Native Dashboards

This dashboard displays the total amount awarded each year based off the decision date.

Historical amounts awarded within the last 10 years can be seen. This may also be helpful when looking at historical giving of the organization by filtering the processes for a specific grant process/program.

• Hover over the colors in the bar chart to display exact amounts.

This dashboard shows the aggregate amount awarded based off decision date for the last 10 years.

You can view your top recipients by dollar amount awarded to get a better understanding for those being most impacted. This dashboard can also help keep track of awards for any organization that has a cap on the total amount that can be awarded.

• Dashboards in SLM are grouped by applicant.
• Hover over the colors in the bar chart to display exact amounts.

This dashboard displays the total installment amount for each month based off the installment due date. It does not take into consideration if the installment is paid or canceled.

This may help plan and communicate upcoming commitments to recipients. The upcoming installments by months gives you a quick visual of dollars to be paid. The ability to click on a color in the chart allows you to easily view the payment track in the system or export the data for an external partner.

• Hover over the colors in the bar chart to display exact amounts.
• Click the colors in the bar chart to view installment details for that month.

This dashboard displays the total installment amount for each year including YTD based off the installment due date. It does not take into consideration if the installment is paid or canceled.

You can view who has multi year awards and what is already committed in installment in the upcoming years to help with budgeting and visibility.

• Hover over the colors in the bar chart to display exact amounts.
• Click the colors in the bar chart to view installment details for that year.

This dashboard displays a rolling six months of past due follow ups which are based off of follow up date and follow up status of Assigned or Draft.

You can view a quick count of past due follow up forms within your system. The ability to click on a color in the chart allows you to see who/what is past due and take actions on the filtered Follow Ups Draft workload grid.

• Hover over the colors in the bar chart to display exact amounts.
• Click the colors in the bar chart to view overdue follow up details for that month.

This dashboard displays a rolling 12 months of Approval or Denial decisions by status count and percentage of count to total.

This may be helpful when communicating with external applicants about the percent of requests approved, or to your board and committee to help understand the breakdown of requests.

• Hover over the colors in the pie chart to display exact amounts.

This chart displays the trend of applicant facing decision forms (Eligibility, Qualifications, LOIs, Applications) used in the site. The count by month is based on the form submission date.

This may be a helpful visual timeline of when all pre-decision, applicant facing forms were submitted and the time of year in which submissions are busiest. It may also help to answer questions such as, do applicants wait until the last minute? Additionally, this may help you to understand patterns and participate in potential forecasting.

• Hover over the colors in the line graph to display an exact count of each form.

This dashboard displays a count of applicants who have at least one submitted request based on the initial submit date within that calendar year.

You can view the unique number of applicants in a given year. This may be a helpful stat for those whose applicants apply across multiple processes. 

• Hover over the colors in the bar chart to display an exact count for that year.