Analytics dashboards
Build a canvas of charts, gauges and tables from your reports, then share it or put it on a screen.
Your home dashboard is your own daily view. An analytics dashboard is a canvas you design: charts, gauges, tables and filters, arranged for a board meeting, a campaign, or the screen on the office wall.
Before you start: dashboards live under Analytics, and are built on reports. Build the report first, or start from a template and get both at once.
Start one
Analytics, then the Dashboards tab
Reports and dashboards share the same folders and the same sharing.
New dashboard
Choose Blank dashboard for an empty canvas, or a starter template.
Pick a template, if you'd like one
Fundraising Overview (headline totals, giving by campaign and fund, a giving heatmap), Campaign Performance (top campaigns by amount and by gift count) or Gift Composition (giving by gift type, source and fund). A template creates the report underneath it as well, so you have something real to edit rather than a blank page.
Add and arrange widgets
Drag from the palette onto the canvas, then move and resize.
Save
Sharing is the same as a report: org-wide, particular people, or roles.
What you can put on it
A single Value, a gauge (round or straight), or Goal Progress against a target you set.
Set a widget up
The right rail has three panels: Filters, Compose and Data.
Compose is where a widget gets its meaning:
- Data source: which report it reads. Dashboards are built on reports, never on raw records, so the filters and joins you already worked out carry over.
- Category and Value: what goes along the axis, and what's measured. Each measure aggregates as Sum, Average, Count, Min or Max.
- Quick calc: % of total, Running total, Rank, Top N or Bottom N.
- Format: the title, the legend, and whether bars stack (including 100% stacked).
- Goal: a target value, and the point below which the gauge turns amber.
- Options: a View source report link on the widget, and whether it's hidden on mobile.
Hide on mobile is worth using. A dense table that works on a laptop is unreadable on a phone, and a dashboard someone gives up on is worse than a shorter one.
Three levels of filtering
- Per widget, in Compose, when one chart needs a narrower slice than the rest.
- Page filters, in the Filters panel, which apply to every widget built on the same report.
- Cross-filter: select a segment of any chart and the rest of the page narrows to match, with a chip showing what you're filtered by. Clear it with the x.
Pages, and putting it on a screen
A dashboard can have several pages, named and reordered, so one dashboard can hold the overview and the detail behind it.
The floating toolbar carries undo and redo, Refresh now, an auto-refresh interval of 1m, 5m or 15m, Export PNG and Export PDF, and Full screen (kiosk) for a wall display. Refreshing, exporting and full screen work for anyone looking at it, not only the person editing.
Auto-refresh stops after 24 hours and goes back to Off. If a screen in the office has been up since Monday, open it and set it going again.
What the figures are in
Dashboard widgets show money in your organization's currency. Per-gift donor currencies live on the report, so when you need to see what a donor actually paid, open the source report rather than reading it off a tile.
Related
Build a report
Every dashboard starts as one.
Build your own dashboard
The home dashboard, which is yours alone.
Still stuck?
We're here for you, and no question is too small. Tell us what you were trying to do and what happened, and we'll help you get it sorted.