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Abstract:
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Survey organizations are increasingly using interactive data visualization tools to monitor organizational performance. This paper highlights the design and development of a dynamic web-based tool that provides survey field staff with real-time information about their collection activities and allows field managers to monitor and manage staff performance. A cross-disciplinary team of field staff, programmers, and methodologists identified strategic objectives, prioritized metrics, and gathered requirements. We used free, open-source software (R Shiny) to graphically represent the key performance metrics with interactive features (e.g., filtering, linking and brushing), and created a prototype performance dashboard. We discuss technical and methodological challenges of this project, and provide practical considerations for aligning performance and quality control goals (e.g., in terms of level of effort, productivity, representativeness, etc.) of the survey with decisions about metric and graphical display selections.
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