Creating Fund Indicator targets and reports

As a Convening Agent, you need to first sign up to a MERMAID account, login, then set up a project on MERMAID for your GFCR Programme. You can learn about how to create your MERMAID account and project on Getting Started.

Set up your GFCR project

1. When creating your project, use the name of your GFCR Programme (e.g., Miamba Yetu Program) for the project name on MERMAID.

2. Once your GFCR project has been created, open your project and go to 'Project Info' under 'Admin' on the left-hand menu bar.

3. Add a short description of your GFCR Programme in the 'Notes' field.

4. Add all organization names (including partner organizations) in the 'Organizations' field. If the organization name is not available in the dropdown options, you can suggest a new organization name to MERMAID. Read more on '4. Add Organizations' in Setting up a new project. Remember to include Global Fund for Coral Reefs in 'Organizations'. This is important for locating the GFCR Programmes portfolio on the MERMAID dashboard.

5. If you need to add other users that will enter ecological data or sets of Fund Indicators in the GFCR project, or that simply need to visualize data, go to 'Users' under 'Admin' and add users by entering their email address. You may change the role of each user inside this page between Admin, Collector or Read-Only, according to type of permissions they need. Learn more on 1. Add Users in Setting up a new project.

Only Admin users can create or edit GFCR reports and targets. Make sure to check each user's role to confirm they have the right permissions.

Enable the GFCR Indicators

GFCR Fund Indicators can be enabled by a single click inside your GFCR project.

1. To access the 'GFCR' page and create reports for Fund Indicators, you must first enable the GFCR Indicators by clicking the 'Enable GFCR Indicators for this project' button on the 'Project Info' page under the Admin section.

2. After you click the button, a 'GFCR' page will appear under the 'Admin' section on the left-hand menu bar.

3. Access this 'GFCR' page by clicking on the 'Go to GFCR Indicators' button from the 'Project Info' page or directly by clicking on the 'GFCR' page under the 'Admin' section on the lefthand menu bar.

On this page, you can create new sets of Fund Indicators as targets or reports, visualize them, make changes, and download them.

Create your target GFCR Fund Indicators

Each GFCR project should establish three sets of targets for the entire duration of the Programme. As new businesses / financial solutions are added to the Programme, these targets can be adjusted accordingly.

We recommend labelling each set of targets as "Phase 1 Target", "Mid-Term Target" and "Final Target" accordingly.

To create a new set of GFCR Fund Indicators as targets for your GFCR project:

1. Go to the 'GFCR' page, click on the '+ Create new' button, then select 'Target'.

2. Fill in the 'Title' and 'Reporting Date', click on the 'Create Indicator Set' button. Reporting date should should correspond to the end date of the reporting period for specific target.

3. You will visualize all 10 Fund Indicators (F1-F10) on the sidebar. Inside each section, add the values for each sub-indicator, then click on the 'Save' button on the top-right corner. If the value entered does not match the validation criteria (e.g., number is too large, not an integer number), the Fund Indicator will not be saved. You should verify your entry to ensure it is entered and saved correctly.

You can always make changes to your saved target indicators by selecting the set of targets your want to edit from list on the main 'GFCR' page.

Create a report of GFCR Fund Indicators

Each GFCR Programme will have a baseline report followed by bi-annual reports to track progress against established targets.

We recommend labelling each report as "Baseline," "Mid-Year Report," or "End-Year Report" accordingly.

The steps are very similar to creating a target for GFCR Fund Indicators:

1. Go to the 'GFCR' page, click on the '+ Create new' button, then select 'Report'.

2. Fill in the 'Title' and 'Reporting Date', click on the 'Create Indicator Set' button. The reporting date should correspond to the end date of the reporting period for either the baseline or bi-annual report (e.g., for an End-Year Report, the end date is December 31, so you would enter 31/12 followed by the year).

3. You will visualize all 10 Fund Indicators (F1-F10) on the sidebar. Inside each section, add the values for each sub-indicator, then click on the 'Save' button on the top-right corner. If the value entered does not match the validation criteria (e.g., number is too large, not an integer number), the Fund Indicator will not be saved. You should verify your entry to ensure it is entered and saved correctly.

Even if your GFCR Programme does not engage in specific activities related to any indicators, you are still required to report on all of them.

If your Programme does not engage in the activity, the default values are set to '0', and you may leave them as is if no related activities are being conducted.

You can always make changes to your saved reported indicators by selecting the report your want to edit from list on the main 'GFCR' page.

For all Fund Indicators, there is a 'Notes' field where you can add additional information to support the analysis and interpretation of your indicators, as well as for your annual narrative report to be submitted to GFCR.

MERMAID provides help text for each of the 36 sub-indicators to assist you with completing them. Simply click on the tool tip 'i' next to the sub-indicator or click on the 'Show Help' on the top right to show all the help texts for all sub-indicators.