Donors Dashboard – Foundant Technologies

The Donors Dashboard is a summarized view of information about your donors.

Navigate to the Donors page and click Dashboard in the left-side menu.

Filters

Custom reporting filters can be applied to the donors dashboard. Filter Reports provides additional guidance on using filters. Filters can be reloaded and saved for repeated use.
dashboard filter options

Date Filter

The current year will be the default filter for dashboards. This can be changed by clicking the Donation Date date filter and applying a different date filter.

Click the default date filter.
Add the applicable Add Filter Donation Date information, and then click Apply Report Filter.

Donors Information

Drill down into the data in graphs, charts, and boxes to see the custom reports from which the data is populated. Your cursor will turn into a pointer while hovering over fields that are drillable.

Located beneath the filters are four boxes that display the total Donations Amount, Number of Donations, Number of Donors, and the Number of New Donors for the applied date range.
donors information

Donation Trends

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.
donation trends graph

New Donors Trend

The New Donors Trend line graph displays the number of New Donors per month, dating back to the first recorded donor that made a contribution. Hover your cursor over the dots on the line to see the number of New Donors for that date.
new donors trend graph

Donor Type Distribution

The Donor Type Distribution pie chart displays the types of donors with the legend displaying each type distribution in a different color.
donor type distribution graph

LYBUNT and SYBUNT

Located beneath the New Donors Trend line graph and the Donor Type Distribution pie chart are two boxes that display the number of donors who gave Last Year But Unfortunately Not This year and Some Year But Unfortunately Not This year for the applied date range.
lybunt and sybunt information

Donors and Donations Information Graphs

Located at the bottom of the dashboard are five horizontal bar graphs that display information for the applied date range.

Top Individual Donors - Displays the donation amount of each individual donor.
Top Household Donors - Displays the donation amount of each household donor.
Top Org Donors - Displays the donation amount of each organization donor.
Top Funds by Number of Donors - Displays the donor count of each fund.
Top Funds by Donation Amount - Displays the donations total of each fund.