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Amplify Site Managers: Customizing the Site Manager Dashboard

Learn how Amplify Site Managers can customize their dashboard

Brittany Crow avatar
Written by Brittany Crow
Updated over a week ago

❖ Heads up! This article is only intended for Amplify Site Managers.

Your dashboard can be customized to show key performance data at a glance each time you log in. Select the specific metrics you want to display. For reference, an example configuration of Program performance reporting is provided.

Dashboard options may vary by site configuration.

Manager View

  1. Log in to your manager account.

  2. Make sure you're in the Manager view—this is the default view when you log in with your manager account.

  3. Click Edit beside Dashboard to start customizing.

Building the Dashboard

  1. Click one of the Add Row buttons to add sections to your dashboard.

  2. Click Add Content to Row.

  3. Select the Content Type.

  4. Fill out the necessary fields for that Content Type.

  5. When you're finished, click Submit Page.

Editing fields will vary based on your selection. For a quick Program performance review, choose Chart content types.

Preview Your Changes

Use the Preview Dashboard button to see what it looks like before you hit Submit Page.

Editing Your Dashboard

Use the Move Row Up and Move Row Down buttons to rearrange rows. To adjust individual content pieces, use the Move Left and Move Right buttons.

Adding Additional Content

To add more metrics to your dashboard, use the Add Content to Row button to add more pieces of data.

You can also select Add Row to Top or Add Row to Bottom to add more rows in those areas.

Program Performance Example

Your site offers multiple ways to review data for Programs, including:

  • Access to detailed reports in the Reports section

  • An overview of volunteer Opportunity responses in the Responses area that includes information about which Programs’ Opportunities have the highest engagement

  • A customizable dashboard for a quick snapshot of key metrics

Below is an example dashboard setup to monitor your Programs’ performance right after logging in:

Here's how we built this example, but you can set yours up however you want!

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