Each bubble is a sponsor. Bubble area = EOY assets. Color = net-flow sign. Hover for detail; click to drill in.
Where the sponsors in your current filter sit, bucketed.
grants / avg(prior_year_eoy_assets, eoy_assets). When prior-year assets are missing for that sponsor, falls back to grants / eoy_assets and the cell is marked with a *.grants / number_of_daf_accounts. Skipped when accounts is missing or zero.contributions − grants. Positive = accumulating; negative = drawing down. The diverging palette deliberately avoids implying either is "bad".(contributions + grants) / eoy_assets. Total money moving through, per dollar of corpus.Stat cards sum numerators and denominators across the filtered sponsors, so big sponsors dominate appropriately. Net flow is a straight sum.
| Metric | Red | Amber | Neutral | Green |
|---|---|---|---|---|
| Payout % | < 5 | 5–10 | 10–20 | ≥ 20 |
| Avg grant | < $1K | $1K–$5K | $5K–$25K | ≥ $25K |
| Velocity | < 0.10 | 0.10–0.20 | 0.20–0.60 | ≥ 0.60 |
Default ON. With it on, every sponsor is reduced to the most recent fiscal year that survives the Year filter, so each row is comparable. Turn it off to see every (sponsor, year) row individually.