Monitoring pledge data using the Pledge Power BI Dashboard

You can use the Pledge Power BI Dashboard to view and filter pledge data including:

  • total number of pledges
  • total value of pledges
  • progress towards pledge target
  • total value of pledges by fund
  • total value of pledges by suburb
  • cumulative pledges compared to last year
  • difference in total value of pledges compared to last year
  • list of pledge details.

Note: For information about sharing and downloading Synergetic Power BI Dashboards, see Monitoring Synergetic data using Power BI Dashboards.


Pledge Power BI - Interactive dashboard

You can use this interactive dashboard to explore the functionality of the Pledge Power BI Dashboard.



Pledge Power BI Dashboard key tiles

TileDescription

Total Pledge Count

Total number of pledges represented in the dashboard based on current selections.

Total Pledges

Total value of pledges represented in the dashboard based on current selections.

Target

Progress towards the pledge target (green line) for the selected year.

Total Pledges by Fund

Total pledges for each fund at your organisation.

You can select a segment to filter the dashboard content by the selected fund.

Pledge Amount by Home Suburb

Total pledge amount by suburb. Larger dots represent larger pledge totals.

You can:

  • select a dot to display pledge data for the selected suburb
  • zoom in and out using your mouse scroll wheel
  • pan by left-clicking and dragging using your mouse
  • hover over a dot to view a popup displaying a pledge summary for the suburb.

 

Cumulative Pledges and Cumulative Pledges LY by Date

Cumulative pledges compared to last year by date.

You can:

  • hover over the graph to view a popup comparing cumulative pledges at the specified date
  • click a location of the graph to filter the dashboard content.

Difference

Difference in pledges compared to last year.

You can:

  • hover over the graph to view a popup summarising the difference at the specified date
  • click a location of the graph to filter the dashboard content.

Pledge Details

List of pledges received by your organisation including details for each record.

You can:

  • select a column to reorder the list of pledges by the selected header
  • select a row to filter the dashboard content to display data for the selected pledge record.
Year

Select a year to filter the entire dashboard by the selected year.

Appeal

Select one or more checkboxes to filter the entire dashboard by the selected appeals.

Pledge Power BI Dashboard key buttons

ButtonDescription

Clear all visualisation filters.