Executive Overview

The Executive Overview displays high-level information about the agency's programs. This screen provides the Executive Director and Program Manager with summary financial information at both the fund and program levels and graphically depicts various performance metrics.

When you click a graph or chart, a set of controls becomes available on the right side. You can use these to maximize/minimize the graph/chart on the screen, view summary information, and export the graph/chart to a CSV file.

To undo, redo, or reset the changes you make, use the controls at the top of the screen, below the header.

Table 1. Analytics Dashboard Widgets

Name	Description	Example
Select Date Range	Allows you to filter the dashboard for data based on a date range. Default selection is all, meaning no filter.
Total Number of Applications	Displays a count of all applications that have made it to Stage 2 (submitted) and beyond.
# Approved	Displays a count of all applications where Approved for Benefits has been set to "Yes."
Total Amount Disbursed	Displays the total of paid disbursements across all applications.
Pending Disbursements	Displays a sum of all disbursements that are currently in Pending status.
Avg Disbursed per Approved Applicant	Average amount disbursed for applicants who were approved. Does not include those who were denied or withdrawn.
Intake Pipeline	Displays detail by stage of: Total number of active applications in stage Total potential amount of funding This is a sum by active applications of the first available of the following values: Total Approved Amount Maximum Program Funding Amount Maximum Application Funding Amount If the application has been denied, the value for that application in the calculation is 0.
Disbursement Progress Towards HAF Allocation	Displays disbursement progress towards the HAF allocation Amount. The HAF Allocation Amount can be found on the Fund option in the Admin panel.
NMI for Approved Applications	Displays the NMI breakdown for all applications where Approved for Benefits = "Yes."
Applications and Disbursed Amount by Program	Displays a count of applications and sum of disbursements by Program, and Program Category, if available. Only includes applications that have made it to Stage 2 (submitted) and beyond.
Total Disbursed by NMI Distribution	Displays a breakdown of all disbursed funding by applicant NMI classification.
NMI for Denied Applications	Displays the NMI breakdown for all applications where Approved for Benefits = "No."
Aggregated Totals by County	Heatmap depicting total disbursed amount by county. Darker shades of blue indicate more money. Point to a county for a tooltip that shows a breakdown of the following: Total Applications Total Approvals Total Denials Sum of pending disbursements Sum of all paid disbursements Average disbursed amount
Amount disbursed by Program Category	Shows total disbursed amount broken down by Program and Program Category.
All Applications by Stage and Status	Shows a breakdown of all applications with detail on status by stage.
Outcome Breakdown	Depicts a breakdown of final outcome. Withdrawn sections are derived from Inactive reason selection, and may not be consistent across client environments.
Registered Applications by Month	Displays a count of applications that registered, broken down by month.
Average Stage Duration in Days	Displays the average time active applications have spent in each stage.
Inactive Applications by Reason	Displays a breakdown of all inactive applications, grouped by Inactive Reason.
Submitted Applications by Month	Displays a count of applications that were submitted, broken down by month.

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Executive Overview

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