[Grant][Report] Dashboard - analyze

**Scope:** to generate a compelling and visually appealing grant dashboard with the available data

**A. Data we have:**

_Grant:_
- Sponsor’s name ‘Sponsor’
- Type of Beneficiary ‘Tip beneficiar’ [parteneri multipli sau nu]
- Type of grant ‘Tip grant’ [co-finanțat sau nu]
- Grant value [total value RON] ‘Valoare Grant’
- Period [usually one year] ‘Perioada’
- Budget total ‘Cost total'
- Budget details ‘Linii buget’
- If it is co-financed, co-financed sum / percent ‘Suma co-finanțare’
- NGO part
*‘Suma de primit de la sponsor’
*‘Suma co-finanțare’
- Partners
*‘Total distribuit Partenerilor’
*‘Total co-finanțare parteneri’

_Incomes:_
- Contract incomes: Grants:
*'Contracte de sponsorizare cu obligații' ,
*'Contracte prestări servicii’,
*'Contracte de sponsorizare libere de sarcină’,
*'Contracte cu scop definit libere de sarcină’;
- Incomes without contract - non-grant income sources:
*'Redirecționare 230' ,
*'Donații individuale’,
*‘Cotizații',
*'Vânzări directe’,
*'Alte surse de venituri'

_Expenses:_
- 'Cheltuieli directe’ (list of categories, input from CSO profile) and
- 'Cheltuieli indirecte' (list of categories, input from CSO profile)

_Balance sheets ‘Intrari si Ieșiri’_
- Account ‘cont’
- Month ‘luna’
- Type ‘tip’ [cheltuieli / venituri]
- Expense category ‘categorie’
- Source of income ‘contract’ / ‘fără contract’
- Line of budget
- Sum sponsored
- Sum co-sponsored
- Status: ‘alocat’ / ‘nealocat’

Here is an example of a Grant dashboard

**B. Charts that may be of interest/ relevant**

_**I. Grant:**_
**_I.1 Grant Distribution_**

**by Value** - Compare the grant values received from different sponsors across time.

Example:

**by Type of Beneficiary** - Shows the percentage or count of grants distributed to different types of beneficiaries (multiple partners or not)
Example:



**by Type of grant** - Showing the breakdown of grant allocation based on the type of grant ("Tip grant") - co-financed or not; Stacked Bar Chart (each bar represents a grant, the height of the bar represents the grant value, the segments represent the percentage co-financed).

**by Sponsor** - Showing the contribution of each sponsor in terms of the number of grants or the total grant value. //Grant value distribution by Sponsor > Bar Chart

**by Period** - Illustrates the distribution of grants over time, showing the number of grants or the total grant value for each period (usually one year) > Line Chart or Bar Chart

**_I.2 Budget Overview:_**

**Budget allocation** - Illustrate the budget allocation for each line of budget or expense category (budget details) allowing stakeholders to see the relative amounts dedicated to different areas. Each bar represents a category, and the segments within the bar represent the different types of expenses (direct and indirect) > Stacked Bar Chart:

**Budget expenditures** - Plot the monthly budget expenditures over the specified period > Line Chart

**Co-Financing Analysis** - Focuses specifically on co-financed grants, displaying the distribution of co-financed amounts or percentages by different sponsors or partners.
- _**Per Grant**_: Visualize the proportion of co-financing versus the grant funding > donut chart, where the grant funding and co-financing are represented as slices of the donut.
- _**All Grants**_: Illustrate the co-financing ratio by comparing the sponsored amount ("Suma de primit de la sponsor") and co-financed amount ("Suma co-finanțare").
*Stacked column chart to display the total grant value ("Valoare Grant") and sponsored and co-financed amounts. Each column represents a grant, and the height of the column represents the total grant value.
*Co-Financing distribution _by Sponsor_
*Co-Financing Sum/Percent _over time_ >
- **_NGO Part_** - Sum received from Sponsor vs. Sum of Co-Financing > Bar Chart
- **_Partners_** - Total distribution to partners and co-financed amount by partner > stacked bar chart

**_II. Income Sources Analysis_**:

**_II.1 Breakdown of income sources_**

**Grant and non-grant** - Display the breakdown of income sources, both grant and non-grant.
- Donut chart to show the proportion of income from different sources including contract incomes (grants) and non-grant income sources (e.g., redirection 230, individual donations, membership fees, direct sales, other income sources).
- Each segment of the donut represents a specific income source category, such as grants, individual donations, membership fees, etc.

**Trends** - Monthly trend of contract incomes over the year > Line chart

**_II.2 Installments to Receive_** - Illustrate the timeline of installments to receive over the course of the grant period, showing the amount of each installment and when it is expected to be received. This can help in tracking cash flow and managing financial planning. > Line Chart

**_III. Expenses Analysis_**:

**_III.1 Expense Breakdown:_**
**By type** - Present the breakdown of expenses into direct expenses ("Cheltuieli directe") and indirect expenses ("Cheltuieli indirecte").
*Compare the expenditure categories for each type of expense > Stacked bar chart
*Each bar represents a specific expense category, and the stacked sections represent the direct and indirect expenses.
Example:
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Or:

**By time** - Show the cumulative expenses over time, indicating the expenditure trends throughout the grant period. This type of chart provides an overview of how the grant funds are being utilized. > Area Chart

**Expense vs. Budget** - Track the usage of the budget over time; display the project-wise budget allocation, vs. spent and savings
Example

Or

**_III.2 Budget Tracking:_** - compare the actual expenses against the budgeted amounts for different expense categories


**_IV. Balance Sheets Analysis_**

**_IV.1 Monthly Balance_**: Present the monthly balance sheet trend over time using a line chart. The x-axis represents the months, and the y-axis represents the balance (income minus expenses) for each month

**by Account** : Monthly Balance (Inflows and Outflows) > Line Chart
**by Type**: Monthly Balance (Expenses vs. Incomes) > Line Chart

**_IV.2 Account Status_**:

**by expense** - Allocation status (allocated vs. unallocated) by expense category > Stacked column chart

**by source of income** - Comparison of allocated and unallocated amounts by source of income (contract vs. non-contract) > Stacked column chart