Dashboard

The SmartyGrants dashboard delivers instant insights to help grantmakers visualise your data and to help you interrogate and think more strategically about your funding patterns. 

The widgets allow you to see at a glance which rounds are getting the most traction, and to monitor your approval and submission rates. You will also see which subject areas and beneficiary groups are benefiting most from your funds, and how gender-aware your applicants are.

Data is drawn from a mixture of common fields across the system, as well as CLASSIE standard fields (the information icon at the bottom of each widget explains precisely which data is being represented).

You may filter widgets by Program, Round and Submission Date.

Please Note: the data represented in the widgets updates at 2am AEST each morning, and covers the full time period that your account has been operational.

Where is the Dashboard?

When you first log into Smartygrants you will find the Account Summary and My Tasks widgets on the programs page. All other Dashboards can be found under the reporting icon. Click on the report icon at the top of the screen.  The Dashboard is the first tab available in Reporting.

My Tasks

The My Tasks widget is a summary of open tasks assigned to you. Displayed as a doughnut graph, the widget has clickable links that are itemised by overdue, due this week, due next week and due later. The widget also displays a listing of your next five upcoming tasks.

Account Summary

When you first log into SmartyGrants you will find an Account Summary on the 'Select a Program' listing page. The Account Summary displays three separate widgets:

Applications received in the past 14 days

This stacked graph depicts the number of applications that have been received in the past 14 days. It includes primary application forms submitted to open and closed rounds (including archived rounds, excluding test rounds) based on first submission date. The graph will display up to three lines representing the rounds receiving the most applications during the past 14 days. The top two lines show the rounds with the highest number of applications submitted, the bottom line shows the total of all other remaining rounds. Hover on the dot to show the round name, or on a dot to show the date and number of applications received for that round.

Application Approval Rate

These bar graphs depict the application approval rate for all open and closed rounds (including archived rounds, excluding test rounds), as a percentage and also dollar value. The complete bar shows all submitted applications with a decision status of Approved or Declined, while the left-hand, dark blue section of the bar shows the percentage of those with the decision status of Approved. More information on recording decisions.

The dollar value graph utilises the Standard Field "Total amount requested" (across Approved and Declined applications, as shown on the Summary tab) and totals all Funds allocated (for Approved applications). Applications will only be included in the dollar value graph where the "Total amount requested" standard field was used.

Application Submission Rate

The application submission rate shows you the percentage of all application forms that have been submitted, compared with how many forms have been started. This number and percentage looks at all closed rounds, including archived rounds, (excluding test rounds)

You are able to see the number of application forms that have been started (including those submitted), and the percentage illustrates the applications that were subsequently submitted.

Applications Submitted

This stacked graph depicts the number of applications received for selected rounds within the selected time frame. It includes primary application forms submitted to open, closed and archived rounds based on first submission date (test rounds are excluded). The graph will display up to four rounds, as selected via the filter. If more than four rounds are selected, the top three lines show the rounds with the highest number of applications submitted, and the bottom line shows the total of all other selected rounds. Hover on a dot to show the round name, submission date and the total number of applications received on that date for that round.

 The data used for this graph can be selected using the filter options at the top of the page.  

For more information on stacked area graphs please visit the Data Visualisation Catalogue.

Application Indicators

Application approval rate

This bar graph depicts the application approval rate for the selected open and closed rounds (including archived rounds, excluding test rounds). The graph can be toggled to view the approval rate by application count, or by dollar amount. The complete bar shows the total number or monetary value of submitted applications with a decision status of Approved or Declined, while the left-hand, dark blue section of the bar shows the percentage of those with the decision status of Approved. Clicking the toggle “Count | $ Amount” will change the data displayed from a count of applications to the dollar amount of those applications.

The data used for this graph can be selected using the filter options at the top of the page.

The dollar value graph utilises the standard field "Total amount requested" (across Approved and Declined applications, as shown on the Summary tab) and the sum of all Funding Allocations (for Approved applications). Applications will only be included in the dollar value graph where the "Total amount requested" standard field is used.

Application Submission Rate

This bar graph depicts the submission rate for the selected closed rounds (including archived rounds, excluding test rounds). The full bar shows the total number of primary application forms that have been started, while the left-hand, dark blue section of the bar shows the percentage of these that were subsequently submitted.

The data used for this graph can be selected using the filter options at the top of the page.

For more information on stacked area graphs please visit the Data Visualisation Catalogue.

Funding by Subject

This bar graph depicts which types of projects are receiving your grants, compared with the demand for those funds, grouped by CLASSIE subject. All CLASSIE Level 1 subjects are shown on the bottom axis (including Unknown), with the funds requested for each subject shown as a dot point, contrasted with the solid bar representing funds allocated (based on the application decision).

This graph uses the CLASSIE standard field "Project Subject – Anticipated”, the “Total amount requested” standard field, and recorded funding allocations. Funding allocations will only be included in the graph where both standard fields were used.

If no data is showing in this graph, please verify that both standard fields are in use on your forms and that funding allocations have been recorded.  All rounds can be selected for this graph with the exception of Test rounds.

Note that applicants can select up to 5 subjects drawn from any level within the CLASSIE hierarchy and this graph needs to represent the data across those choices. Items selected by applicants from lower levels of the CLASSIE hierarchy will be rolled up into its corresponding Level 1 item. If an applicant has requested $1000 and selected two subject items under different Level 1 categories, these will be represented as $1000 for both Level 1 categories (not $500 each). If an applicant has requested $1000 and selected two subject items that both fall under the same Level 1 category, this will be represented as $1000 under the one Level 1 category.

An example of this is outlined below:

The data used for this graph can be selected using the filter options at the top of the page.

For more information on bar graphs please visit the Data Visualisation Catalogue.

Top 10 Beneficiaries

This horizontal bar graph shows the top 10 beneficiary groups identified within approved applications for your programs, either by count or percentage of applications. It includes the “No specifically targeted beneficiaries” category.

This graph utilises the CLASSIE standard field “Project Beneficiaries”. If no data is showing in this graph, please verify that the standard field has been included on your forms.

Applicants may choose as many beneficiaries from the CLASSIE list as they wish (and from any level of CLASSIE) but this graph rolls all data from lower levels up to Level 1. If an applicant has nominated two beneficiaries under different Level 1 categories, these will be represented as one beneficiary for each Level 1 category. If an applicant has nominated two beneficiaries that both fall under the same Level 1 category, this will be represented as one beneficiary under the Level 1 category.

The data used for this graph can be selected using the filter options at the top of the page.

For more information on bar graphs please visit the Data Visualisation Catalogue.

Gender Lens Result

This doughnut graph shows what proportion of your funded projects/programs favoured men, what proportion favoured women, what proportion recorded a roughly equal split between men and women, and what proportion did not track the gender of their beneficiaries. 

The graph utilises the CLASSIE standard field “Gender Lens Result – Actual”, which asks grant recipients to document what percentage of their project/program beneficiaries were women or girls.

The graph is divided into four segments, representing ‘mostly female’, ‘mostly male’, ‘roughly equal’, or ‘unknown’. Where the grant recipient has indicated that more than 55% of the beneficiaries were women/girls, this is included in the ‘mostly female’ segment of the graph. Where they’ve given a figure of less than 45%, this is shown as ‘mostly male’. ‘Roughly equal’ indicates 44-55% of beneficiaries were women. ‘Don’t know’ shows what proportion of respondents ticked the ‘unknown’ box on the form.

The data used for this graph can be selected using the filter options at the top of the page.

For more information on donut graphs please visit the Data Visualisation Catalogue.