Benevity's suite of standard dashboards are thoughtfully designed to enhance your granting programs. These dashboards provide you with essential insights, simplifying the complexities of budget tracking, and program oversight. Granting data is refreshed in the Reporting Studio on an hourly basis.
To get you started, you already have access to the following essential dashboards:
Grants Budget Summary
Approved grant budget usage, converted to default currency.
This dashboard presents payment data compared with annual budget limits. Data includes payment amounts on all approved grants, their status, and associated budgets.
All payments are converted and displayed in your program's default currency so that you can assess total budget usage across all budget levels. For example, if you select a GBP Level 1 budget in the Level 1 budget filter, and your program's default currency is USD, values are displayed in USD.
Example: In the example below, the US and UK budgets are Level 1 budgets, the Division and Donation budgets are Level 2. The annual budget total is a summary of all budgets converted to default currency.
Grants Event Schedule
Approved events occurring over the selected period.
This dashboard presents event data from approved event requests. Data includes the amount requested, event location and start/end dates.
All payment amounts are converted and displayed in your program's default currency.
Grants Giving Summary
Approved grant summary. Review by top supported causes and more.
This dashboard presents a summary of approved requests, including the impact on supported causes. Data includes payment amounts, cause recipients, and payment processing dates.
Amounts are converted and displayed in your program's default currency.
Grants Payment Summary
Approved payment details. Summary tiles convert to default currency if selected budget(s) contain multiple currencies.
This dashboard presents a summary of payments on approved grants. Data includes payment amounts, and payment details like cheque # and receipt received.
The summary tiles for approved and paid amounts are displayed in your program's default currency if the data includes payments in multiple currencies.
Grants Program Summary
Program request summary, converted to default currency. Review by status and more.
This dashboard presents a summary of all submitted requests. Data includes request status, a comparison of requested versus allocated amounts over time, and more.
All amounts are converted and displayed in your program's default currency.
Grants Schedule
Approved grant payments over the selected period.
This dashboard presents grant payment commitments over time. Data includes payment amounts, budgets, and approved payments by year.
All amounts are converted and displayed in your program's default currency.