In the ever-evolving landscape of philanthropy, effective data management and insightful reporting are paramount for foundations to achieve their mission. Our platform's latest feature enhancements in data and reporting empower foundations to gain deeper insights and manage their data more efficiently. This blog post provides an overview of how these new functionalities can revolutionize your data handling processes and examples of how foundations are using it today.
To see this new feature in action, watch the video below.
Streamlined Data Filtering
Previously, our platform allowed users to view comprehensive data ranging from non-profit metadata to proposal metadata and question answers. While this remains unchanged, we've now introduced advanced analysis capabilities. One of the key features is the quick filter option. This allows you to search for specific keywords across all submissions and organizations effortlessly.
Example: If you're working on environmental initiatives and want to see all submissions that mention climate change in their proposal, simply type "climate change" in the filter. Instantly, you'll access relevant proposals and organizations, helping you prioritize initiatives that align with your foundation's goals.
Advanced Column Management
You can now perform various operations on data columns, including autosizing, pinning, and filtering by text. The right-hand filter section visually indicates which columns have filters applied, simplifying filter management. You can also group data by dragging columns to a designated area, creating nested groupings for more detailed analysis.
Example: Grouping data by program area and then by grant stage allows you to see, for example, how many "Education" grants are in the "Board Approval" stage versus the "Awarded" stage, helping you allocate resources effectively and easily produce reports for your board and leadership.
Powerful Pivot Tables and Charting
Our platform supports pivot tables and the creation of charts for deeper analysis. You can group data by categories and calculate totals, then visualize the data through a large variety of chart types (e.g, bar charts, pie charts, line charts). Filtered and grouped data can be exported or visualized through various chart options, making it easy to present your data comprehensively.
Example: Use pivot tables to summarize the total amount awarded to organizations in specific geographic locations or organizations with specific leadership demographics. Easily create a bar chart to illustrate the proportion of funds allocated each location or each demographic type for a quarterly review meeting.
These enhancements in our data and reporting functionality provide foundations with the tools needed to manage their data more effectively and gain valuable insights. By leveraging these advanced features, you can streamline your data analysis processes, make informed decisions, and ultimately drive greater impact in your philanthropic efforts. If your team could benefit from a feature like this and you'd like to see if Temelio is the right grants management system for your organization, we would love to connect! Reach out to our team to schedule a call.
Working with you globally
from NYC
115 Broadway
New York, 10006