Article Topics

  • 20.0 - Dashboard Overview
  • 20.1 - How to Access the Fundraising Dashboard Page
  • 20.2 - Dashboard Page Interface
  • 20.3 - How to Adjust the Date Range of Displayed Data?

20.0 - Dashboard Overview


The Dashboard window will be your central hub for managing / track all fundraising data.  

20.1 - How to Access the Fundraising Dashboard Page


1. First, on the “Welcome Home” screen, select the “Fundraising” module located to the left-hand side of your screen in the sidebar menu.


2. Next, select the “Dashboard” option in the drop-down menu below Fundraising.


3. Your Dashboard page will now be displayed.

20.2 - Dashboard Page Interface


Report Parameters Include:


Total Donations: This section displays the number of donations given within the timeline specified in your selected data range.
 

Online Donations: This section displays the percent of donations that were conducted online within the timeline specified in your selected data range.
 

Offline Donations: This section displays the percent of donations that were conducted offline within the timeline specified in your selected data range.
 

Total Donors: This section displays the total number of donors that have contributed within the timeline specified.


Recurring Donors: This section displayed the percentage of recurring donors within the timeline specified in your selected data range.
 

Average Donations: This section will display the average amount given through donations within the timeline specified in your selected data range.
 

Donation History Comparison: This section will compare your donation history between the previous year versus the current year.
 

Donation by Fund: This section will display the percentage of customer donations based on individual entities customized to your cause.
 

(Donation by Fund Important Note) 

This section also grants the user the ability to set the data range to their desired span.

 

Donation by State: This section will display which state your donations are coming from.

 

(Donation by State Important Note) 

This section also grants the user the ability to set the data range to their desired span.


Donations by Frequency:  This section will display a comparison between one-time donations versus monthly donations.


Transaction Manager: This section will track and organize the following information listed below.


  • Transaction Date
  • Name of the Donor
  • Transaction ID
  • Payment Method
  • Frequency
  • Status
  • Source
  • Donation Amount

20.3 - How to Adjust the Date Range of Display Data


1. First, on the “Welcome Home” screen, select the “Fundraising” module located to the left-hand side of your screen in the sidebar menu.


2. Next, select the “Dashboard” option in the drop-down menu below Fundraising.


3. Your Dashboard window will now be displayed.


4. Once your Dashboard is displayed, you will notice several blocks projecting donation data all located in a central hub.If you look to the right-hand corner of your screen you will see the "Select Date" option. To alter your data range displayed you will need to select the "Select Data" box which will prompt a drop-down menu.


5. The drop-down menu option will allow you access to narrow down your data search based on a select group of timelines as-well as a custom range field.


  • Year to Date
  • Last 60 Days
  • Last 90 Days
  • Custom Range