Beacon

Your dashboard

Updated 2 months ago

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Your Beacon home page displays your dashboard. Your dashboard is a living representation of your Beacon database and you can customise it to keep you up to date with the metrics that matter most.

Customizing your dashboard

Your dashboard is made up of sections and blocks. A section contains 1 to 4 columns of blocks. The height of a block is determined by the kind of block it is and it's width is determined by the number of columns that are in its section.

To edit your dashboard click on the cog in the top right corner. This will put the dashboard into edit mode. From here you can add new sections and blocks as well as editing existing blocks by clicking on them.

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Every user has their own dashboard so you can customize yours however you like.

Blocks

There are several types of block which can be added to your dashboard. They all pull data directly from your Beacon database. You just need to tell the block what you want it to show.

Each block's setup consists of a list of fields and some filters. Just like when you're filtering any other record type, the filters allow you to refine the data presented in your block. For example, you might want to only show donations from the last 7 days, or only tasks that are not marked as completed. These conditions are added as filters.

Types of block

Metric

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The metric block is the simplest kind of block. It displays a single numeric value.

Progress

The progress block displays a numeric value and shows your progress towards a goal both as a percentage and as a proportion of the surrounding circular border. How fancy.

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List

The list block shows a list of records. This is useful for showing things like recent donations, new mailing list signups, or your current tasks.

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Report

Any report that you have built using Beacon's reporting tool can be added as a block. Generally these work better for blocks within sections with fewer columns. This gives the block the width it needs to display its chart.

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