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Introduction to Dashboards: https://help.pm.leapevent.tech/a/1071629
Ever wanted to see a visual summary of data in PatronManager? With Dashboards, you can transform the information from a report into a colorful chart, a gauge that tracks progress to a donation goal, and more.
In this article, we'll introduce you to Dashboards, highlight a few examples, and provide resources so you can start building your own!
- What is a Dashboard?
- How can I use a Dashboard?
- How do Dashboards work?
- Learn how to create your own Dashboards!
What is a Dashboard?
Dashboards are a great feature you can use to visually represent data. All Dashboards derive data from the reports you build in PatronManager.
For example, here's the Inventory Tracker Dashboard.
If you need an introduction to reporting in PatronManager, check out our "Anatomy of a Report" article.
How can I use Dashboards?
Let's say you have a board meeting, and board members want to see a comparison of donations received over the past couple years; or your Development Director wants to be able to monitor Capitol Campaign progress; or, perhaps the Box Office Manager wants to be able to see a quick graph showing the percentage of tickets sold to a certain show.
Welcome to Dashboards!
Development Dashboards
Dashboards provide a variety of ways to visually represent development data. Here's an example of donor giving analysis; it includes a visual comparison of new, lapsed, and sustained donors, and it also quantifies donor trends from year to year.
Our next Dashboard example utilizes the gauge component to show progress toward a donation goal for the current Fiscal Year. You can set it up to track all donations, and you can also make gauges that break down and track specific funds.
Box Office Dashboards
Dashboards are useful for the box office, as well! In the Dashboard below, we can see the percent and quantity of tickets sold by allocation.
And this Dashboard shows a graph for the total number of tickets sold, as well as revenue from tickets each month.
How do Dashboards work?
Dashboards always start with a report, as they provide the foundation for the data that displays on Dashboards. A new Dashboard is a blank canvas - drop a summary or matrix report on it to create a Component and voila! You’ve got a new Dashboard powered by that report.
Click the pencil to adjust the Dashboard Component's visuals.
If you want to filter an entire Dashboard, with all of its Components, you can do so using the + Filter action.
From here, you can add filters to apply to the whole Dashboard and all of its Components without altering the base reports. This is useful if the base reports are used for other purposes or other Dashboards.
Want to learn more about filtering Dashboards? Check out Salesforce's documentation on it here!
Learn how to create your own Dashboards
Want to learn how to create your own pretty dashboards? Here are some great resources from both Salesforce and the PatronManager Help tab!
First, run through this Trailhead all about Reports and Dashboards, and then read about how to add a Dashboard to your home page:
- Trailhead: Reports & Dashboards for Lightning Experience
- Resource: Embed Dashboards on the Home Tab and in Lightning Apps
Then, take a look at some of our own help articles to learn more about Dashboards in the context of PatronManager:
Box Office:
- Configuring the Purchase Time Before Show Dashboard / Purchase Time After Opening Night Report
- Configuring the Inventory Tracker Dashboard
Development: