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Simply360 features

Seeing your data

The everyday surfaces people use to scan, compare, report, and act on what is happening.

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What’s included

List and table views

Create focused tables and lists for the exact records, fields, sorting, and actions each workflow needs.

See how platform teams use this
  • A working list can show exactly the columns the task at hand needs.
  • Sorting and filters can turn one big table into this week’s short list.
  • Saved views keep the whole team working from the same list.
IncludedIncluded on every plan, including Free.

Detail views

Show one record with the sections, related records, actions, and context people need before they decide what to do.

See how platform teams use this
  • One page can show a record’s details, history, forms, payments, and next steps together.
  • A front-desk question can be answered from one screen while the caller is still on the phone.
  • Related records sit one click away instead of another search.
IncludedIncluded on every plan, including Free.

Calendar views

Turn date and date-range records into schedules that teams can scan by day, week, month, or operational context.

See how platform teams use this
  • Anything with a date can appear on a calendar without entering it twice.
  • Month, week, and day views can run planning meetings straight from live records.
  • A public calendar can stay current because it reads the same data.
IncludedIncluded on every plan, including Free.

Map views

Use address and location fields to show records geographically for routes, service areas, venues, or regional planning.

See how platform teams use this
  • Records with addresses can plot on a map for routes, regions, or outreach.
  • A map can reveal the geographic pattern a table hides.
IncludedIncluded on every plan, including Free.

Pivot views

Summarize records across dimensions so teams can compare activity by status, program, source, owner, or timeframe.

See how platform teams use this
  • Counts and totals can group by status, owner, month, or source in a couple of clicks.
  • A quick rollup can answer "how many, by what" without exporting to a spreadsheet.
IncludedIncluded on every plan, including Free.

Charts and stat views

Turn saved views into charts, stat cards, and quick readouts that explain what is happening without a spreadsheet export.

See how platform teams use this
  • A stat card can show the number that matters before a meeting starts.
  • Charts read live records, so they are never a week stale.
IncludedIncluded on every plan, including Free.

Saved filters

Save repeatable views of records so important lists are one click away instead of rebuilt by hand.

See how platform teams use this
  • A carefully built filter can be saved once and reused all season.
  • Shared filters keep everyone looking at the same slice of the data.
IncludedIncluded on every plan, including Free.

Dashboards and dashboard cards

Put key views, stats, reports, and actions on a role-friendly home surface for daily use.

See how platform teams use this
  • The morning can start from one screen: today’s lists, open follow-ups, and the numbers that matter.
  • Different roles can get different dashboards — the front line and the director each see what they need.
  • Every dashboard card links straight into the underlying list.
IncludedIncluded on every plan, including Free.

Reports

Build team and personal reports from live data without copying rows into a separate reporting system.

See how platform teams use this
  • A board-ready report can come from live data instead of a copy-paste ritual.
  • Reports can combine related records — people, payments, participation — in one output.
  • Anyone with permission can re-run a report without asking the person who built it.
IncludedIncluded on every plan, including Free.

Scheduled report deliveries

Send recurring report snapshots to the people who need them, on the rhythm the work requires.

See how platform teams use this
  • The Monday numbers can arrive by email before the Monday meeting.
  • A funder, board, or director can get a monthly report nobody has to remember to send.
Included with allowanceReports on demand on every plan; 5 scheduled deliveries/mo on the entry paid plan.
Pricing details
  • Larger public plans include up to 50 scheduled report deliveries/mo.

Report snapshots

Preserve the numbers as they looked at a point in time for board packets, grant files, and operational review.

See how platform teams use this
  • Month-end numbers can be frozen for the record even as the data keeps changing.
  • Trends can compare this month against the saved history of past snapshots.
IncludedIncluded on every plan, including Free.

Ready to see Simply360 in context?

We can walk through the features that matter for platform teams and leave the rest out of the way.

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