counts_Summary_*.csv snapshots at once — enables the stock trend chart on the Inventory page.
Important Links
Crossovers
Unit QUEST
| Unit | District | Youth | Adults | QUEST Level | Points | BeAScout Pin | Camp Signup |
|---|
Unit Map
Development
Budgets
Annual budget vs. spent
Simple v1 — enter the numbers manually; line-item budget tracking from Blackbaud statements can replace this later.
Store — Overview
| Account | Sales $ | % |
|---|---|---|
| Upload data | ||
| Item | Units | Revenue |
|---|---|---|
| Upload data | ||
| Total Revenue | — | |
| Cost of Goods Sold | — | |
| Gross Profit | — | |
| Operating Expenses | ||
| Staffing Costs | — | |
| Card Fees | — | |
| Technology | — | |
| Shipping | — | |
| Shrinkage | — | |
| Other Expenses | — | |
| Total Op. Expenses | — | |
| Net Income | — | |
Sales Analysis
Monthly Breakdown
| Month | Sales $ | Units | Transactions | Avg / Txn | Avg Daily |
|---|
Inventory
Items
| Name | Category | Inventory ID | SKU | In Stock | Sold (range) | Added |
|---|
Excess Inventory
| Item | In Stock | Days of Cover | Sales Velocity | Reg. Price | Suggested Sale |
|---|
Suggested Orders
Camping — Overview
Camping — Availability
Camping — Signups
Pacing vs. same booking date last year
By District
| District | Units Signed Up | Youth Signed Up | % of Units | % of Youth |
|---|
By Unit
| District | Unit | Camp | Session / Date / Campsite | Youth | Adults | Contact | CPC / OOC |
|---|
Units with no summer plans
| District | Unit | Program | Registered Youth |
|---|
Camping — Out of Council Units
% of units going out of council
% of camp attendance from out of council
Units going out of council
| District | Unit | Camp | Council | Week | Youth |
|---|
Out-of-council units attending CPC camps
| Home Council | Units | Youth | Adults |
|---|