Analytics default dashboards
Analytics is a reporting tool embedded within SmartyGrants. It allows you to create, monitor, and export live dashboards that visualise data about your grants.
This article describes the default reporting dashboards available to you. Before reading this article please ensure that you are familiar with Analytics overview.
Table of contents
Tip: If you wish to modify any of the default dashboards, duplicate it first and then edit your copy.
Locating the default dashboards
Navigate to Analytics via the reporting icon in the top navigation bar.
In the left-hand dashboard management panel, locate the folder titled Default Dashboards. Each will be pictured and described in further detail below. Simply select the particular dashboard that you wish to explore.
Dashboard 1: Current Rounds
This dashboard provides a high-level snapshot of the current rounds in your grantmaking account. It includes a chart of Submitted Applications by Round, as well as Applications Submitted by Month. You may wish to filter this dashboard to look at a specific program, round, or time period.
Dashboard 2: Data Export - Application Funding
This dashboard contains a table with basic application and financial details for each. The table can be exported as a CSV and further analysed in Excel or other data analysis tools. You may wish to filter this dashboard prior to downloading it. For example, filtering to approved applications only.
Dashboard 3: Data Export - Location Funding
This dashboard contains a table with location and funding details for each application. The table can be exported as a CSV and further analysed in Excel or other data analysis tools. You may wish to filter this dashboard prior to downloading it.
Dashboard 4: Financial Overview
This dashboard provides a high-level overview of financials across your grantmaking account. It includes total funds allocated and paid, as well as breakdowns of this per grant program and per financial year. You can filter this dashboard to be program or round-specific.
Dashboard 5: Funding by LGA
This dashboard contains a map that visualizes where funds are being allocated based on their LGA. The table can be exported as a CSV and further analysed in Excel or other data analysis tools. You may wish to filter this dashboard prior to exporting it.
Dashboard 6: Key Performance Indicators
This dashboard contains helpful information on your overall grantmaking process including your rate of approval, how long it takes for a decision to be made on an application, and how long from the decision it takes for a payment to be made. You can filter this dashboard as needed.
What's next?
To progress further, you may wish to learn about Filtering and drilling-down dashboards, or Sharing, importing, and exporting dashboards.