Dashboard

The Dashboard is your central hub for accessing key information and metrics about your sponsorship programs at a glance. It provides a comprehensive overview of your account's performance and recent activities.

HelpYouSponsor Dashboard

Key Components

1. HYS AI. (Beta)

   Ask questions to our HelpYouSponsor AI about information in the platform.

   

   HYS AI

   HYS AI provides you with information about your account data without the need to manually search for it. For instance, if you want to know the number of recipients in a specific program, the AI will respond as follows.

   

   HYS AI uses OpenAI together with the context of the data in your account to give you informed answers. Keep in mind that some answers may not be accurate as it is still in Beta.

2. Review Onboarding.

   This shows you the completion of your account setup for an optimal platform workflow. Click the review onboarding button to view the quick start checklist with your completed and uncompleted setups.

   

   HYS Quick Start Checklist
3. Statistical Cards.

   • Number of donations in last 30 days.

     These are donations that have been sent to your account in the past 30 days. When you click on the number you will be redirected to the donations page where you will be able to view the donations in details.

   • Number of sponsorships in last 30 days.

     These are the sponsorships that have been activated in the past 30 days. In this case a sponsor or donor has been attached to a child that they will be sponsoring.

   • Total donations.

     This shows the donations that have been made by the sponsors or the donors. You can click the number to be redirected to the donations page where you will get full details about the donations.

   • Total number of sponsorships.

     This shows how many active sponsorships are there. When you click the number you will be redirected to the sponsorships page to view all your active sponsorships.

4. Donations Graph.

   This is a graphical representation of donations in the past three years.

5. Recent transaction.

   This section displays recent transactions between a donor and a recipient, providing summarized information on when the transaction took place and whether it was successful or not. This information is synchronized with the transactions graph.

By effectively utilizing your dashboard, you can quickly assess the health of your sponsorship programs, identify trends, and make data-driven decisions to improve your fundraising efforts.