Program Tools Dashboard

Overview

The Program Tools Dashboard is a landing page for Organizations who have claimed their programs so that you may easily access helpful tools relevant to your program such as managing program information, referrals made to your program, and viewing Analytics.

 

How it Works

Organizations who claim their program have a Program Tools dashboard on the homepage. The dashboard provides more information and links to the program tools that are available to you. 

image__14_.png

Program Tools

Track Inbound Referrals

View referrals for your programs and review eligibility screening results.

View Program Analytics

See trends for your programs and region, track needs and impact, and share insights with funders.

Update Your Programs

Edit info, hours, and locations for your programs so people can reach you. Set contact options and eligibility forms to screen for needs.

Manage Your Team

Invite staff members to edit program, update referrals, share notes, and view reports.

See People You're Helping

Find people you're working with, see referral history, and notes. Follow up and update referrals statuses to close the loop.

Learn from Tutorials & Training

Watch quick training tutorials, sign up for trainings to find the right tools for your program, and get certified.

 

Was this article helpful?
1 out of 1 found this helpful