Dashboard budget display

You can now see how many company matching or volunteering reward dollars you have remaining, as well as how long you have left to use them — directly on your program dashboard. This will make it easier for people to track their personal impact, while also encouraging participation in your program.

Program managers control what budgets to show, and what to label them, from within the Dashboard Budget Display.

 

How to show or hide a budget on the dashboard

By default, all of the budgets you have enabled will show on the dashboard. You can change this in the Dashboard Budget Display.

  1. Sign into your program.

  2. Go to Manage.

  3. Go to Site Settings > Dashboard Budget Display.
  4. Find the budget you want to review, and select Edit.
    budget-display-page.png
    Figure 1. List of program budgets and the edit button.

  5. Select or deselect Show on Dashboard.

    budget-display.png
    Figure 2. Show on Dashboard checkbox within the Edit page.

  6. Select Save Budget.

 

How to add a custom display name

If you have multiple budgets for different types of giving, such as Education and Matching, you can rename the budgets in the Dashboard Budget Display.

  1. Sign into your program.

  2. Go to Manage.

  3. Go to Site Settings > Dashboard Budget Display.

  4. Find the budget and select Edit.

  5. Enter the new display name, located under Custom Display Name. Note, custom display names can't be translated.
    display-name.png
    Figure 3. Custom Display Name field within the Edit page.

  6. Select Save Budget.

  7. Go to your program dashboard and see how it looks!

 

Budget display examples

volunteer.png
Figure 4. Dashboard display for a Volunteer Rewards budget.

matching-volunteer.png
Figure 5. Dashboard display for a combined budget of Matching and Volunteer Rewards.

splitbudgets.png
Figure 6. Dashboard display for two separate budgets, Matching and Volunteer Rewards.

splitbudget.png
Figure 7. Dashboard display for two separate budgets, Education and Matching.

 

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