How To Add A Widget To Your Dashboard

Customize your dashboard by adding widgets that are most relevant to your work.

Prerequisites: Access to the Program Dashboard with edit permissions.

1. Navigate to Program Management > Programs.
2. Click the Program Name.
3. Click the Analytics tab at the top of the program record. Select a saved dashboard from the dropdown or view the default dashboard if none exist.
4. Click the    (Add icon) in the icon bar.
5. In the Select Widget(s) dropdown, select one of the following widgets to display in your dashboard:
   • Submitted for Review: Items your recipients have sent in awaiting your approval, including Amendment Requests, Payment Requests, Activity Reports, and Expense Reports.
   • Needs Attention: Overdue submissions that need your immediate action.
   • Top Time in Status: Shows which workflow statuses are taking the longest on average, allowing funders to identify efficiency opportunities.
   • Open Opportunities: Displays opportunities in open submission windows along with the count of submitted applications.
   • Awards by Status: Provides a pie chart breakdown of award statuses (planned, active, closed) across the program.
   • Open Applications by Status: Displays a pie chart of applications in merit review, segmented by workflow status.
   • Recent Activity: Shows the top 10 most recent activities across the program, including tasks, payment requests, amendments, and custom forms. 
   • Payments: Shows the sum of submitted payment requests across the program by status.
6. Click Add.