Dashboards

00:00: Prodon Web dashboards allow you to easily visualize and analyze your financial data.

00:05: In this video, you'll learn how to access dashboards, understand their

00:10: visualizations, and customize them to better track your information.

00:16: Dashboards can be accessed directly from the Prodon Web home page.

00:20: The first tab features four preconfigured widgets that provide a quick overview of

00:25: key information.

00:28: Some widgets include interactive features designed to enhance the user experience.

00:32: These four preconfigured widgets display useful financial information in an

00:38: easy‑to‑read format.

00:40: Dashboards include several visualizations to help you quickly analyze revenue and

00:45: donor data.

00:47: A bar chart displays monthly revenue, giving you a clear view of incoming amounts.

00:53: A pie chart highlights one-time revenue, making distribution easy to understand.

00:59: Click the pencil icon to edit a widget's settings.

01:02: You can change the type of visualization, for example, switch from a pie chart to

01:08: another format, depending on what works best for you.

01:13: A line chart shows the trend of annual revenues over time. Finally, a grid that

01:19: allows you to easily identify top lifetime donors.

01:23: To add a new widget, simply click the plus icon.

01:28: Give your widget a title and choose where it should appear on your dashboard.

01:33: You can then choose options like location, filters, display type, analysis grid,

01:39: calculation method, and sorting. Keep in mind that saved filters and analysis

01:45: grids must already be set up in Prodon Classic.

01:49: Once you're done, the widget will appear in the position you selected.

01:54: You can create as many dashboards as you need.

01:57: They're not shared between users by default, but you can copy them from one user to

02:02: another if needed.

02:04: With these tools,

02:05: you're ready to build dashboards that

02:07: give you clear, actionable

02:09: insights into your data.

02:13: This is what concludes the dashboard tutorial.