Insights 101: Using Dashboard Filters

In the Insights 101: Using Dashboard Filters training from Bonterra’s CyberGrants platform, you'll learn how to harness the power of dashboard filters, real-time analytics, and CSR data visualization to elevate your corporate social responsibility reporting. This course teaches administrators to slice and dice grantmaking and employee giving metrics using filters, enabling a deeper understanding of participation trends, funding flow, and impact performance. By mastering these interactive dashboards, CSR leaders and analysts can quickly pinpoint key insights and make data-driven decisions more efficiently.

Through this on-demand training, you’ll explore how to customize filters that refine your grant management dashboards, highlight benchmarks, and reveal top-performing programs. The module walks you through role-based dashboards that empower you to export filtered reports, embed impact tracking, and drive strategic outcomes for your CSR initiatives. Whether you're new to the platform or aiming to optimize your philanthropy reporting, this training equips you with essential skills to track progress, measure outcomes, and tell your organization's story with precision.