CRITICAL story-coordinator-reports-organization-administrator-001 8 pts
8
Story Points
Critical
Priority
Coordinator Reports & Dashboards
Feature

User Story

As a user
I want to see an aggregated dashboard showing key metrics for all peer mentors and activities within my organizational scope
So that So that I can immediately understand the overall activity level, identify areas needing attention, and have a single authoritative source of truth instead of manually collecting individual reports

Acceptance Criteria

  • Given an authenticated coordinator, when they open the coordinator dashboard, then they see aggregated metrics scoped exclusively to their assigned local association
  • Given an authenticated organization administrator, when they open the coordinator dashboard, then they see aggregated metrics spanning the entire organizational hierarchy
  • Given the dashboard is loaded, when the user views it, then total active peer mentors, total activities in the current period, and activity trend indicators are all visible
  • Given cached data exists for the user's scope key, when the dashboard loads, then results are returned from cache without re-running aggregation queries
  • Given a new activity record is saved, when the coordinator next opens the dashboard, then the cache is invalidated and fresh aggregated totals are displayed
  • Given the aggregation query is running, when the dashboard is loading, then a loading indicator is shown and the UI does not display stale zero values

Business Value

Coordinators are currently responsible for overseeing multiple peer mentors but have no aggregated view — they rely on manual Excel aggregation across individual Word reports. This dashboard eliminates that overhead, reduces errors from manual data collection, and gives coordinators real-time visibility into activity levels. For an organization with 1,400 local associations across 9 regions, a real-time dashboard is foundational to accountability and strategic planning at every organizational level.