The Donations Dashboard is a summarized view of information about your donations.
- Navigate to the Donations page and click Dashboard in the left-side menu.
The Donations Dashboard displays the Start and End Date at the top of the page with the following view options:
- Current Year
- Last Year
- Current Fiscal Year
- Last Fiscal Year
- Current Quarter
- Last Quarter
- Current Month
- Last Month
Click the time period that you want to display for the dashboard.
Located beneath the Start Date and End Date are four boxes that display the total Donations Amount, Number of Donations, Number of Donors, and the Number of Recurring Donations for the applied date range.
The Donation Trends bar graph displays the Number of Donors, Number of Donations, and the Donations Amount for the applied date range. The legend above the bar graph displays the blue line color as the Number of Donors, the red line color as the Number of Donations, and the green bars as the Donations Amount. Hover your cursor over the date bars to see the Number of Donors, Number of Donations, and Donations Amount for that date.
Donations Information Charts
Located at the bottom of the dashboard are two pie charts that display information for the applied date range.
- Top 10 Funds - Displays the top ten funds with the legend displaying each fund in a different color.
- Donations by Fund Group - Displays the donations by fund group with the legend displaying each fund group in a different color.