SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Purpose: To centralize data visualization and performance tracking across programs, campaigns, and organizational units—providing SayPro with real-time insights, improved decision-making, and enhanced accountability.
🧩 1. Dashboard Objectives
Objective
Description
Program Impact Monitoring
Visualize M&E indicators (outputs, outcomes, impact) per program and region
Digital Marketing Performance
Track reach, engagement, conversions, and campaign ROI
Operational KPIs
Monitor staff productivity, workflow status, response times
Donor & Partner Reporting
Provide tailored views of funded activities, outcomes, and success stories
Executive Summary Dashboards
At-a-glance performance of key metrics across the organization
📘 2. Core Dashboard Types
Dashboard
Key Users
Main Data Sources
M&E Program Dashboard
M&E Team, Program Managers
KoboToolbox, CRM, Google Sheets, Surveys
Marketing Performance Dashboard
Marketing, Comms Team
Mailchimp, HubSpot, Google Analytics, Social Media APIs
CRM Activity Dashboard
Admin, Support, CRM Officers
Salesforce, Zoho, HubSpot CRM
Donor Impact Dashboard
Partnerships, MEL, Executives
CRM, MEL Results, Finance
Executive Dashboard
CEO, Directors, Board
Aggregated data from all systems
🧮 3. Key Metrics and Indicators
🎯 Program Dashboard Example
Indicator
Type
Frequency
Disaggregation
# of beneficiaries trained
Output
Monthly
Gender, Age, Province
% completing the full program
Outcome
Quarterly
Program type, District
% reporting increased skills post-training
Outcome
Biannual
Age group, Sector
📢 Marketing Dashboard Example
Metric
Type
Platform
Goal
Email open & click-through rates
Engagement
Mailchimp/HubSpot
>30% open, >5% CTR
Website conversions (registrations)
Conversion
Website Analytics
300 per month
Social media engagement per campaign
Awareness
Facebook, Instagram
5% avg. engagement rate
🧰 4. Technical Architecture
Layer
Tool / Platform
Data Collection
KoboToolbox, Google Forms, CRM, Mailchimp, APIs
Data Storage
Google Sheets, PostgreSQL, Salesforce
ETL (Extract/Transform/Load)
Power Query, Zapier, Python, Google Apps Script, Data Studio connectors
Data Visualization
Power BI, Google Data Studio, Tableau, Airtable Interfaces
Access Control
User roles & permissions via SharePoint, Power BI Admin, Google Workspace Sharing
🖥️ 5. Dashboard Layout Standards
Element
Guideline
Color Use
Consistent with SayPro brand guidelines
Filters
Region, Gender, Program, Date Range
Export Options
PDF, Excel, Google Sheets, PowerPoint snapshot
Update Frequency
Real-time where API available, otherwise daily/weekly batch loads
Responsiveness
Mobile/tablet-friendly for field and executive access
👥 6. Roles & Responsibilities
Role
Responsibility
M&E Officer
Define indicators, verify data accuracy
Data Analyst
Build and maintain dashboards, optimize ETL processes
CRM Admin
Ensure CRM data is clean and synced with dashboard systems
Marketing Lead
Interpret digital campaign data, set KPIs
Executive Users
Use summary dashboards for strategic planning and decisions
🔄 7. Workflow Diagram (Simplified)
textCopyEdit[ Data Collection ]
↓
[ CRM / Kobo / Forms ]
↓
[ ETL (Data Cleaning & Sync) ]
↓
[ Data Warehouse / Google Sheets ]
↓
[ Dashboards (Power BI, Tableau) ]
↓
[ SayPro Users: Program | Marketing | MEL | Executives ]
📊 8. Example: Executive Dashboard Layout
Section
Contents
Top KPIs
Beneficiaries reached
Regional Heatmap
Program reach, satisfaction ratings by location
Trend Line
Monthly/Quarterly performance of core outcomes
Alerts & Risks
Underperforming indicators flagged with red/yellow tags
Narrative Summary
“What this data means” box for strategic interpretation
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