Default widgets cover the basics. Custom metrics let you track exactly what matters to your program — from hours tagged with a custom field to how many unique volunteers served a group.
Creating a custom metric
- 1
Open Add widget
On your dashboard, click Customize, then Add widget, then the Custom metrics tab, then Create custom metric.
- 2
Pick a metric
Count service logs or unique volunteers, add up or average a number field, or break down the answers to a text, choice or checkbox field.
- 3
Choose a chart
Counts, sums and averages show as a stat card or a line over time; breakdowns show as a bar or pie chart.
- 4
Set the range and filters
Choose a date range (or keep it current up to today), and optionally narrow it to volunteer groups or service log field values.
- 5
Name it and save
Give it a clear name (e.g., 'Monthly logs — Park Cleanup Crew'). It's added to the end of your dashboard; click Done to keep it.
Create a metric for every number your funder cares about — logs, unique volunteers, impact field totals. When grant reporting time comes, screenshot the dashboard instead of building a report from scratch.
Each metric is either Just me or Everyone. Everyone metrics appear on every admin's dashboard; only owners and managers can create or change them.