Access this screen from the left navigation under Unit Onboarding > Unit Activation.
Overview
The screen displays a summary of all units and includes three stat cards at the top:
Prior Year Sales — Total sales from the previous year for units that have committed so far, along with the total number of units.
Committed Goal — The combined sales goal for all committed units, along with a count of how many units have committed.
Committed vs. Prior Year — A percentage comparison of the committed goal against prior year sales, and the dollar difference between them.
Use the All Districts drop-down to filter the list by a specific district.
Unit List
The unit list can be filtered using the tabs at the top:
All — Displays every unit in the Council.
Committed — Displays only units that have committed to the fundraiser.
Not Committed — Displays units that have not yet committed.
The list includes the following columns:
Unit — The unit name or number.
Prev Year Sales — The unit's total sales from the previous fundraising year.
Current Goal — The unit's sales goal for the current year.
Year Difference — The difference between the current goal and prior year sales. Displayed in green if the goal is higher than prior year, and red if it is lower.
Committed — Indicates whether the unit has committed to the fundraiser.
Onboarding — A progress bar showing how many onboarding steps have been completed out of the total required.
Visit the onboarding experience for any unit by clicking directly on the progress bar.
Scouts — The number of youth participants expected to participate out of the total number expected to be in the unit. The leader forecasted these numbers during onboarding.
Prev Year Scouts — The number of youth participants from the previous year.
Primary Contact — The name of the unit's primary contact.
To export the list to a spreadsheet, click Export to Excel in the upper right.
Unit Actions
Click the three-dot menu at the end of any unit's row to access additional actions:
View Unit — Opens the unit's detail page.
View Primary Contact — Opens the primary contact's profile.
View Fundraiser Onboarding — Opens the unit's onboarding checklist.
Add Notes — Allows you to add internal notes to the unit's record.