Understanding your account dashboard

The Good Grants dashboard provides account managers an at-a-glance view of what is happening within your program from the Manage workspace. 
Dashboard view.png

By default this includes:

  • A list of any active, or recently active, rounds
  • A breakdown of applications, either in progress or submitted by category and chapter
  • Statistics around your users by role, how many new users your program has seen over the past 30 days, and user activity
  • And modules for data volume, orders, and in progress application fees

For more information on each of these sections, keep reading below.

Rounds

The dashboard comes equipped with cards for each of your program's active, or recently active rounds. 

Round activity.png

Clicking on any of these cards will allow you to edit the round selected. If, for example, you wished to update the date or time that applications close, you could simply click on the application round card to make that adjustment instead of navigating to Settings > Applications > Rounds

Applications

The largest section of the dashboard is dedicated to applications. 

Applications section.png

The 'Completion' pie chart shows a breakdown of applications that have been submitted against those that are in progress. 

Tip: if you notice a discrepancy between the number of applications included in this chart versus the Applications view, this is likely due to archived applications or those that have been resubmitted

The 'Daily volume' graph indicates the number of applications that have been created and submitted on any given day over the past seven rolling days. 

'Applications by category' shows the number of in progress and submitted applications per category. Clicking the Full report link will display a combined page with this information as well as a daily volume graph with drop-downs to view previous seasons or specific chapters. 

Note: each table is limited to a maximum of 50 rows. For example, this means the 'Applications by category' table will only show 50 categories, even if you have more.

'Applications by chapter' operates in much the same way as the 'Applications by category' table, wherein the number of in progress and submitted applications is shown by chapter, if applicable. 

Users

To quickly view a tally of how many users your program has with each role, scroll to the 'Users' section.

Users shown in the dashboard view

This area also includes a 'New users' table showing the number of new users over the last 24 hours, seven days, and 30 days. 

'User activity' displays the number of users who are awaiting confirmation, users with applications, and applicants who have not created applications. 

Note: this widget is cached and cached and will update hourly.

Other information

The last three cards on the dashboard include information on the volume of data your program and the total amount of funds collected as well as the amount of fees in progress applications would generate if submitted. 

Screenshot 2022-08-23 at 11.54.10.png

Note: if no default price has been set the 'In progress application fees' module will not appear. 

Can I customise the dashboard?

While the sections and cards of dashboard cannot be moved or edited, our engineering team is working to build out this functionality in the future. 

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