❖ Heads up! This article is only intended for Center Site Managers.
By the end of this article, you will be able to:
Access and edit your Manager dashboard
Add, arrange, and customize dashboard content
Use your dashboard to review key performance metrics
Overview
Your dashboard can be customized to show key performance data at a glance each time you log in. You can select the specific metrics you want to display and configure them to match your reporting needs.
Dashboard options may vary depending on your site configuration.
Accessing the Manager Dashboard
Log in to your Manager account.
Confirm you’re in the Manager view—this is the default view when you log in.
Click Edit beside Dashboard to begin customizing.
Building the Dashboard
Click an Add Row button to add sections to your dashboard.
Click Add Content to Row.
Select the Content Type.
Editing fields will vary based on your selection. For a quick Agency performance review, choose Chart content types.
Use your dashboard to quickly track Agency performance, including views, posted volunteer Needs, Need responses, Fans, and more.
Fill out the necessary fields for that Content Type.
When you're finished, click Submit Page.
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.
Agency Performance Example
Your site offers multiple ways to review data for Agencies, including:
Access to detailed reports in the Reports section
An overview of volunteer Need responses in the Responses area that includes information about which Agencies’ Needs have the highest engagement
A customizable dashboard for a quick snapshot of key metrics
Below is an example dashboard setup to monitor your Agencies’ performance right after logging in:
Here's how we built this example, but you can set yours up however you want!
