As a Sponsor Org Admin, your Fund Dashboard is where you can find all of the information about your Fund in Gloo Impact. From the Funds page, click any Fund to view more details about it.

On a Fund page, you can see the Fund’s visibility (Unlisted/Public) and your Auto Refill status. You can also click View fund page to see the public Fund page.

Your Fund Dashboard has seven main sections:

Under Dashboard, you can see an overview of your Fund.

In Accounting, you can see the amount of money deposited to your Fund and the breakdown of that money, set up Auto Refill, and see your payments broken down by Program.

To set up Auto Refill, click Setup Auto Refill.

In Auto Refill Settings, type in your Refill amount, Threshold, and Maximum contribution limit. Make sure the Enable Auto Refill toggle is on, and click Save to finish setting up Auto Refill.

In Applications, you can view an overview of Scholarship Applications by status and Program. If you have any Applications Pending Approval, click Review Now to review them.

In Impact, you can see an overview of Survey completions, people served, and Program ratings and reviews. To view the results of Pre or Post Surveys, click View Results.

Under Application, you can see all of the Applications for your Fund and can configure your Scholarship Application.

Under Submissions, you can view the scholarship applications you’ve received. Applications can be filtered by Program or Status.

Under Configuration, you can create, edit, and archive your Scholarship’s application.

For more information, see Creating + Managing Scholarship Applications.

In Surveys, you can configure your Surveys and review Survey results.

Under Configuration, you can set up your Pre and Post Surveys using either a survey from our library or a custom survey.

Click the radio button next to Choose a survey from our library to view available surveys. Each survey has a title, number of questions, and description. Click Show more to view the full survey description and click Preview to see the entire survey.

To create a custom survey, click Create a custom survey.

Click Create New Survey to view the Survey builder.

Add a Survey name and Display name, then click the + icon to add your first survey question. Type in your question, select the question type, and type in answer options, if applicable.

Click the + icon to add more questions until your Survey is complete. To preview your Survey, click Preview in the top right corner. When your Survey is complete, click Save and Publish.

Under Pre Survey Results, you can see graphs of Pre Survey results by question. To view Survey results for a specific Program, click the dropdown to filter by Program.

If you haven’t received any Pre Survey responses yet, click Copy Fund Public Link to share your Fund.

Under Post Survey Results, you can see graphs of Post Survey results by question. To view Survey results for a specific Program, click the dropdown to filter by Program.

If you haven’t received any Post Survey responses yet, click Copy Fund Public Link to share your Fund.

In Programs, you can see an overview of the Programs in your Fund.

Under Selected Programs, you can view all of the Programs that you’ve added to your Fund. You can see the Program name, status, and price and can pause/unpause, view the Program’s details, and remove the Program from your Fund.

Click Explore Programs to find more Programs to add to your Fund. For more information, see ​​Adding a Program to Your Fund.

Under Ratings & Reviews, you can see Participant reviews of the Programs in your Fund.

In Accounting, you can see an overview of your Fund’s financial information, including banking and payments.

Under Banking, you view the amount of money deposited-to-date, view account statements, add money to your Fund, set up Auto Refill, and view and export transactions.

For more information on setting up your Fund’s banking and adding money to a Fund, see Setting Up the Bank Account for Your Fund.

Under Payments, you can see all of the payments from your Fund for the Programs in it. This list can be filtered by status and shows the payment date, status, from, to, type, program, milestone, participant, verifier, status, and amount.

In Team, you can view, edit, and add Fund Managers.

To add a Fund Manager, click Invite members, enter the Fund Managers’ email addresses, separated by commas, then click Send invites. After a Fund Manager has been invited, you can see all pending invites, resend invites, or remove Fund Managers in the Pending tab.

After a Fund Manager has accepted the invitation, you can see their name, role, and last active date in the Members tab.

In Settings, you can edit your Fund name, visibility, cover photo, mission, purpose, and audience.