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	<title>Fundraising &amp; Finance Archives - Foundation for Shared Impact</title>
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	<title>Fundraising &amp; Finance Archives - Foundation for Shared Impact</title>
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		<title>A Guide to Compiling a Fundraiser Impact Report</title>
		<link>https://www.shared-impact.com/knowledge-hub/a-guide-to-compiling-a-fundraiser-impact-report/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=a-guide-to-compiling-a-fundraiser-impact-report</link>
		
		<dc:creator><![CDATA[Foundation for Shared Impact]]></dc:creator>
		<pubDate>Fri, 16 May 2025 06:56:43 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Impact Measurement & Assessment]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Toolkits & Resources]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=21145</guid>

					<description><![CDATA[<p>Zapier is an tool that allows you to automate your workflow by connecting different work spaces, such as Airtable, Google Sheet, Mailchimp, Slack, and more. On the guide, we have outlined all the key information you need to fully get onboarded to Zapier and examples of usages.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/a-guide-to-compiling-a-fundraiser-impact-report/">A Guide to Compiling a Fundraiser Impact Report</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<h3 class="wp-block-heading">Why Do We Need an Impact Report for a Fundraiser?</h3>



<p>Let’s say you have organized a successful fundraiser to raise money to support the impactful work of your organization or partner organizations. People from within and outside your network have poured in generous donations for your cause. Because the fundraiser was successful and the donations essential to the continuous operation of your organizations or partner organizations, you will probably want to organize a fundraiser again.</p>



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<h2 class="wp-block-heading">Cultivating Donor Relationships</h2>



<p>How do you get people interested in supporting your cause again?&nbsp;</p>



<p>One of the best ways is to provide transparency in how the donations were spent and what kind of impact was enabled by the donations. This can be done through an impact report. In addition to expressing gratitude to the donors, the impact report also enables you to retain your relationship with existing donors and develop new relationships with potential donors.</p>



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<h2 class="wp-block-heading"><strong>Demonstrating Organizational/Program Effectiveness </strong></h2>



<p>With more funders transitioning to <a href="https://www.trustbasedphilanthropy.org/" target="_blank" rel="noreferrer noopener">trust-based philanthropy</a>, a comprehensive review of how donations are making a difference is more important than ever for organizations to effectively fundraise to ensure their financial resilience. </p>



<p>A fundraiser impact report offers an overview of the goals, objectives, and outcome of the fundraiser. This provides donors with the knowledge that their donations are efficiently spent on worthwhile causes. Additionally, the report enables (potential) donors, volunteers, partners and collaborators etc. to learn more about the organizer, its mission and impact, and its efficiencies of donation utilization. This could attract potential donors and partners to support the organization and its initiatives.&nbsp;</p>



<p>When communicating the impact of your fundraiser, you want to include both qualitative and quantitative data. For example, in addition to reporting the number of people benefiting from the funded projects, you should also include testimonials from the beneficiaries about the projects.</p>



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<h2 class="wp-block-heading"><strong><strong>Transparency and Accountability </strong></strong></h2>



<p>An impact report provides donors with insight into how their contributions were used and the positive impact created as a result. Through clearly communicating program outcomes, financial management, and the organization’s/project’s overall impact, you can build trust and credibility with your donors.</p>



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<h3 class="wp-block-heading"><strong>What are the Key Components of a Fundraiser Impact Report? </strong></h3>



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<h2 class="wp-block-heading"><strong><strong>Introduction</strong></strong></h2>



<p>In the Introduction section, provide a brief overview of the fundraiser:&nbsp;</p>



<ul class="wp-block-list">
<li>What are its goals and objectives?</li>



<li>Who was it organized by?</li>



<li>When and where did it take place?</li>



<li>What is the total amount of funds raised (amount allocated for grant)?</li>



<li>Who/what are the beneficiaries?</li>



<li>What is the total number of beneficiaries?/What is the total benefit?</li>
</ul>



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<h2 class="wp-block-heading"><strong><strong>Organization/ Project Description</strong></strong></h2>



<p>If your fundraiser was held to raise funds for your organization or a particular project, describe it in detail. This section is especially important for a fundraiser supporting multiple projects and organizations. </p>



<p>Let’s use FSI’s 2023 Annual Holiday Fundraiser as an example. In the <a href="https://drive.google.com/file/d/1fre9QhqspZa_PoEpHgpzxj8OC-yKjU3p/view" target="_blank" rel="noreferrer noopener">impact report</a>, you can see a detailed breakdown of each of the six funded projects all over the world. Each project description includes:</p>



<ul class="wp-block-list">
<li>Timeline of the project</li>



<li>Location of the project</li>



<li>Organizer/manager of the project</li>



<li>The reason it receives funding: the credentials of the organizer/manager of the project, the solutions it offers to address challenges in the community</li>



<li>The amount of funds allocated to the project</li>



<li>What the funds were spent on</li>



<li>The number of beneficiaries</li>



<li>Photos and/or videos of the project</li>



<li>Testimonials from the beneficiaries and organizer/manager of the project</li>



<li>Links to the organizer/manager’s website and/or contact information and social media</li>
</ul>



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<h2 class="wp-block-heading"><strong><strong>Financial Transparency</strong></strong></h2>



<p>Provide a breakdown of how donations were allocated in as much detail as possible to provide transparency. For an example of how to do this, please refer to the “Funds Raised” section in the <a href="https://drive.google.com/file/d/1fre9QhqspZa_PoEpHgpzxj8OC-yKjU3p/view">FSI 2023 Annual Holiday Fundraiser Impact Report</a>.</p>



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<h2 class="wp-block-heading"><strong><strong>Acknowledgments and Conclusion</strong></strong></h2>



<p>Don’t forget to thank the people who made this fundraiser possible! These people include the donors, the volunteers who help with data collection and drafting the impact report, the funded organization(s)/project(s) for doing the impactful work they do etc.&nbsp;</p>



<p>Take the “Conclusion” section as an opportunity to call for action for future donation and support. Invite funders, partners, and collaborators to join your next fundraiser to create even greater shared impact, for example.</p>



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<h3 class="wp-block-heading"><strong><strong>Data Collection and Prep Work for the Impact Report </strong></strong></h3>



<p>Now that you know what needs to be included in the impact report, you should have a clear idea of the qualitative and quantitative data you will need to collect to compile a comprehensive impact report. Here are some tips to help you plan your workflow: </p>



<ul class="wp-block-list">
<li> Work with your colleagues to list out the different kinds of data and metrics you will need to collect. </li>



<li>Think about how you will collect the data and metrics, and discuss division of labour with your colleagues. </li>



<li>Brainstorm the time needed for each and all tasks, and draft a timeline to hold everyone accountable for their work tasks and deadlines.</li>



<li>Include regular check-ins with the FSI team, which can be done online or in person. Take these check-ins as meetings for progress updates or raising whatever queries you may have about your work.</li>
</ul>



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<h2 class="wp-block-heading">PS!</h2>



<p>FSI recently published our <a href="https://drive.google.com/file/d/1hAqKP9x9SOebqi3jWqKkE2Yy9Km6ic_Y/view" target="_blank" rel="noreferrer noopener">2024 Annual Holiday Fundraiser Impact Report</a>. Check the report out and use it as a reference!</p>



<p>At <a href="http://www.shared-impact.com/">FSI</a>, we’re always seeking to improve, so if you have any feedback on this guide/template, please do not hesitate to let us know.</p>



<p></p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/a-guide-to-compiling-a-fundraiser-impact-report/">A Guide to Compiling a Fundraiser Impact Report</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">21145</post-id>	</item>
		<item>
		<title>Financial Reports Template for Small Businesses</title>
		<link>https://www.shared-impact.com/toolkits-resources/financial-reports-template-for-small-businesses/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=financial-reports-template-for-small-businesses</link>
		
		<dc:creator><![CDATA[Foundation for Shared Impact]]></dc:creator>
		<pubDate>Fri, 01 Nov 2024 09:18:54 +0000</pubDate>
				<category><![CDATA[Accounting]]></category>
		<category><![CDATA[Business Planning & Analytics]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Toolkits & Resources]]></category>
		<category><![CDATA[accounting]]></category>
		<category><![CDATA[bookeeping]]></category>
		<category><![CDATA[Community Business Support]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=18252</guid>

					<description><![CDATA[<p>Draft the essential financial reports (income statement, balance sheet, statement of cash flows) for your business with this customizable template.</p>
<p>The post <a href="https://www.shared-impact.com/toolkits-resources/financial-reports-template-for-small-businesses/">Financial Reports Template for Small Businesses</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
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<nav class="wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-c9b3c7f" data-block-id="c9b3c7f"><ul class="stk-table-of-contents__table"><li><a href="#”anchor1”">Introduction</a></li><li><a href="#three-types-of-pitches">Financial Reports Template (empty)</a></li><li><a href="#1-elevator-pitch">Guide to using the Financial Reports Template</a></li><li><a href="#3-presentation-with-a-deck">Relevant Templates</a></li></ul></nav>
</div></div></div>
</details>



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<h2 class="wp-block-heading" id="”anchor1”">Introduction</h2>



<p>Welcome to our Financial Reports template. Compulsory financial statements are reports that businesses are required to submit to regulatory authorities by law. These documents should provide transparency into the financial performance of the business. Bookkeeping software like Xero or Quickbooks generates various financial statements based on accounting entries, but if you are drafting up your own reports, these templates will give you a great base to start from!</p>



<div style="height:18px" aria-hidden="true" class="wp-block-spacer"></div>



<h2 class="wp-block-heading" id="three-types-of-pitches">Financial Reports Template (empty)</h2>



<p>Download this to your own device to add your inputs and customize for your use.</p>


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<h2 class="wp-block-heading" id="1-elevator-pitch">Guide to using the Financial Reports Template</h2>



<ol class="wp-block-list">
<li><strong>Income statement (also known as&nbsp; Profit and Loss statement)</strong>:This is a quarterly or yearly report that will be readily available to the public. Should clearly outline the inflow of new assets as well as the outflow incurred to produce revenue. It is recommended that you start with your revenue. Expenses and costs are then deducted closely followed by taxes. This leads to the calculation of your profit.</li>



<li><strong>Balance sheet</strong>: Instead of showing your funds over a given period, the balance sheet shows your assets (what you own) and liabilities (what you owe) and the difference between them at the moment you produce the balance sheet. The difference between the assets and liabilities reveals the book value of the stakeholders’ stake in the company. Assets must be listed from most to least liquid (what can be made into money/ sold fastest). Liabilities are listed in order of immediacy.</li>



<li><strong>Statement of cash flows</strong>: this statement reveals where the funding comes from and what it is used for (e.g. operations or investments). A statement of cash flow should show the ability of your company or organization to pay bills while funding future growth.</li>
</ol>



<ol start="2" class="wp-block-list">
<li></li>
</ol>



<div style="height:34px" aria-hidden="true" class="wp-block-spacer"></div>



<p>For your additional reference, further information about financial statements with examples can be found <a href="https://www.schwab.com/learn/story/3-financial-statements-to-measure-companys-strength#:~:text=The%20income%20statement%2C%20balance%20sheet,financial%20health%20and%20underlying%20value" target="_blank" rel="noreferrer noopener">here</a>.</p>



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<div style="height:2em" aria-hidden="true" class="wp-block-spacer"></div>



<h2 class="wp-block-heading" id="3-presentation-with-a-deck">Relevant Templates</h2>



<p>FSI has prepared for you the essential templates that facilitate your bookkeeping. Click the links below to check them out!</p>



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<blockquote class="wp-embedded-content" data-secret="xt85Fz81Bz"><a href="https://www.shared-impact.com/toolkits-resources/bookkeeping-template-for-small-businesses/">Bookkeeping Template for Small Businesses</a></blockquote><iframe class="wp-embedded-content" sandbox="allow-scripts" security="restricted"  title="&#8220;Bookkeeping Template for Small Businesses&#8221; &#8212; Foundation for Shared Impact" src="https://www.shared-impact.com/toolkits-resources/bookkeeping-template-for-small-businesses/embed/#?secret=NQ0cxd7KAP#?secret=xt85Fz81Bz" data-secret="xt85Fz81Bz" width="600" height="338" frameborder="0" marginwidth="0" marginheight="0" scrolling="no"></iframe>
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<blockquote class="wp-embedded-content" data-secret="aRQuIOIFiS"><a href="https://www.shared-impact.com/toolkits-resources/accounting-template-invoice/">Invoice Template</a></blockquote><iframe class="wp-embedded-content" sandbox="allow-scripts" security="restricted"  title="&#8220;Invoice Template&#8221; &#8212; Foundation for Shared Impact" src="https://www.shared-impact.com/toolkits-resources/accounting-template-invoice/embed/#?secret=Mb6TRx2UyA#?secret=aRQuIOIFiS" data-secret="aRQuIOIFiS" width="600" height="338" frameborder="0" marginwidth="0" marginheight="0" scrolling="no"></iframe>
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<blockquote class="wp-embedded-content" data-secret="4AB5AZG1jQ"><a href="https://www.shared-impact.com/toolkits-resources/receipt-template/">Receipt Template</a></blockquote><iframe class="wp-embedded-content" sandbox="allow-scripts" security="restricted"  title="&#8220;Receipt Template&#8221; &#8212; Foundation for Shared Impact" src="https://www.shared-impact.com/toolkits-resources/receipt-template/embed/#?secret=YILr8DC0D4#?secret=4AB5AZG1jQ" data-secret="4AB5AZG1jQ" width="600" height="338" frameborder="0" marginwidth="0" marginheight="0" scrolling="no"></iframe>
</div></figure>



<figure class="wp-block-embed is-type-wp-embed is-provider-foundation-for-shared-impact wp-block-embed-foundation-for-shared-impact"><div class="wp-block-embed__wrapper">
<blockquote class="wp-embedded-content" data-secret="gGYQf2YBUe"><a href="https://www.shared-impact.com/toolkits-resources/guide-to-annual-audit-and-profits-tax/">Guide to Annual Audit &#038; Profits Tax</a></blockquote><iframe class="wp-embedded-content" sandbox="allow-scripts" security="restricted"  title="&#8220;Guide to Annual Audit &#038; Profits Tax&#8221; &#8212; Foundation for Shared Impact" src="https://www.shared-impact.com/toolkits-resources/guide-to-annual-audit-and-profits-tax/embed/#?secret=Xk1WVtUueD#?secret=gGYQf2YBUe" data-secret="gGYQf2YBUe" width="600" height="338" frameborder="0" marginwidth="0" marginheight="0" scrolling="no"></iframe>
</div></figure>



<div style="height:18px" aria-hidden="true" class="wp-block-spacer"></div>
<p>The post <a href="https://www.shared-impact.com/toolkits-resources/financial-reports-template-for-small-businesses/">Financial Reports Template for Small Businesses</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">18252</post-id>	</item>
		<item>
		<title>8 Fundraising Ideas for Smaller Organizations</title>
		<link>https://www.shared-impact.com/knowledge-hub/8-fundraising-ideas-for-smaller-organizations/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=8-fundraising-ideas-for-smaller-organizations</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Thu, 30 May 2024 10:09:08 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=15139</guid>

					<description><![CDATA[<p> Limited resources and a smaller network pose significant obstacles to their fundraising efforts. To address these challenges, we present eight fun, easy, and cost-efficient fundraising ideas specifically tailored for smaller organizations. </p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/8-fundraising-ideas-for-smaller-organizations/">8 Fundraising Ideas for Smaller Organizations</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p><span class="OYPEnA text-decoration-none text-strikethrough-none" style="color: rgb(0, 0, 0); font-family: &quot;YAFdJs2qTWQ 0&quot;, _fb_, auto; font-size: revert; white-space: normal;">Fundraising can be a challenging endeavor for organizations of all sizes, but it is particularly difficult for smaller ones. Limited resources and a smaller network pose significant obstacles to their fundraising efforts. To address these challenges, we present eight fun, easy, and cost-efficient fundraising ideas specifically tailored for smaller organizations. These strategies will help expand your network, engage the community, and generate the necessary funds to support your organization&#8217;s mission.</span></p>



<div data-wp-interactive="core/file" class="wp-block-file"><object data-wp-bind--hidden="!state.hasPdfPreview" hidden class="wp-block-file__embed" data="https://www.shared-impact.com/wp-content/uploads/2024/05/8-Fundraising-Ideas-for-Smaller-Organizations.pdf" type="application/pdf" style="width:100%;height:600px" aria-label="Embed of 8-Fundraising-Ideas-for-Smaller-Organizations."></object><a id="wp-block-file--media-9daeb898-fe82-4198-bd78-e05acfb1b6c0" href="https://www.shared-impact.com/wp-content/uploads/2024/05/8-Fundraising-Ideas-for-Smaller-Organizations.pdf" target="_blank" rel="noreferrer noopener">8-Fundraising-Ideas-for-Smaller-Organizations</a><a href="https://www.shared-impact.com/wp-content/uploads/2024/05/8-Fundraising-Ideas-for-Smaller-Organizations.pdf" class="wp-block-file__button wp-element-button" download aria-describedby="wp-block-file--media-9daeb898-fe82-4198-bd78-e05acfb1b6c0">Download</a></div>



<p><p class="cvGsUA direction-ltr align-start para-style-body" style="white-space: normal; color: rgb(0, 0, 0); font-family: &quot;YAFdJs2qTWQ 0&quot;, _fb_, auto; line-height: 22px;"></p></p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/8-fundraising-ideas-for-smaller-organizations/">8 Fundraising Ideas for Smaller Organizations</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">15139</post-id>	</item>
		<item>
		<title>Shared Data Funding Database</title>
		<link>https://www.shared-impact.com/knowledge-hub/shared-data-funding-database/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=shared-data-funding-database</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Mon, 08 Jan 2024 05:49:45 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14229</guid>

					<description><![CDATA[<p>This resource provide the funding database of all non profit organization in Hong Kong and let you know more about their information. </p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/shared-data-funding-database/">Shared Data Funding Database</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p><a href="https://shareddata.org/funding-database/">This resource</a> provide the funding database of all non profit organization in Hong Kong. </p>



<p>It can let you know more about the information of organization that you are interested and also allows people to leave ranking to the organization due to the performance. </p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-b3d1e8d" data-block-id="b3d1e8d"><figure class="stk-img-wrapper stk-image--shape-stretch"><img fetchpriority="high" decoding="async" class="stk-img wp-image-14230" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Shared-Data-Funding-Database.png" width="1200" height="628" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Shared-Data-Funding-Database.png 1200w, https://www.shared-impact.com/wp-content/uploads/2024/01/Shared-Data-Funding-Database-300x157.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Shared-Data-Funding-Database-1024x536.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Shared-Data-Funding-Database-768x402.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /></figure></div>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/shared-data-funding-database/">Shared Data Funding Database</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14229</post-id>	</item>
		<item>
		<title>Corporate Developing a Fundraising Strategy</title>
		<link>https://www.shared-impact.com/knowledge-hub/corporate-developing-a-fundraising-strategy/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=corporate-developing-a-fundraising-strategy</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Mon, 08 Jan 2024 05:04:59 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14225</guid>

					<description><![CDATA[<p>Read this resource from Fundraising KIT and learn how to develop a fundraising strategy. </p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/corporate-developing-a-fundraising-strategy/">Corporate Developing a Fundraising Strategy</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Read<a href="https://fundraisingkit.com/blog/donor-moves-management-fundraising/"> this resource from Fundraising KIT </a>and learn how to develop a fundraising strategy. </p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-7ccda91" data-block-id="7ccda91"><figure class="stk-img-wrapper stk-image--shape-stretch"><img decoding="async" class="stk-img wp-image-14226" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Corporate-Developing-a-Fundraising-Strategy.png" width="1200" height="628" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Corporate-Developing-a-Fundraising-Strategy.png 1200w, https://www.shared-impact.com/wp-content/uploads/2024/01/Corporate-Developing-a-Fundraising-Strategy-300x157.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Corporate-Developing-a-Fundraising-Strategy-1024x536.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Corporate-Developing-a-Fundraising-Strategy-768x402.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /></figure></div>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/corporate-developing-a-fundraising-strategy/">Corporate Developing a Fundraising Strategy</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14225</post-id>	</item>
		<item>
		<title>Guide to Impact Incubator</title>
		<link>https://www.shared-impact.com/knowledge-hub/guide-to-impact-incubator/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=guide-to-impact-incubator</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Fri, 05 Jan 2024 07:58:31 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14211</guid>

					<description><![CDATA[<p>Impact Incubator is a one-stop supporting platform that connects social innovation implementers (SIIs) to knowledge, resources and networks relevant to social welfare agencies, social enterprises, philanthropic foundations, business associations and professional bodies.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-impact-incubator/">Guide to Impact Incubator</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p><em>Guide to applying for the Impact Incubator -a fundraising program for social enterprise based in HK.</em></p>



<p></p>



<nav class="wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-7b21575" data-block-id="7b21575"><p class="stk-table-of-contents__title">Table of Contents</p><ul class="stk-table-of-contents__table"><li><a href="#undefined">Funding Objective</a><ul><li><a href="#undefined">Objective</a></li><li><a href="#undefined">Target</a></li><li><a href="#undefined">Amount of grants</a></li><li><a href="#undefined">Budget</a></li><li><a href="#undefined">Payment of candidate</a></li></ul></li><li><a href="#undefined">Eligibility</a></li><li><a href="#undefined">Types of funding</a><ul><li><a href="#undefined">Late prototype</a></li><li><a href="#undefined">Start-Up</a></li><li><a href="#undefined">Growing</a></li><li><a href="#undefined">Scale-up</a></li></ul></li><li><a href="#undefined">Application</a></li><li><a href="#undefined">Tips for application</a></li><li><a href="#undefined">Additional Readings:</a></li><li><a href="#undefined">PS!</a></li></ul></nav>



<p></p>



<h2 class="wp-block-heading">Funding Objective</h2>



<h3 class="wp-block-heading">Objective</h3>



<p><strong>Impact Incubator</strong> is a one-stop supporting platform that connects social innovation implementers (SIIs) to knowledge, resources and networks relevant to social welfare agencies, social enterprises, philanthropic foundations, business associations and professional bodies.</p>



<p>The&nbsp;<strong>Social Innovation and Entrepreneurship Development Fund</strong>&nbsp;(SIE Fund) aims to be a catalyst for promoting the development of social innovation in Hong Kong.</p>



<ul class="wp-block-list">
<li>It connects the different sectors of the community, <strong>including businesses, non-governmental organisations, academics, philanthropies</strong>, etc. to address poverty and social exclusion as well as foster the well-being and cohesion of the society through innovative solutions.</li>



<li>The ultimate goal is to foster the development of the social innovation ecosystem where social entrepreneurs can thrive and potential talents can be unleashed to <em><strong>develop innovative ideas, products and services that can effectively meet social needs.</strong></em></li>
</ul>



<p></p>



<h3 class="wp-block-heading">Target</h3>



<p>Impact Incubator is a R&amp;D Lab for entrepreneurial and innovative ideas with social purposes. They support:</p>



<ul class="wp-block-list">
<li><strong>Social entrepreneur</strong> who aim to adopt <strong>sustainable business solutions</strong> to address poverty and social exclusion issues</li>



<li><strong>Social</strong>&nbsp;&nbsp;from NGO or private sector, who aims to&nbsp;<strong>mobilizes internal resources for social good</strong></li>



<li><strong>Social innovator</strong> who adopts creative approaches to <strong>addressing social needs</strong></li>
</ul>



<p></p>



<h3 class="wp-block-heading">Amount of grants</h3>



<p>Projects at different stages will require different amounts of grant funding over variable funding periods.</p>



<p><strong>The maximum amount of grant funding for Late Prototype projects is HKD300,000*.</strong></p>



<p>There is generally no funding ceiling for Start-up, Growing and Scale-up projects.&nbsp; However, applicants will be required to secure at least 50% of their total funding application budget as matching funds ^. Matching funds may be in cash or in kind, provided by any party other than the HKSAR Government. If the SIE Fund funding application is for HKD500,000 or above, the Joint Vetting Committee and Proposal Assessment Committee will further review the application</p>



<ul class="wp-block-list">
<li><em>If your budget exceeds HKD200,000, an in-person interview will be conducted</em></li>
</ul>



<p>Matching Fund excludes SIE Fund and all other HKSAR Government funding. It can be in-cash or in-kind e.g rental and equipment sponsorship. The applicant should submit supporting documents to support any in-kind valuation assessment. The matching fund amount will be subject to relevant terms and conditions and will require prior written approval</p>



<p>The approved grant is the sum of the&nbsp;<strong>capital grant</strong>&nbsp;and the&nbsp;<strong>operating grant</strong>, where:</p>



<ul class="wp-block-list">
<li><strong>Capital grant</strong>&nbsp;is the amount approved for acquiring assets (i.e. capital expenditure)</li>



<li><strong>Operating grant</strong> is the amount approved for financing the funded project&#8217;s operating deficit</li>
</ul>



<p></p>



<h3 class="wp-block-heading">Budget</h3>



<p>Only expenditure incurred exclusively for the funded project can be covered in the budget, for example ‒</p>



<p><strong>1) CAPITAL EXPENDITURE</strong></p>



<ul class="wp-block-list">
<li>Cost of procuring equipment</li>



<li>Renovation cost</li>
</ul>



<p><strong>2) OPERATING DEFICIT (OPERATING EXPENSES IN EXCESS OF REVENUE)</strong></p>



<ul class="wp-block-list">
<li>Salary (including the employer’s contribution to the Mandatory Provident Fund)</li>



<li>Expenses for consumables</li>



<li>External consultancy fees</li>



<li>Production and promotion cost of project deliverables</li>



<li>External audit fee (this is compulsory for organisations&#8217; and companies&#8217; funding applications)</li>



<li>Patent registration fee</li>



<li>Rental and utilities</li>



<li>Travelling fee (not exceeding 5% of the total budgeted expenditure)</li>



<li>Insurance</li>



<li>Central administrative overheads* (not exceeding 5% of the budgeted expenditure)</li>



<li>Charges levied by a party (e.g. parent company) for of central support / administrative services (e.g. management fees)</li>
</ul>



<p></p>



<h3 class="wp-block-heading">Payment of candidate</h3>



<p>The applicant will be required to keep a Designated Bank Account&nbsp;<strong>solely</strong>&nbsp;for the purpose of implementing the approved proposal. The grant shall be remitted into the Designated Bank Account in&nbsp;installments&nbsp;at such intervals as specified in the contract.</p>



<p>In general, the initial installment will be released upon commencement of the project and the matching fund is deposited into the designated bank account. Afterwards, installments shall be released at intervals e.g. <em><strong>the submission of the progress and financial reports </strong>every six months</em> and upon SIE Fund&#8217;s satisfaction of performance of the project. <strong>Not less than 10% of the grant will be reserved as retention money which shall be released after the completion of the project.</strong></p>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-9dfe14b" data-block-id="9dfe14b"></div>



<h2 class="wp-block-heading">Eligibility</h2>



<ul class="wp-block-list">
<li><strong>Late Prototype Application:</strong>&nbsp;Hong Kong permanent residents aged 18 years or above, or organisations and companies limited by guarantee or limited by shares and registered in Hong Kong are eligible to apply.</li>



<li><strong>Start-up, Growing and Scale-up Application:</strong>&nbsp;Organisations and companies limited by guarantee or limited by shares registered in Hong Kong are eligible to apply.</li>
</ul>



<p><em><strong>Projects which are, or will be, supported by other public funding schemes will not be considered. Applicants cannot submit the same project proposal to different intermediaries to apply for the SIE Fund.</strong></em></p>



<p>The Impact Incubator supports and incubates:</p>



<ul class="wp-block-list">
<li><strong>Social entrepreneur</strong>&nbsp;who aim to adopt sustainable business solutions to address poverty and social exclusion issues</li>



<li><strong>Social intrapreneur</strong>&nbsp;from the NGO or private sectors, who aim to mobilizes internal resources for social good</li>



<li><strong>Social innovator</strong> who adopt creative approaches to addressing social needs</li>
</ul>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-8ad30fe" data-block-id="8ad30fe"></div>



<h2 class="wp-block-heading">Types of funding</h2>



<h3 class="wp-block-heading">Late prototype</h3>



<p>A social project or social enterprise with a solid prototype that has been alpha-tested. The project’s owner/founder intends to commercialise and launch the prototype to market.</p>



<ul class="wp-block-list">
<li>Application eligibility: Hong Kong permanent residents aged 18 years or above, or organisations and companies limited by guarantee or limited by shares, and registered in Hong Kong</li>



<li>Maximum project duration: 18 months</li>



<li>Maximum funding amount: HKD 300,000*</li>



<li>No matching funds are required</li>
</ul>



<p></p>



<h3 class="wp-block-heading">Start-Up</h3>



<p>A social project or social enterprise which has already been tested or launched to market. A business/ sustainability plan to support the project is required.</p>



<ul class="wp-block-list">
<li>Application eligibility: Organisations and companies limited by guarantee or limited by shares, and registered in Hong Kong</li>



<li>Maximum project duration: 3 years</li>



<li>No limit to the funding amount requested</li>



<li>At least 50% matching funds are required</li>
</ul>



<p></p>



<h3 class="wp-block-heading">Growing</h3>



<p>A social project or social enterprise which has already demonstrated initial track records in both business model and social impact, and has a potential to grow.</p>



<ul class="wp-block-list">
<li>Application eligibility: Organisations and companies limited by guarantee or limited by shares, and registered in Hong Kong</li>



<li>Maximum project duration: 3 years</li>



<li>No limit to the funding amount requested</li>



<li>At least 50% matching funds are required</li>
</ul>



<p></p>



<h3 class="wp-block-heading">Scale-up</h3>



<p>A social project or social enterprise which has already demonstrated proven social impact and sustainability. A solid plan to scale up the project is required.</p>



<ul class="wp-block-list">
<li>Application eligibility: Organisations and companies limited by guarantee or limited by shares, and registered in Hong Kong</li>



<li>Maximum project duration: 3 years</li>



<li>No limit to the funding amount requested</li>



<li>At least 50% matching funds are required</li>
</ul>



<p></p>



<h2 class="wp-block-heading">Application</h2>



<ol class="wp-block-list">
<li><strong>Sign up for an&nbsp;<a href="https://socialinnovation.org.hk/en/?op=request_token">application account</a></strong></li>



<li><strong>Tell your idea&nbsp;in a project proposal</strong></li>



<li><strong>Attach a budget and&nbsp;other required document(s)</strong></li>



<li><strong>Submit online</strong></li>
</ol>



<p>Document checklist:</p>



<p><a href="https://socialinnovation.org.hk/en/how-to-apply/application-procedures/">https://socialinnovation.org.hk/en/how-to-apply/application-procedures/</a></p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-b526e8f" data-block-id="b526e8f"><figure class="stk-img-wrapper stk-image--shape-stretch"><img decoding="async" class="stk-img wp-image-14212" src="https://www.shared-impact.com/wp-content/uploads/2024/01/E688AAE5B18F2022-03-2120E4B88BE58D887.52.06.png" width="814" height="924" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/E688AAE5B18F2022-03-2120E4B88BE58D887.52.06.png 814w, https://www.shared-impact.com/wp-content/uploads/2024/01/E688AAE5B18F2022-03-2120E4B88BE58D887.52.06-264x300.png 264w, https://www.shared-impact.com/wp-content/uploads/2024/01/E688AAE5B18F2022-03-2120E4B88BE58D887.52.06-768x872.png 768w" sizes="(max-width: 814px) 100vw, 814px" /></figure></div>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-d6d3993" data-block-id="d6d3993"></div>



<h2 class="wp-block-heading">Tips for application</h2>



<ul class="wp-block-list">
<li>First Round of Application Deadline: 31/03/2022</li>



<li>Matching fund policy
<ul class="wp-block-list">
<li>When applicants submit applications for Start-up, Growing and Scale-up projects, they will be required to secure not less than 50% of their total funds applied as matching funds, before their application is accepted. The ratio of grant funding applied to matching funds is 1:1.</li>



<li>In general, matching funds mean any initial capital, excluding SIE Fund and other HKSAR Government funding. Matching funds can be in-cash or in-kind e.g. rental and equipment sponsorship. The applicant should submit documents to support the in-kind valuation. The matching fund amount will be subject to relevant terms and condition and will be confirmed after approval.</li>
</ul>
</li>



<li>Multiple submission
<ul class="wp-block-list">
<li>The applicant can submit more than one application at any given time, but&nbsp;<strong>each application needs to be different.</strong></li>
</ul>
</li>



<li>Having problem during application
<ul class="wp-block-list">
<li>contact:
<ul class="wp-block-list">
<li>Phone: 28762492</li>



<li>Email: <a href="mailto:info@socialinnovation.org.hk">info@socialinnovation.org.hk</a></li>



<li>Website: <a href="http://www.socialinnovation.org.hk/"></a><a href="http://www.socialinnovation.org.hk/">http://www.socialinnovation.org.hk</a>
<ul class="wp-block-list">
<li><em><strong>The Impact Incubator&#8217;s office hours are from Monday to Friday (09:00-17:30). The office is closed on Saturdays, Sundays and public holidays. To schedule a meeting, please <a href="mailto:info@socialinnovation.org.hk">contact us</a> in advance.</strong></em></li>
</ul>
</li>
</ul>
</li>
</ul>
</li>
</ul>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-8136dd7" data-block-id="8136dd7"></div>



<h2 class="wp-block-heading">Additional Readings:</h2>



<ul class="wp-block-list">
<li>official website:&nbsp;<a href="https://socialinnovation.org.hk/en/">https://socialinnovation.org.hk/en/</a></li>



<li>Reference proposal:</li>
</ul>



<div class="wp-block-file"><a id="wp-block-file--media-71ce6d37-ff64-454a-99ba-7b04be956a89" href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Start-up_2021Jan_v2.docx">Proposal_Template_Start-up_2021Jan_v2</a><a href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Start-up_2021Jan_v2.docx" class="wp-block-file__button wp-element-button" download aria-describedby="wp-block-file--media-71ce6d37-ff64-454a-99ba-7b04be956a89">Download</a></div>



<div class="wp-block-file"><a id="wp-block-file--media-99951061-8861-43d5-b95e-5e3dae27bbdc" href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Scale-up_2021Jan_v2.docx">Proposal_Template_Scale-up_2021Jan_v2</a><a href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Scale-up_2021Jan_v2.docx" class="wp-block-file__button wp-element-button" download aria-describedby="wp-block-file--media-99951061-8861-43d5-b95e-5e3dae27bbdc">Download</a></div>



<div class="wp-block-file"><a id="wp-block-file--media-17c21735-1652-4b7a-9098-4456cba4bf73" href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Late20Prototype_2021Jan_v2.docx">Proposal_Template_Late20Prototype_2021Jan_v2</a><a href="https://www.shared-impact.com/wp-content/uploads/2024/01/Proposal_Template_Late20Prototype_2021Jan_v2.docx" class="wp-block-file__button wp-element-button" download aria-describedby="wp-block-file--media-17c21735-1652-4b7a-9098-4456cba4bf73">Download</a></div>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-9c4388e" data-block-id="9c4388e"></div>



<h2 class="wp-block-heading">PS!</h2>



<p>At <a href="http://www.shared-impact.com/">FSI</a> we’re always seeking to improve, so if you have any feedback on this guide/template, please do not hesitate to let us know.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-impact-incubator/">Guide to Impact Incubator</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14211</post-id>	</item>
		<item>
		<title>A Viewing Guide for Discussion &#038; Action for &#8220;Bake A Difference: The Full-Funding Principle&#8221;</title>
		<link>https://www.shared-impact.com/knowledge-hub/a-viewing-guide-for-discussion-action-for-bake-a-difference-the-full-funding-principle/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=a-viewing-guide-for-discussion-action-for-bake-a-difference-the-full-funding-principle</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Fri, 05 Jan 2024 06:27:09 +0000</pubDate>
				<category><![CDATA[Fundraising]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14205</guid>

					<description><![CDATA[<p>Take a look at view guide from Voice for Social Good and discover more about funding.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/a-viewing-guide-for-discussion-action-for-bake-a-difference-the-full-funding-principle/">A Viewing Guide for Discussion &#038; Action for &#8220;Bake A Difference: The Full-Funding Principle&#8221;</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Take a look at <a href="https://www.voiceforsocialgood.org/viewing-guide">view guide</a> from <a href="https://www.voiceforsocialgood.org">Voice for Social Good</a> and discover more about funding.</p>



<p></p>



<h2 class="wp-block-heading">Full Video:</h2>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="Bake A Difference: The Full-Funding Principle for Nonprofits (English Full Version)" width="1200" height="675" src="https://www.youtube.com/embed/21wAwg7lNZU?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
</div></figure>



<p></p>



<p></p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/a-viewing-guide-for-discussion-action-for-bake-a-difference-the-full-funding-principle/">A Viewing Guide for Discussion &#038; Action for &#8220;Bake A Difference: The Full-Funding Principle&#8221;</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14205</post-id>	</item>
		<item>
		<title>Guide to Accounting</title>
		<link>https://www.shared-impact.com/knowledge-hub/guide-to-accounting/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=guide-to-accounting</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Fri, 05 Jan 2024 06:01:30 +0000</pubDate>
				<category><![CDATA[Accounting]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14197</guid>

					<description><![CDATA[<p>Accounting, often referred to as the language of business, is the measurement, processing, and communication of any financial and non-financial information of economic activities, lays the cornerstone for any business. </p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-accounting/">Guide to Accounting</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Accounting, often referred to as the language of business, is the measurement, processing, and communication of any financial and non-financial information of economic activities, lays the cornerstone for any business. Well-organized bookkeeping can provide you with key figures that help you determine whether the firm is operating healthily and in what aspect the performance can be improved. It also equips you with the documents to be disclosed to external users to understand your business.</p>



<p></p>



<nav class="wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-53456fc" data-block-id="53456fc"><p class="stk-table-of-contents__title">Table of Contents</p><ul class="stk-table-of-contents__table"><li><a href="#undefined">1. Why accounting?</a></li><li><a href="#undefined">2. Accounting Basics</a><ul><li><a href="#undefined">1.1 The Accounting Principle</a></li><li><a href="#undefined">1.2 Double-entry accounting</a></li><li><a href="#undefined">1.3 Understanding the Balance Sheet</a></li></ul></li><li><a href="#undefined">Templates</a><ul><li><a href="#undefined">1.4 Understanding the Statement of Income</a></li></ul></li><li><a href="#undefined">Additional Readings:</a></li><li><a href="#undefined">PS!</a></li></ul></nav>



<p></p>



<h2 class="wp-block-heading">1. Why accounting?</h2>



<p>Financial accounting is the field of accounting concerned with the summary, analysis and reporting of financial transactions related to a business. This involves the preparation of financial statements available for public use. Stockholders, suppliers, banks, employees, government agencies, business owners, and other stakeholders are examples of people interested in receiving such information for decision making purposes.</p>



<p>It is important that you keep track of the money spent so that you can monitor the growth of your business. Keeping every account organised and all in one place would allow you to access financial transactions easily.</p>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-82d1fef" data-block-id="82d1fef"></div>



<h2 class="wp-block-heading">2. Accounting Basics</h2>



<h3 class="wp-block-heading">1.1 The Accounting Principle</h3>



<p class="has-text-align-center">ASSETS = LIABILITIES + EQUITY</p>



<ul class="wp-block-list">
<li>Assets: includes both&nbsp;<em>current assets</em>&nbsp;(items that are expected to convert into cash within a year; e.g. cash, cheques, accounts receivable, inventory and prepaid expense) and&nbsp;<em>non-current assets</em>&nbsp;(items which full values would not be recognized until after a year; e.g. land, equipment and machinery)</li>



<li>Liabilities: similarly, there are current liabilities (short-term debts that are due within a year; accounts payables, notes payable, unearned revenues) and non-current liabilities (long-term debts that are to be repaid after a year or longer). A key differentiation would be the time of the payment vs the time of acquiring the said items.</li>



<li>Equity: relates to the owners&#8217; withdrawals, owners&#8217; capitals, revenues, expenses</li>
</ul>



<p></p>



<h3 class="wp-block-heading">1.2 Double-entry accounting</h3>



<p>This essentially means we always have two entries for each transactions</p>



<ul class="wp-block-list">
<li>one for DEBIT one for CREDIT.</li>
</ul>



<p>!<a href="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c802ea4e-15a7-4e73-9b42-dcb1cf05cdb1/IMG_2716.jpg">https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c802ea4e-15a7-4e73-9b42-dcb1cf05cdb1/IMG_2716.jpg</a></p>



<p>When we take out money from our bank account to pay for an expense,</p>



<p>we always CR (-) Savings account (it is a current asset) and DR (+) the expense.</p>



<p>→ there will never be a time where there are two CR and two DR!</p>



<p></p>



<h3 class="wp-block-heading">1.3 Understanding the Balance Sheet</h3>



<ul class="wp-block-list">
<li>Balance sheet is a financial snapshot at a specific time point, which categorizes and lists out the current balance of each account that belongs to either assets, liabilities, or equity.</li>
</ul>



<p>Here is an example</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-9d1f50d" data-block-id="9d1f50d"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14198" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67.png" width="1587" height="1853" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67.png 1587w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67-257x300.png 257w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67-877x1024.png 877w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67-768x897.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-67-1316x1536.png 1316w" sizes="(max-width: 1587px) 100vw, 1587px" /></figure></div>



<ul class="wp-block-list">
<li>Understanding the items in balance sheet<strong>Assets</strong><ul><li>Inventories: the merchandise that your business retains for sale</li><li>Accounts receivables: the short-term amount that the clients have not paid for the goods and services a company has provided.</li><li>Property, plant and equipment, net: the fixed assets a company holds. Net means disregarding the depreciation</li><li>Depreciation: any long-term assets wear out during its life span, thus decrease in value over time. Depreciation is used to describe the loss of value of these assets.</li><li>Goodwill: the value of a company that exceeds its market value, usually for its reputation or patronage</li><li>Intangibles: assets like trademarks, patents, etc. are categorized as intangibles.</li></ul><strong>Liability</strong><ul><li>Accounts payable: the amounts already incurred but not yet paid, usually to your suppliers, .</li><li>Unearned revenue: the revenue received in advance for goods or services not yet rendered.</li><li>Accrued expense: the expenses incurred but not yet paid.</li></ul><strong>Stockholders’ Equity</strong>
<ul class="wp-block-list">
<li>Common stock: the total amount of stockholder’s investment into the company</li>



<li>Retained earnings: total profits or losses since the company’s inception.</li>
</ul>
</li>
</ul>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-920006b" data-block-id="920006b"></div>



<h2 class="wp-block-heading">Templates</h2>



<p><img src="https://s.w.org/images/core/emoji/17.0.2/72x72/2764.png" alt="❤" class="wp-smiley" style="height: 1em; max-height: 1em;" /> FSI has prepared for you the essential templates that facilitate your bookkeeping. Click the links below to check them out!</p>



<p><a href="https://www.notion.so/Payslip-Template-1835e8c9b1ec48a997a2cd1b73bc736d?pvs=21">Payslip Template</a></p>



<p><a href="https://www.notion.so/Invoice-Template-e2f6cb3d7bce4156b23f52704da9be5f?pvs=21">Invoice Template</a></p>



<p><a href="https://www.notion.so/5d3d538264d548d7a6244f59d05c5df8?pvs=21">Receipt Template</a></p>



<p></p>



<h3 class="wp-block-heading">1.4 Understanding the Statement of Income</h3>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-1202f9b" data-block-id="1202f9b"></div>



<h2 class="wp-block-heading">Additional Readings:</h2>



<ul class="wp-block-list">
<li>12 Reasons to Keep Digital Accounting Records: <a href="https://bestchoiceaccountancy.co.uk/reasons-to-keep-digital-accounting-records/">https://bestchoiceaccountancy.co.uk/reasons-to-keep-digital-accounting-records/</a></li>
</ul>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-6986b8e" data-block-id="6986b8e"></div>



<h2 class="wp-block-heading">PS!</h2>



<p>At <a href="http://www.shared-impact.com/">FSI</a> we’re always seeking to improve, so if you have any feedback on this guide/template, please do not hesitate to let us know.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-accounting/">Guide to Accounting</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14197</post-id>	</item>
		<item>
		<title>Receiving Google Ads Grants as an NPO</title>
		<link>https://www.shared-impact.com/knowledge-hub/receiving-google-ads-grants-as-an-npo/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=receiving-google-ads-grants-as-an-npo</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Thu, 04 Jan 2024 09:41:36 +0000</pubDate>
				<category><![CDATA[Accounting]]></category>
		<category><![CDATA[Communications & Marketing]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14129</guid>

					<description><![CDATA[<p>This guide focuses on how to receive google Ads Grants of up to $10,000 per month in ad spend as an NPO.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/receiving-google-ads-grants-as-an-npo/">Receiving Google Ads Grants as an NPO</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<pre class="wp-block-code"><code>Google Ads is an incredible channel to advertise your business, campaign, website, etc. For more details about Google Ads, please refer to <a href="https://www.shared-impact.com/knowledge-hub/guide-to-google-ads/">Guide to Google Ads</a>. This guide focuses on how to receive google Ads Grants of up to $10,000 per month in ad spend as an NPO.</code></pre>



<nav class="wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-1c68ab3" data-block-id="1c68ab3"><p class="stk-table-of-contents__title">Table of Contents</p><ul class="stk-table-of-contents__table"><li><a href="#undefined">How to Receive Google Ads Grants as an NPO</a><ul><li><a href="#undefined">To be eligible for Google Ads Grants</a></li><li><a href="#undefined">What do I need to do in order to use Google Ads Grants?</a></li></ul></li><li><a href="#undefined">Additional Readings:</a></li><li><a href="#undefined">PS!</a></li></ul></nav>



<h2 class="wp-block-heading">How to Receive Google Ads Grants as an NPO</h2>



<p>Google offers a hugely generous grant (up to $10k per month in ad spend), and if the ads are set up correctly, they deliver highly engaged and valuable traffic. Yet many charities and nonprofit organisations either don’t take advantage of it or have an account that was set up years back and neglected ever since.</p>



<p></p>



<h3 class="wp-block-heading">To be eligible for Google Ads Grants</h3>



<p><a href="https://www.techdonation.org.hk/">https://www.techdonation.org.hk/</a></p>



<ol class="wp-block-list">
<li><strong>Access the link above and register your organisation as a Non-profit organisation.</strong></li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-34edb30" data-block-id="34edb30"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14173" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61.png" width="2254" height="1362" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61.png 2254w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61-300x181.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61-1024x619.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61-768x464.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61-1536x928.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-61-2048x1238.png 2048w" sizes="(max-width: 2254px) 100vw, 2254px" /></figure></div>



<ol class="wp-block-list" start="2">
<li>Make sure your website meets the below requirements:</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-bd8d3ac" data-block-id="bd8d3ac"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14174" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62.png" width="1882" height="1504" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62.png 1882w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62-300x240.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62-1024x818.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62-768x614.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-62-1536x1227.png 1536w" sizes="(max-width: 1882px) 100vw, 1882px" /></figure></div>



<p></p>



<p><strong>What Google Ads Grants require is a block of time for you to:</strong></p>



<ol class="wp-block-list">
<li>Learn how they work</li>



<li>Set up some basic campaigns (e.g., Brand campaign to promote your website)</li>
</ol>



<p>Once that’s done, the account will only require small amounts of care and feeding, approximately two hours a month.</p>



<p></p>



<h3 class="wp-block-heading">What do I need to do in order to use Google Ads Grants?</h3>



<p><strong>If you’re not yet using Google Ads Grants, you’ll need to:</strong></p>



<ol class="wp-block-list">
<li>Set up a new Google Ads account</li>



<li>Create some campaigns</li>



<li>Connect it to your Google Analytics and import conversions</li>



<li>Sign up for the Google Non-Profits programme</li>



<li>Apply to activate your Ads account under the Google grant programme</li>
</ol>



<p>Step 5 can take quite a while to happen: Google says the current waiting time is 10-15 working days, but it often takes longer. Meanwhile, you can work away on getting more ad campaigns written and published while you’re waiting for the account to be activated.</p>



<p>*<strong>Look out for notifications in your account for customised tips and educational webinars hosted by the Google Ad Grants team.</strong></p>



<p></p>



<h2 class="wp-block-heading">Additional Readings:</h2>



<ul class="wp-block-list">
<li><a href="https://www.shared-impact.com/knowledge-hub/guide-to-google-ads/">Guide to Google Ads</a></li>
</ul>



<p></p>



<h2 class="wp-block-heading">PS!</h2>



<pre class="wp-block-code"><code> At <a href="http://www.shared-impact.com/">FSI</a> we’re always seeking to improve, so if you have any feedback on this guide/template, please do not hesitate to let us know.</code></pre>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/receiving-google-ads-grants-as-an-npo/">Receiving Google Ads Grants as an NPO</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></content:encoded>
					
		
		
		<post-id xmlns="com-wordpress:feed-additions:1">14129</post-id>	</item>
		<item>
		<title>Guide to Setting Up Google Analytics</title>
		<link>https://www.shared-impact.com/knowledge-hub/guide-to-setting-up-google-analytics/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=guide-to-setting-up-google-analytics</link>
		
		<dc:creator><![CDATA[Editor FSI]]></dc:creator>
		<pubDate>Thu, 04 Jan 2024 04:51:52 +0000</pubDate>
				<category><![CDATA[Accounting]]></category>
		<category><![CDATA[Communications & Marketing]]></category>
		<category><![CDATA[Fundraising & Finance]]></category>
		<category><![CDATA[Social Impact Knowledge Hub]]></category>
		<category><![CDATA[Guide]]></category>
		<guid isPermaLink="false">https://www.shared-impact.com/?p=14086</guid>

					<description><![CDATA[<p> Google Analytics, now in its fourth iteration (GA4), is a user-friendly but advanced tool which collects real-time data and provides you with a wide range of useful insights that can be applied towards your marketing efforts. </p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-setting-up-google-analytics/">Guide to Setting Up Google Analytics</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<nav class="wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-5eef7f7" data-block-id="5eef7f7"><p class="stk-table-of-contents__title">Table of Contents</p><ul class="stk-table-of-contents__table"><li><a href="#google-analytics-ga-which-version-are-you-using">Google Analytics (GA): Which version are you using?</a></li><li><a href="#how-can-ga-4-assist-and-support-business-owners">How can GA4 assist and support business owners?</a></li><li><a href="#having-access-to-the-above-data-is-core-to-improving-your-business-operations">Having access to the above data is core to improving your business operations</a></li><li><a href="#a-initial-setup">a) Initial Setup</a><ul><li><a href="#1-account-setup">1) Account Setup</a></li><li><a href="#undefined">2) Property Setup</a></li><li><a href="#undefined">3) About your Business</a></li></ul></li><li><a href="#undefined">b) Link your Data Sources</a></li><li><a href="#undefined">c) Adding Google Analytics script to your website (Wix/Wordpress)</a><ul><li><a href="#undefined">Connecting Wix website</a></li><li><a href="#undefined">Connecting WordPress website</a></li></ul></li><li><a href="#undefined">d) Share Access on Google Analytics with Other People</a></li><li><a href="#undefined">e) How to email yourself a recurring report</a></li><li><a href="#undefined">f) How to set up and manage view filters</a></li></ul></nav>



<h1 class="wp-block-heading" id="why-use-google-analytics">Why use Google Analytics?</h1>



<p>As a business owner, you are always thinking to improve your revenue, operations and consumer engagement. Google Analytics, now in its fourth iteration (GA4), is a user-friendly but advanced tool which collects real-time data and provides you with a wide range of useful insights that can be applied towards your marketing efforts. GA4 is also very effective in the long term, as it can help entrepreneurs predict client behavior and create innovative ideas to continuously re-invent as a company.</p>



<p></p>



<h3 class="wp-block-heading" id="google-analytics-ga-which-version-are-you-using">Google Analytics (GA): Which version are you using?</h3>



<p>It was announced that on 1st July 2023, the previous generation of GA, Universal Analytics (UA), will stop all processes and be completely replaced by its most recent successor, Google Analytics 4 (GA4). Thus, users who are still relying on UA for data processing are strongly recommended to make the switch to GA4 in order to prevent any potential loss of information, as well as to begin collecting data in GA4 as soon as possible.</p>



<p>First, let’s check which version you are using right now:</p>



<ul class="wp-block-list">
<li>If you created your account after October 14 2020, you are already using GA4 and no switching actions are required.</li>



<li>If you created your account before October 14 2020, and have not yet created a new GA4 property, you are still using UA.</li>
</ul>



<p>In the case that your business is still using UA, here are the steps you can take to prepare for switching to GA4 going forward.</p>



<ul class="wp-block-list">
<li><a href="https://support.google.com/analytics/answer/10759417">Essential migration steps for GA4</a></li>



<li><a href="https://support.google.com/analytics/answer/1038573">Export historical reports from UA to GA4</a></li>
</ul>



<p>More information to help with your UA to GA4 conversion can be found&nbsp;<a href="https://support.google.com/analytics/?hl=en#topic=10737980">here</a>!</p>



<p></p>



<h3 class="wp-block-heading" id="how-can-ga-4-assist-and-support-business-owners">How can GA4 assist and support business owners?</h3>



<p>The following are some of the metrics GA4 can deliver regarding your website’s performance:</p>



<ul class="wp-block-list">
<li>The number of visitors your pages gets</li>



<li>Frequency of visits</li>



<li>Channels through which visitors access your pages</li>



<li>How long visitors stay on your pages</li>



<li>Performance of your Google Ads</li>



<li>Visitor conversion rates &#8211; percentage of visitors who stay and complete desirable actions on your website, such as filling out a form or buying a product</li>



<li>Visitor bounce rates &#8211; percentage of sessions in which visitors leave the website after only viewing a single page</li>



<li></li>
</ul>



<h3 class="wp-block-heading" id="having-access-to-the-above-data-is-core-to-improving-your-business-operations">Having access to the above data is core to improving your business operations</h3>



<p>What actionable insights we can automatically obtain with the data above?</p>



<ul class="wp-block-list">
<li>Provides quantitative measures of your performance in each page of your website</li>



<li>Gain a deeper understanding of which product/ service visitors come to your pages for</li>



<li>Identify target groups and construct optimal channels based on the provided data</li>



<li>Measure your marketing and Google Ads effectiveness &amp; efficiency</li>
</ul>



<div class="wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-70e9f5e" data-block-id="70e9f5e"></div>



<h1 class="wp-block-heading" id="basics-of-google-analytics">Basics of Google Analytics</h1>



<ol class="wp-block-list">
<li>Initial Setup</li>



<li>Link your Data Sources</li>



<li>Adding Google Analytics Script to your Website (Wix/ WordPress)</li>



<li>Share Access to Other People</li>



<li>How to Email Yourself a Recurring Report</li>
</ol>



<p></p>



<h2 class="wp-block-heading" id="a-initial-setup">a) Initial Setup</h2>



<p>The first step to using google analytics is to set up your account and link the data sources.</p>



<p></p>



<h3 class="wp-block-heading" id="1-account-setup">1) Account Setup</h3>



<ol class="wp-block-list">
<li>Head over to&nbsp;<a href="https://analytics.google.com/">https://analytics.google.com/</a>&nbsp;, and press ‘start measuring’</li>



<li>Insert your account name and choose data sharing settings options.</li>



<li>Make sure you read and check which data sharing options you want to enable.</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-d7a2d22" data-block-id="d7a2d22"><style>.stk-d7a2d22{margin-bottom:25px !important}</style><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14088" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled.png" width="2870" height="1486" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled.png 2870w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-300x155.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-1024x530.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-768x398.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-1536x795.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2048x1060.png 2048w" sizes="(max-width: 2870px) 100vw, 2870px" /></figure></div>



<h3 class="wp-block-heading">2) Property Setup</h3>



<ol class="wp-block-list">
<li>Insert your property name, and set reporting time zone along with the currency of your choice. Google Analytics will provide you with the reports in your chosen time zone and currency.
<ol class="wp-block-list">
<li>Note that you can register multiple properties later on. Make sure you insert the relevant and specific property names! i.e. Stevie Corp Website, Stevie Corp marketing campaigns website, etc.</li>
</ol>
</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-f498cd6" data-block-id="f498cd6"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14089" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2.png" width="2868" height="1470" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2.png 2868w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2-300x154.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2-1024x525.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2-768x394.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2-1536x787.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-2-2048x1050.png 2048w" sizes="(max-width: 2868px) 100vw, 2868px" /></figure></div>



<h3 class="wp-block-heading">3) About your Business</h3>



<p>You will then be asked to provide relevant information about your organization.</p>



<ol class="wp-block-list">
<li>Industry</li>



<li>Size of your organization</li>



<li>What you would like to achieve through Google Analytics (GA4 will still provide you with the same interface and service, but its AI suggestions in the future may vary depending on your choices.)</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-e905edd" data-block-id="e905edd"><style>.stk-e905edd .stk-img-wrapper{width:100% !important;height:613px !important}</style><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14090" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3.png" width="2870" height="1480" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3.png 2870w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3-300x155.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3-1024x528.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3-768x396.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3-1536x792.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-3-2048x1056.png 2048w" sizes="(max-width: 2870px) 100vw, 2870px" /></figure></div>



<h2 class="wp-block-heading">b) Link your Data Sources</h2>



<p>If you have completed setting up your account and properties, you will be able to see the ‘Admin’ page in Google Analytics 4. Now link your data sources in the Admin page by following the below steps:</p>



<ol class="wp-block-list">
<li>In the property tab, click ‘Data Streams’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-048c144" data-block-id="048c144"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14091" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4.png" width="2874" height="1340" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4.png 2874w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4-300x140.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4-1024x477.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4-768x358.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4-1536x716.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-4-2048x955.png 2048w" sizes="(max-width: 2874px) 100vw, 2874px" /></figure></div>



<ol class="wp-block-list" start="2">
<li>Select a platform of data stream source that you would like to track in Google Analytics</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-d390ed3" data-block-id="d390ed3"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14092" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5.png" width="2874" height="1326" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5.png 2874w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5-300x138.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5-1024x472.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5-768x354.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5-1536x709.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-5-2048x945.png 2048w" sizes="(max-width: 2874px) 100vw, 2874px" /></figure></div>



<ol class="wp-block-list" start="3">
<li>insert your Website URL, and the name of the data stream</li>
</ol>



<ul class="wp-block-list">
<li>We recommend you allow ‘enhanced measurement’ for Google Analytics 4 to measure various data.</li>
</ul>



<div class="wp-block-stackable-image stk-block-image stk-block stk-6837d23" data-block-id="6837d23"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14093" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6.png" width="2880" height="1366" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6.png 2880w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6-300x142.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6-1024x486.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6-768x364.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6-1536x729.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-6-2048x971.png 2048w" sizes="(max-width: 2880px) 100vw, 2880px" /></figure></div>



<ol class="wp-block-list" start="4">
<li>Link created &#8211; your data stream will now appear on the ‘Admin’ page</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-714e7ac" data-block-id="714e7ac"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14094" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7.png" width="2880" height="1352" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7.png 2880w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7-300x141.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7-1024x481.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7-768x361.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7-1536x721.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-7-2048x961.png 2048w" sizes="(max-width: 2880px) 100vw, 2880px" /></figure></div>



<h2 class="wp-block-heading">c) Adding Google Analytics script to your website (Wix/Wordpress)</h2>



<p>For Google Analytics to extract and track the data flow regarding in and out of your website, you need to connect your website with the tracking ID or insert the tracking code lines into your HTML file.</p>



<h3 class="wp-block-heading">Connecting Wix website</h3>



<ol class="wp-block-list">
<li>Go to ‘Property User Management’ → ‘Tracking Info’ → ‘Tracking Code’ → Copy the ‘Tracking ID’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-becdfdc" data-block-id="becdfdc"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14095" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8.png" width="2334" height="1344" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8.png 2334w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8-300x173.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8-1024x590.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8-768x442.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8-1536x884.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-8-2048x1179.png 2048w" sizes="(max-width: 2334px) 100vw, 2334px" /></figure></div>



<ol class="wp-block-list" start="2">
<li>Go on Wix → Select the website you want to connect with GA4</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-bac8a68" data-block-id="bac8a68"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14096" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9.png" width="2316" height="1018" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9.png 2316w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9-300x132.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9-1024x450.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9-768x338.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9-1536x675.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-9-2048x900.png 2048w" sizes="(max-width: 2316px) 100vw, 2316px" /></figure></div>



<ol class="wp-block-list" start="3">
<li>Click on ‘Analytics &amp; Reports’ → ‘Old Analytics’</li>
</ol>



<div class="wp-block-stackable-columns stk-block-columns stk-block stk-0d2f825" data-block-id="0d2f825"><div class="stk-row stk-inner-blocks stk-block-content stk-content-align stk-0d2f825-column">
<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-4056aa9" data-v="4" data-block-id="4056aa9"><div class="stk-column-wrapper stk-block-column__content stk-container stk-4056aa9-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-4056aa9-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-0119770" data-block-id="0119770"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14097" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-10.png" width="716" height="926" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-10.png 716w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-10-232x300.png 232w" sizes="(max-width: 716px) 100vw, 716px" /></figure></div>
</div></div></div>



<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-32bc48d" data-v="4" data-block-id="32bc48d"><div class="stk-column-wrapper stk-block-column__content stk-container stk-32bc48d-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-32bc48d-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-b561425" data-block-id="b561425"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14098" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-11.png" width="704" height="800" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-11.png 704w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-11-264x300.png 264w" sizes="(max-width: 704px) 100vw, 704px" /></figure></div>
</div></div></div>
</div></div>



<ol class="wp-block-list" start="4">
<li>Press ‘Go to Marketing Tools’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-9478ea4" data-block-id="9478ea4"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14099" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12.png" width="2534" height="954" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12.png 2534w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12-300x113.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12-1024x386.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12-768x289.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12-1536x578.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-12-2048x771.png 2048w" sizes="(max-width: 2534px) 100vw, 2534px" /></figure></div>



<ol class="wp-block-list" start="5">
<li>Scroll down to find ‘Marketing Integrations’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-c9ad06c" data-block-id="c9ad06c"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14100" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13.png" width="1862" height="802" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13.png 1862w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13-300x129.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13-1024x441.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13-768x331.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-13-1536x662.png 1536w" sizes="(max-width: 1862px) 100vw, 1862px" /></figure></div>



<ol class="wp-block-list" start="6">
<li>Find ‘Google Analytics’ → Click on ‘Connect’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-385a5eb" data-block-id="385a5eb"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14101" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14.png" width="1862" height="1112" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14.png 1862w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14-300x179.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14-1024x612.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14-768x459.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-14-1536x917.png 1536w" sizes="(max-width: 1862px) 100vw, 1862px" /></figure></div>



<ol class="wp-block-list" start="7">
<li>Click on ‘Connect Google Analytics’ on the top right → Paste your GA4 ‘Tracking ID’ in the pop-up and save.</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-344e0ea" data-block-id="344e0ea"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14102" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15.png" width="1826" height="1002" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15.png 1826w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15-300x165.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15-1024x562.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15-768x421.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-15-1536x843.png 1536w" sizes="(max-width: 1826px) 100vw, 1826px" /></figure></div>



<h3 class="wp-block-heading">Connecting WordPress website</h3>



<ol class="wp-block-list">
<li>Your WordPress Admin page → ‘Plugins’ → ‘Add New’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-f595a42" data-block-id="f595a42"><style>.stk-f595a42{margin-bottom:23px !important}</style><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14103" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16.png" width="1258" height="1260" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16.png 1258w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16-300x300.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16-1022x1024.png 1022w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16-150x150.png 150w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-16-768x769.png 768w" sizes="(max-width: 1258px) 100vw, 1258px" /></figure></div>



<ol class="wp-block-list" start="2">
<li>Search ‘Site kit by google’ → install and activate it</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-ad9748f" data-block-id="ad9748f"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14104" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17.png" width="2528" height="1026" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17.png 2528w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17-300x122.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17-1024x416.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17-768x312.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17-1536x623.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-17-2048x831.png 2048w" sizes="(max-width: 2528px) 100vw, 2528px" /></figure></div>



<ol class="wp-block-list" start="3">
<li>Once you activate it, you will see a page like below → Press ‘Start Setup’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-d731867" data-block-id="d731867"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14106" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19.png" width="2518" height="1104" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19.png 2518w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19-300x132.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19-1024x449.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19-768x337.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19-1536x673.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-19-2048x898.png 2048w" sizes="(max-width: 2518px) 100vw, 2518px" /></figure></div>



<ol class="wp-block-list" start="4">
<li>Sign in to your Google account connected to GA4</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-72f26c2" data-block-id="72f26c2"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14105" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18.png" width="2388" height="1070" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18.png 2388w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18-300x134.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18-1024x459.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18-768x344.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18-1536x688.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-18-2048x918.png 2048w" sizes="(max-width: 2388px) 100vw, 2388px" /></figure></div>



<ol class="wp-block-list" start="5">
<li>Click ‘Go to my Dashboard’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-e25867d" data-block-id="e25867d"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14107" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20.png" width="2414" height="1192" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20.png 2414w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20-300x148.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20-1024x506.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20-768x379.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20-1536x758.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-20-2048x1011.png 2048w" sizes="(max-width: 2414px) 100vw, 2414px" /></figure></div>



<ol class="wp-block-list" start="6">
<li>Click on ‘Analytics’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-9588740" data-block-id="9588740"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14108" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21.png" width="1862" height="784" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21.png 1862w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21-300x126.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21-1024x431.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21-768x323.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-21-1536x647.png 1536w" sizes="(max-width: 1862px) 100vw, 1862px" /></figure></div>



<ol class="wp-block-list" start="7">
<li>Press ‘Configure Analytics’</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-f826184" data-block-id="f826184"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14109" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22.png" width="1596" height="688" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22.png 1596w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22-300x129.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22-1024x441.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22-768x331.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-22-1536x662.png 1536w" sizes="(max-width: 1596px) 100vw, 1596px" /></figure></div>



<ol class="wp-block-list" start="8">
<li>Completed! Now GA4 can track your website and you can see the web traffic data.</li>
</ol>



<div class="wp-block-stackable-image stk-block-image stk-block stk-16ca97b" data-block-id="16ca97b"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14110" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23.png" width="1606" height="678" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23.png 1606w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23-300x127.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23-1024x432.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23-768x324.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-23-1536x648.png 1536w" sizes="(max-width: 1606px) 100vw, 1606px" /></figure></div>



<h2 class="wp-block-heading">d) Share Access on Google Analytics with Other People</h2>



<p>If you want to share GA access with your team members, interns, management, board members, or others, you do&nbsp;<strong>NOT</strong>need to share give the full log-in access to your registered email. Instead, you can share access by inviting them to your GA workspace by following the steps below.</p>



<ol class="wp-block-list">
<li><strong>Click on ‘Admin’</strong></li>
</ol>



<p>When logged in click on &#8220;Admin&#8221; in the bottom left.</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-6f9de41" data-block-id="6f9de41"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14111" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-24.png" width="1118" height="906" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-24.png 1118w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-24-300x243.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-24-1024x830.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-24-768x622.png 768w" sizes="(max-width: 1118px) 100vw, 1118px" /></figure></div>



<ol class="wp-block-list" start="2">
<li><strong>Click on ‘User Management’</strong></li>
</ol>



<p>Click on &#8220;User Management&#8221; on the left column under &#8220;ACCOUNT&#8221;</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-13e7c23" data-block-id="13e7c23"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14112" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25.png" width="1914" height="908" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25.png 1914w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25-300x142.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25-1024x486.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25-768x364.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-25-1536x729.png 1536w" sizes="(max-width: 1914px) 100vw, 1914px" /></figure></div>



<ol class="wp-block-list" start="3">
<li><strong>Click on the ‘+’ icon</strong></li>
</ol>



<p>Click the + icon on the top right</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-6566871" data-block-id="6566871"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14113" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26.png" width="1872" height="692" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26.png 1872w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26-300x111.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26-1024x379.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26-768x284.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-26-1536x568.png 1536w" sizes="(max-width: 1872px) 100vw, 1872px" /></figure></div>



<ol class="wp-block-list" start="4">
<li><strong>Insert the email address you are inviting and the corresponding permissions</strong></li>
</ol>



<p>Write in the user(s)&#8217; email address and choose the appropriate permissions. We should take great caution in enabling users to &#8220;Manage users&#8221;, so generally that should not be toggled on.</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-64c0e81" data-block-id="64c0e81"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14114" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-27.png" width="1530" height="726" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-27.png 1530w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-27-300x142.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-27-1024x486.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-27-768x364.png 768w" sizes="(max-width: 1530px) 100vw, 1530px" /></figure></div>



<p>*<strong>The invited User can now log in to Google Analytics via their own email address and view the website data.</strong></p>



<p></p>



<h2 class="wp-block-heading">e) How to email yourself a recurring report</h2>



<p>(1) Go on the report that you wanna receive regularly. (’Audience Overview’ in this example)</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-3bf038a" data-block-id="3bf038a"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14115" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28.png" width="2594" height="1370" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28.png 2594w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28-300x158.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28-1024x541.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28-768x406.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28-1536x811.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-28-2048x1082.png 2048w" sizes="(max-width: 2594px) 100vw, 2594px" /></figure></div>



<p>(2) Adjust the timeframe as the period you want to receive reports and <em>set it as <strong>compare to previous period</strong>.</em></p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-d2a9fcd" data-block-id="d2a9fcd"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14116" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-29.png" width="1088" height="372" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-29.png 1088w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-29-300x103.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-29-1024x350.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-29-768x263.png 768w" sizes="(max-width: 1088px) 100vw, 1088px" /></figure></div>



<p>(3) Click ‘Share’ on the top right → insert your email → set the frequency</p>



<div class="wp-block-stackable-image stk-block-image stk-block stk-d3e4809" data-block-id="d3e4809"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14117" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30.png" width="2160" height="1064" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30.png 2160w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30-300x148.png 300w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30-1024x504.png 1024w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30-768x378.png 768w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30-1536x757.png 1536w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-30-2048x1009.png 2048w" sizes="(max-width: 2160px) 100vw, 2160px" /></figure></div>



<h2 class="wp-block-heading">f) How to set up and manage view filters</h2>



<p>You can exclude unwanted traffic and create custom views by creating and applying filters in GA4. For example, you can exclude internal traffic to show in your GA4 reports. However, edit permission is required in order to execute this action.</p>



<ol class="wp-block-list">
<li>Navigate to “Admin”. Then, select the property for which you want to create a filter for.</li>
</ol>



<div class="wp-block-stackable-columns stk-block-columns stk-block stk-880511c" data-block-id="880511c"><div class="stk-row stk-inner-blocks stk-block-content stk-content-align stk-880511c-column">
<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-8a5cd93" data-v="4" data-block-id="8a5cd93"><div class="stk-column-wrapper stk-block-column__content stk-container stk-8a5cd93-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-8a5cd93-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-7e80a5c" data-block-id="7e80a5c"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14118" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-31.png" width="728" height="546" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-31.png 728w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-31-300x225.png 300w" sizes="(max-width: 728px) 100vw, 728px" /></figure></div>
</div></div></div>



<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-44a5c0e" data-v="4" data-block-id="44a5c0e"><div class="stk-column-wrapper stk-block-column__content stk-container stk-44a5c0e-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-44a5c0e-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-cec6a13" data-block-id="cec6a13"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14119" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-32.png" width="728" height="546" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-32.png 728w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-32-300x225.png 300w" sizes="(max-width: 728px) 100vw, 728px" /></figure></div>
</div></div></div>
</div></div>



<ol class="wp-block-list" start="2">
<li>Navigate to “Filters” in the “View” column (far-right) and create a view for your filter. Then, select the view you just created to apply the filter to.</li>
</ol>



<div class="wp-block-stackable-columns stk-block-columns stk-block stk-c1fe17e" data-block-id="c1fe17e"><div class="stk-row stk-inner-blocks stk-block-content stk-content-align stk-c1fe17e-column">
<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-8809f3b" data-v="4" data-block-id="8809f3b"><div class="stk-column-wrapper stk-block-column__content stk-container stk-8809f3b-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-8809f3b-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-d937bae" data-block-id="d937bae"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14120" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-33.png" width="728" height="546" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-33.png 728w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-33-300x225.png 300w" sizes="(max-width: 728px) 100vw, 728px" /></figure></div>
</div></div></div>



<div class="wp-block-stackable-column stk-block-column stk-column stk-block stk-8d04b88" data-v="4" data-block-id="8d04b88"><div class="stk-column-wrapper stk-block-column__content stk-container stk-8d04b88-container stk--no-background stk--no-padding"><div class="stk-block-content stk-inner-blocks stk-8d04b88-inner-blocks">
<div class="wp-block-stackable-image stk-block-image stk-block stk-d4eb177" data-block-id="d4eb177"><figure class="stk-img-wrapper stk-image--shape-stretch"><img loading="lazy" decoding="async" class="stk-img wp-image-14121" src="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-34.png" width="728" height="546" srcset="https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-34.png 728w, https://www.shared-impact.com/wp-content/uploads/2024/01/Untitled-34-300x225.png 300w" sizes="(max-width: 728px) 100vw, 728px" /></figure></div>
</div></div></div>
</div></div>



<ol class="wp-block-list" start="3">
<li>Click the “+Add Filter” orange button in order to create a pre-defined or customized filter.</li>
</ol>



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<p>For more information on the different types of filters you can create, you can access:&nbsp;<a href="https://www.lovesdata.com/blog/google-analytics-filters">The 8 Most Important Google Analytics Filter</a>, or watch these tutorial videos!</p>



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<iframe title="Ways You Can Filter Data in Google Analytics – Google Analytics 4 (GA4) and Universal Analytics" width="1200" height="675" src="https://www.youtube.com/embed/KH1JbblXpGk?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
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<h1 class="wp-block-heading">What you can monitor with Google Search Console vs. Google Analytics</h1>



<p>In the world of digital marketing, Google Search Console (GSC) and Google Analytics (GA) are two instruments of massive influence with one shared objective: to increase website traffic. Both offer free services and are equally important to drastically enhance your website’s digital visibility to potential customers. GSC can monitor your website’s organic search position and identify webpages which lack optimization. On the other hand, GA delivers a broad range of metrics related to web traffic, such as engagement, demographic charts and the profitability of your Google Ads campaign. Below, we have summarized a list of the different features GSC and GA can help you monitor and display.</p>
<p>The post <a href="https://www.shared-impact.com/knowledge-hub/guide-to-setting-up-google-analytics/">Guide to Setting Up Google Analytics</a> appeared first on <a href="https://www.shared-impact.com">Foundation for Shared Impact</a>.</p>
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