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Monitoring & Evaluation
Organization Dashboard

Complete M&E system with 13 core modules

Contents

System OverviewFeature ModulesCommon TasksRoles & PermissionsSupport

System Overview

Comprehensive monitoring and evaluation platform built for modern organizations.

Core Capabilities

Multi-level Hierarchies - Programs → Projects → Objectives
Permission-based Access - Role-driven UI and functionality
Real-time Updates - Live status changes and notifications
Data Visualization - Charts, trends, and analytics
Multi-currency Support - Global organization compatibility
Document Management - File uploads and attachments

Dashboard Overview

Statistics, charts, activity feeds

Organization Profile

12 required + 30+ optional fields

Programs Management

High-level coordination

Projects Management

6 status types, full lifecycle

Indicators

KPI library and metrics

Objectives Framework

4-level hierarchy system

Activities

Task scheduling & tracking

Plans

Strategic planning docs

Team Management

3 role types, permissions

Intervention Areas

Geographic mapping

Reports

Multi-format reporting

Analytics

Data visualization

Settings

Administrative config

Feature Modules

Capabilities available in your organization dashboard.

Organization Profile

Maintain your organization's identity and required details

Profile Basics

Core fields to unlock all features

  • Name, logo, and contact information
  • Registration and compliance details
  • Location and areas of operation
  • Auto-saved updates

How to

Complete organization profile
  1. 1Open Organization Profile📷
  2. 2Upload organization logo (optional)
  3. 3Fill basic details (name, email, phone)📷
  4. 4Add registration and compliance information
  5. 5Provide address and areas of operation
  6. 6Save changes and complete any missing required fields

Programs Management

Program setup with budgeting and performance tracking

Program Planning

Setup with themes and sectors

  • Name and description
  • Theme/sector classification
  • Budget allocation
  • Timeline
  • Baseline and targets
  • Multi-project coordination

Project Integration

Link and manage projects under programs

  • Project–program relationships
  • Hierarchical organization
  • Program-level reporting
  • Consolidated budgeting
  • Cross-project insights

How to

Create a program
  1. 1Open Programs📷
  2. 2Click Create Program📷
  3. 3Enter name and description
  4. 4Choose theme/sector and timeframe
  5. 5Set baseline and targets (optional)
  6. 6Save the program
Link projects to a program
  1. 1Create or open a project
  2. 2In Basic Details, select the Program
  3. 3Save project to associate

Projects Management

Complete project lifecycle with funding, timelines, and coordination

Project Creation

Multi-tab form with basic details, funding, and program linking

  • Project name, code, description
  • Status management (Draft, Active, Completed)
  • Timeline with start/end dates
  • Budget and currency
  • Impact metrics (direct/indirect beneficiaries)
  • Theme categorization

Funding Management

Track multiple funding sources and donor relationships

  • Multiple donors per project
  • Annual funding tracking
  • Currency support
  • Create donors on-the-fly
  • Funding history and reports

Project Actions

Operations and status management

  • View details
  • Edit (admin only)
  • Status updates
  • Delete with confirmation
  • Search and filter
  • Export data

How to

Create a project
  1. 1Open Projects → New Project📷
  2. 2Fill Basic Details (name, code, description, timeline)📷
  3. 3Assign a Program (optional)
  4. 4Set beneficiaries and themes
  5. 5Switch to Funding tab and add donors
  6. 6Review and submit
Manage project status
  1. 1Open Projects📷
  2. 2Use status control on a row📷
  3. 3Select new status (requires permissions)📷

Indicators

Define and track KPIs used across objectives and projects

Indicator Library

Central place to manage all indicators

  • Create and categorize indicators
  • Units, baselines, and targets
  • Disaggregation support

How to

Create an indicator
  1. 1Open Indicators📷
  2. 2Click New Indicator📷
  3. 3Provide name, unit, and baseline
  4. 4Set target and disaggregation (if used)
  5. 5Save and verify in the table
Assign indicator to objectives/projects
  1. 1Open related Objective or Project
  2. 2Use indicator linking option (where available)
  3. 3Confirm and save

Objectives Framework

Multi-level objectives with tracking and statistics

Hierarchical Objectives

Four-level structure for comprehensive planning

  • Goal, Outcome, Output, Activity levels
  • Assign at org/program/project
  • Code-based identification

Statistics Dashboard

Overview across organization

  • Counts by type and level
  • Visual progress indicators
  • Trend analysis

How to

Create objectives hierarchy
  1. 1Open Objectives📷
  2. 2Click Create Objective📷
  3. 3Select level (Goal/Outcome/Output/Activity)
  4. 4Choose assignment (Org/Program/Project)
  5. 5Add description and code
  6. 6Save

Activities

Plan and track upcoming work linked to objectives and projects

Scheduling

Create, assign, and monitor activities

  • Due dates and statuses
  • Activity types
  • Recent activity feed

How to

Schedule an activity
  1. 1Open Activities📷
  2. 2Click New Activity📷
  3. 3Enter title, due date, and type
  4. 4Assign owner (optional)
  5. 5Set status and save
Update activity status
  1. 1Open Activities📷
  2. 2Find the activity in list
  3. 3Change status (upcoming/in progress/completed)

Plans

Annual or strategic plans that align programs and projects

Plan Builder

Create plans and review details in dialogs

  • Create/view plan dialogs
  • Plan status and timelines
  • Progress overview

How to

Create a plan
  1. 1Open Plans📷
  2. 2Click Create Plan📷
  3. 3Fill plan details and timeframe
  4. 4Save to generate plan entry
  5. 5Use View dialog to review

Team

Manage organization users, roles, and access

Members

Add, edit, and view team members

  • Role-based access
  • Member details dialogs
  • Invite new members

How to

Add a team member
  1. 1Open Team
  2. 2Click Add Member📷
  3. 3Enter name, email, and role
  4. 4Save to invite/add member📷
Edit a team member
  1. 1Open Team
  2. 2Use row actions → Edit
  3. 3Update role or details
  4. 4Save

Intervention Areas

Define geographic or thematic areas for interventions

Areas Table

Filter, paginate, and add new areas

  • Faceted filters and column controls
  • Add intervention dialog
  • Inline sorting

How to

Add an intervention area
  1. 1Open Intervention Areas📷
  2. 2Click Add Intervention📷
  3. 3Enter name and optional metadata
  4. 4Save
Filter areas
  1. 1Open Intervention Areas📷
  2. 2Use filters/faceted controls above table
  3. 3Adjust columns using View options

Reports

Create and view structured reports

Report Builder

Create, view, and export reports

  • Create/view report dialogs
  • Report list with columns
  • Download options (where available)

How to

Create a report
  1. 1Open Reports📷
  2. 2Click Create Report📷
  3. 3Enter report title and scope
  4. 4Save and open View dialog to preview

Analytics

Visualize trends and KPIs

Dashboards

Trend charts and summaries

  • Project trends
  • Activity and objective summaries
  • Organization-wide stats

How to

Review analytics
  1. 1Open Analytics
  2. 2Review charts and trends
  3. 3Use filters (if available) to refine

Settings

Administrative configuration of the org dashboard

Preferences

Control access, preferences, and organization-level options

  • Permissions (role dependent)
  • Org-wide preferences
  • Data management

How to

Configure settings
  1. 1Open Settings
  2. 2Adjust organization preferences
  3. 3Review permissions (if you are an admin)
  4. 4Save changes

Common Tasks

Create a new project with funding

  1. 1Go to Projects → New Project
  2. 2Fill basic details (name, description, status, timeline)
  3. 3Set budget and currency
  4. 4Add beneficiaries (direct/indirect)
  5. 5Open Funding tab → Add Funding
  6. 6Select or create donor, amount, and year
  7. 7Review and submit

Set up objectives hierarchy

  1. 1Open Objectives
  2. 2Create Objective → choose level (Goal/Outcome/Output/Activity)
  3. 3Choose assignment (Organization/Program/Project)
  4. 4Enter description and optional code
  5. 5Link to project or program if needed
  6. 6Save and review in table

Manage project status and progress

  1. 1Open Projects
  2. 2Search/filter as needed
  3. 3Use status dropdown to update (requires permissions)
  4. 4Open details to view progress
  5. 5Use actions to edit or delete as allowed

Create programs and link projects

  1. 1Open Programs
  2. 2Create Program and fill details
  3. 3Set budget and timeline
  4. 4Define baseline and targets
  5. 5When creating projects, select this program in Basic Details

Roles & Permissions

Administrator

Full access to all features and data management

  • Create, edit, and delete projects
  • Manage programs and objectives
  • Update project statuses
  • Add and remove team members
  • Configure organization settings
  • Access all reports and analytics
Project Manager

Manage assigned projects and related activities

  • Edit assigned projects
  • View all projects and programs
  • Create and manage objectives
  • Update project progress
  • Generate project reports
  • Manage project team members
Viewer

Read-only access to organizational data

  • View projects and programs
  • Access objectives and indicators
  • View reports and dashboards
  • Export allowed data
  • Participate in assigned activities
  • Comment on projects

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