Get to know the Applications Overview page of your fund dashboard

Your fund dashboard contains a wealth of information about your program. In the next several issues of the Relief Brief, we will discuss how different pages within your dashboard display data related to your applications. 

We begin our tour of your application data with a look at the Applications Overview page, which is where you will find current and historical information about applications submitted to your program.

Dashboard laptop_Eng mobile

The page consists of three main sections:

  • Header: The top bar of the Applications Overview page allows you to filter applications by “Application Submitted Date”, “Status”, “Event” and “Location”. As a reminder, all application data is based on the date applications are submitted.

  • Lefthand column: This section of the dashboard highlights the cumulative totals depending on the selections you have made in the header. It shows “Total Grant Dollars Awarded”, “Total Applications”, “Grant Approval Rate” and “Average Award”.

  • Center charts: This section includes interactive charts that display information based on the selections you make in the top header. It shows “Awarded Applications and Amounts by Event”, “% of Applications by Status”, “Decline Reasons” and “Applications by Year and Status”. A heat map on the right side of the dashboard also illustrates geographic concentrations of applications. Clicking inside any of these charts allows you to drill down into more specifics and gain greater insights into your program.  

 

How to use this information

The Applications Overview dashboard gives you insights specific to your program applications. You can use the heat map to understand where relief is being requested. You can also use the “Awarded Applications” chart to understand what events are prompting the most applications, as well as the status of those applications. This information can also be critical in ensuring the sustainability of your fund as you are able to gauge utilization across the events impacting your workforce. In addition, if you know an event happened and you don’t see an uptick in application volume, this could indicate an opportunity to engage your HR team to understand if there is a need and if applications will be forthcoming. 

Application status is also a helpful resource. The circular graph in the bottom left of your Applications Overview offers you a view specifically into the status of your applications. There are several status categories to be aware of: 

  • Approved: This means that the application met all the necessary criteria and was approved for grant disbursement.

  • Withdrawn: This means that an application was withdrawn from consideration for a grant. Only applicants can withdraw an application.

  • Not selected: This means the application was not approved for a relief grant. This can happen for a variety of reasons: The applicant may have already been awarded the maximum amount your program allows within a calendar year or for each individual. It is also possible that the applicant did not provide the necessary documentation to verify the application for relief. As a note, applicants are always free to resubmit an application should their circumstances change.

  • Closed: This includes applications that were closed, typically due to inactivity. Once an application for relief is received, the applicant is given 21 calendar days to provide the necessary documentation, if any is required. They receive notifications every three days, either via text or email, and if they do not respond at the end of those 21 days, the application is closed. Again, applicants are always free to resubmit an application. 

As you consider how to improve your program, the “Decline Reasons” chart is a good place to direct your attention. We often encourage clients to examine this graph to understand what is leading to declines in program applications. This information could illustrate a need to communicate with your workforce about the eligibility requirements for your program. Similarly, if you notice a significant number of declines for requests that exceed your grant maximum, it may be time to consider increasing those maximums to meet your employees where they are. As always, we invite you to reach out to your Relationship Manager with any questions related to your program. 

We hope you find this information helpful as you navigate your fund dashboard. We will dig into additional information related to application information over the next several months. Stay tuned!