Salesforce

What is the Approved Grants Insights Dashboard?

« Go Back
Information
What is the Approved Grants Insights Dashboard?
What-is-the-Approved-Grants-Insights-Dashboard
Details

The Approved Grants standard dashboard provides a comprehensive overview of all Approved Grants, including key metrics such as Total Approved Grant Amount, Total Number of Requests, and Average Number of Days to Approve a Request. 

  • Administrators can also dive deeper into the data to view details on the Total Number of Organizations Supported, Total Grant Amount by Cause & Location, and Top 10 Organizations by Total Investment. 

This dashboard is designed to give program administrators and coordinators a clear and concise view of the grant approval process and outcomes.

Target Audience: Program Administrators & Program Coordinators

 

Proceed as follows to further explore the Approved Grants standard dashboard and its features.

Step 1: Access the Dashboard

Navigate to the Insights platform and choose Approved Grants from the list of Standard Dashboards in the left-side navigation panel.

Step 2: Explore the Dashboard Reports

The following is a list of reports included in the Approved Grants standard dashboard. 

Report Name

Description

Approved GrantsSum of the Approved Grant Amounts.
Requests ProcessedUnique Count of Approved Requests.
Average Processing (Days)Average Days to Approve from the External Submission Date to the Final Approval Date.
Organizations SupportedUnique Count of Non-Profits who received Approved Grants.
Approved Grant Amount by ProgramTotal Approved Grant Amounts by Program Type.
Approved Grant Amount by CauseTotal Approved Grant Amounts by Cause.
Approved Grant Amount by StateTotal Approved Grant Amounts by State.
Top 10 Organizations by Total InvestmentTotal Approved Grant Amount Sorted from Highest to Lowest by Organization and Filtered to Top 10 of Highest Award.

Step 3: Use the Dashboard Filters

Insights users can utilize the following filters to adjust their view of the data displayed across all tiles within this dashboard.
  • Final Approval Date
  • Program
  • Cause
  • Organization

 

What else do you need help with?

Not what you're looking for? Navigate to Insights Standard Dashboards Overview


Powered by