Analytics Dashboards Overview
Analytics Dashboards provide a quick snapshot of performance metrics for your fundraising, engagement, and organizing campaigns. These fully customizable dashboards allow you to visualize key data points in real-time, helping you make informed decisions based on your organization's activities and progress toward goals.
Getting Started
To access Analytics Dashboards, either search for "Analytics Dashboards" in the Sidebar or navigate through Main Menu > Reporting & Data Analysis or Report Manager > Go to Analytics Dashboards. From there, you can select from pre-built dashboard templates or create your own customized dashboard.
Feature Details
Analytics Dashboards are powered by grid reports that transform your data into visual charts and widgets. The system offers several default dashboards including Contributions Dashboard (showing fundraising performance and donor information), Email Performance Dashboard (tracking email campaign metrics such as open rates and conversions), and Online Activity Dashboard (monitoring form submissions and new contact acquisition). Each dashboard contains multiple widgets that display specific metrics in various chart formats. You can customize these existing dashboards or create entirely new ones tailored to your organization's specific reporting needs. Additionally, dashboards can be shared across your organization, ensuring consistent data visibility for all team members.
Feature Navigation
Read more about how to use Analytics Dashboards:
- How do I Create a New Analytics Dashboard?
- How do I Add a Widget to a Dashboard?
- How do I Delete a Widget from a Dashboard?
- How do I Use the Default Dashboards?
- How do I Share a Dashboard?
Tracking Your Success
Analytics Dashboards are tools for tracking success across your organization's activities. By creating and customizing dashboards that align with your strategic goals, you can monitor key performance indicators in real-time. This allows you to quickly identify trends, spot areas for improvement, and celebrate successes across fundraising, email marketing, online engagement, advocacy, and organizing efforts.
Next Steps
After setting up your Analytics Dashboards, consider regularly reviewing and refining them to ensure they continue t