This article explains the two dashboard views, what each number means, and how to read them. It also covers the AI Assistant and the questions that come up most often.
Dashboard
Dashboard answers "how are we doing?" - revenue, top sponsors, trends over time.
Admin Dashboard answers "what needs my attention?" - what is expiring, what is undelivered, which assets are sitting unsold.
Both read live data on every page load. There is no overnight refresh to wait for.
Both dashboards have a date range at the top. Every number and chart respects it.
If a figure looks wrong, check the date range first. It is the single most common cause of "the dashboard is missing our data" - especially just after an import, where historical sponsorships often fall outside the default range.
| Card | What it measures |
|---|---|
| Total Revenue | All sponsorship contributions in the selected range, using each sponsorship's Date Received |
| Available Asset Value | The annual value of unsold inventory at full price. Potential, not earnings |
| Outstanding Allocations | Allocations not yet marked Fulfilled - work you still owe a sponsor |
| Unallocated Value | Sponsorship money committed but not yet matched to anything the sponsor receives |
| Overdue | Allocations past their end date that were never marked Fulfilled |
| Pending Value | Value of allocations still in Pending status - agreed but not started |
Unallocated Value is the one worth watching. A high figure means a sponsor has paid for something you have not yet recorded them receiving. Either they are under-served, or an allocation was never captured. The card links straight to Allocations so you can act on it.
Revenue over time - monthly revenue, driven by Date Received rather than when the record was created
Top sponsors - who contributes most, by total value
Sponsorships by purpose - which parts of the school attract sponsorship, split by Cash, Goods and Services
Expiring allocations - sorted by urgency. Red is under 30 days, amber under 60
Outstanding allocations by sponsor - who is owed work, and each sponsor's fulfilment rate
Asset utilisation - units sold against units held, and revenue per asset. Low utilisation is unsold inventory
Acquisition trend - new sponsors per month and the cumulative total
You do not have to remember to check the expiring list. Altivo emails your admin contact on Tuesdays and Thursdays about allocations approaching their end date, and the notification bell in the top bar shows the same items.
The print and export buttons produce a dashboard snapshot suitable for a School Governing Body pack. These are available on the Momentum and Excellence plans. On Foundations the buttons appear but prompt to upgrade.
Open it from the bottom-right of any page. Ask questions about your own data in plain language:
How are we doing compared to last year?
Which sponsors have not renewed?
Suggest a sponsorship package for a local gym.
Write a summary of this year for our governing body.
It reads your live school data and never changes anything. It is often the fastest way to get a sense of where things stand, and useful for drafting a report.
Two possibilities. Either the date range excludes your data - check that first - or you have sponsors and assets but no sponsorships recorded yet. Revenue comes from sponsorships, not from sponsors.
The timeline uses each sponsorship's Date Received, not when you captured it. If Date Received was left blank on import, Altivo falls back to the start date. Open the sponsorships in question and set the real payment dates.
It is the full annual list price of everything you could sell, not what you have earned. Treat it as your school's sponsorship capacity - a useful number for a governing body conversation, not a revenue figure.
Check that both date filters match. They are set independently, and it is easy to change one and not the other.
Revenue trending up, unallocated value low, asset utilisation high, and few overdue allocations. High unallocated value is the clearest warning sign: sponsorship money sitting idle rather than being matched to something a sponsor receives.
The AI service is temporarily unreachable. Your data is unaffected and the rest of Altivo works normally. Try again in a few minutes.
Last updated: September 2026 | Version 3.0