The Insights dashboard is a customisable widget-based view available on the Manager Dashboard. Use it to build a real-time overview of the metrics, action items, and trends that matter most to your organisation.
Navigate to Management > Dashboard and select the Insights tab.
Adding a widget
Click Add Widget in the toolbar
Choose a widget type
Configure the data source, filters, and display options
Click Save
The widget appears on your dashboard grid. You can add as many widgets as you need.
Organisation and personal dashboards
There are two dashboards. 'Mine' is your own, and only you can change it. 'Organisation' is shared by everyone with dashboard access. Switch between them with the View button in the toolbar.
Only admins can add, edit or rearrange widgets on the Organisation dashboard. Everyone else sees it read-only.
Please note: in enterprise sub-accounts, the Organisation dashboard may be managed by your parent organisation, and personal dashboards may be turned off.
Widget types
Number widgets
Display a single numeric value. Choose from:
Total - sum of values over the selected time range (e.g. total hours volunteered)
Average - mean value over the time period
Tracking - cumulative total across a time interval (daily, weekly, or monthly)
Target - progress against a pre-defined goal
Custom Multiplier - a calculated value using a user-defined multiplier
Values include activities, hours, reports, volunteers (including Volunteers With Role), and field values from reports, tasks and forms.
Chart widgets
Visualise data over time or broken down by dimension. Chart types include Column, Bar, Line, Area, Scatter, and Pie. Configure:
Data source - which metric to chart
Dimension - break down by time, program, activity, activity tag, incident category, or option (for field values)
Grouping - group bars or lines by program, activity, or tag
Time range - includes calendar ranges (this week, this month, this year) and rolling ranges (last 7 days, last 30 days, last 3 months, last 12 months), plus all time
Number + Chart widgets
A single widget combining a headline number with a chart visualisation underneath.
Table widgets
Display lists of data with filtering, such as roster cancellations or upcoming volunteer birthdays and anniversaries.
Requiring Action widgets
Show counts of items needing attention, filtered by program, activity, or tag. Types include activity applications, waitlistings, incidents, incomplete reports, program applications, task approvals, and volunteer applications.
Filtering widgets
Every widget supports filtering by Programs, Activities, and Activity Tags so you can scope each metric to the part of your organisation that matters.
Field value widgets add a field picker (report, task or form field), plus an Options filter for dropdown, multiple choice, checkbox and yes/no fields. Program and activity filters only appear where they apply. For example, forms have no programs.
Editing the layout
Click Edit in the toolbar to enter layout mode. Drag widgets to reposition them and resize by dragging the edges. The dashboard uses a four-column grid that auto-snaps widgets into place. Click Save to keep your changes, or Cancel to revert.
Editing and removing widgets
In edit mode, click a widget to edit its configuration, or use the context menu to delete it.
Permissions
The Insights dashboard is available to Program Managers and Admins. Only Admins can edit the Organisation dashboard. The Insights feature must be enabled for your organisation.
Cross-links
How to Roster - for the roster actions surfaced in Requiring Action widgets
Creating Report Types - for the report fields that feed into number and chart widgets