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FundMiner's Dashboard tab provides a summarized overview of the fund information loaded into My Funds. There are three dashboard pages: Fund Metrics, Compliance Metrics, and Impact Metrics.
All users can view the Dashboard, but the data displayed reflects only the funds the user has access to. Restricted Users see dashboard data scoped to their assigned funds only.
Navigate to the Dashboard Tab
- Log in to your FundMiner account.
- From the left-hand navigation, click on the Dashboards tab.
Common Dashboard Features
- View Dashboard as a Restricted User: Preview what a restricted user sees. Apply restrictions by Fund Organization, Fund Manager Department, and/or Unit.
- Edit Pencil on each graph: Click to adjust displayed values,colors, or chart-specific display preferences.
Fund Metrics Dashboard
- The first dashboard page. Shows the overall financial metrics for your fund portfolio across six different data displays and charts.
- Each graph is independently customizable using the edit pencil in the top right corner of that chart.
Compliance Metrics Dashboard
- Highlights fund compliance across the compliance flags enabled for your organization. Use this view to quickly identify funds that need attention.
- Only compliance flags that are turned on in your organization's settings will appear here.
Impact Metrics Dashboard
- Provides an overview of impact report activity and narrative request response data for your organization.