How do I use the forecasting dashboard?

The forecasting dashboard gives your organization a real-time, centralized view of all incoming funds — across every Benevity foundation or funding entity — giving you a single, unified view rather than separate reports per Foundation. Amounts are in your local currency, so you don’t have to convert currencies or hunt through separate reports. Everything is in one place, automatically updated.

The dashboard is read-only and intended for viewing and reporting only. It syncs with Benevity's source systems at least once every 24 hours.

What you can do in the dashboard:

• See total funds aggregated across all disbursing Benevity Foundations.
• Track funds by three stages: Accumulating, Pending Approval, and Complete (Paid).
• Filter totals by This Month, Last Month, or Year to Date.
• View individual disbursements with full detail: disbursement date, bank date, Bank Reference ID, source currency, FX rate, and deposit amount.
• Export disbursements to CSV files to access more details. 

Running a disbursement report

1. Log in to the Causes Portal and select Dashboard in the left navigation sidebar. 
2. Apply a time filter by selecting This Month, Last Month, or Year to Date.
3. You'll find a view of your combined totals at the top of the page — these show your funding across all Benevity Foundations in your local currency.
4. Review the results table below the totals for a detailed breakdown of each payment.
5. Select any row to access full disbursement details, including source currency, FX rate, Bank Reference ID, and deposit amount.
6. Export one or more reports by selecting the checkbox next to each disbursement and then the export icon.

Detailed disbursement reports can also be created and exported from the Reports page. 

Reporting on historical disbursments

You can use the Year-to-Date filter to view disbursements back to January 1, 2021 (up to 5 years of history).

Understanding currency & FX rates

• All dashboard totals are automatically displayed in your organization's local currency.
• Each disbursement row shows both the source currency (the Foundation's currency) and the deposit amount in your local currency.
• The FX Rate column shows the exchange rate applied at the time the payment was created.
• Estimated FX rates are marked (est) and are updated once the disbursement is finalized.

I can see the totals, but no rows in the disbursement table. Why? 

This may mean no disbursements fall within your selected time filter. Try switching to Year-to-Date to broaden the view.

I don't see the Dashboard in my navigation. Why? 

Dashboard access requires Report Viewer permissions. Ask your portal admin to update your sub-user account, or contact Benevity Support.