The dashboard

The first screen after you sign in is your organization's dashboard. Everything on it is live and uses your organization's time zone.

The four numbers

• This month: counted gifts so far this month, after refunds, with the gift count and the change against the same point last month.
• Year to date: counted gifts since January 1, after refunds, against the same period last year.
• Monthly recurring: what your active recurring plans add up to per month (yearly plans are divided by twelve), the number of active plans, and how many are past due.
• Active donors: donors who gave in the last 12 months, how many are new this month, and your total donor count.

"Counted" means succeeded or partially refunded gifts; failed, pending and fully refunded gifts are excluded.

Last 12 months

A bar per month of net giving. Hover a bar for the amount and the number of gifts. Reports → opens the full reports page.

Needs attention

This card appears only when there's something to do, and contains at most three lines:

• N thank-yous to send: gifts waiting in the thank-you queue. Opens Thank-yous.
• N recurring gifts past due: plans whose retries have run out and need a new card. Opens Recurring filtered to past due.
• N deposits to check: Stripe payouts whose gifts, fees and refunds don't yet tie out to the amount deposited. Opens the Deposits report.

Disputes, QuickBooks errors and open tasks are not on this card; find them on the Gifts page, the Accounting page and Donors → Tasks.

Getting started

Shown until the basics are done: add your EIN, connect payments, set up a fund, invite a teammate. Each line links to the right screen. Once every item is ticked the card disappears. If the Set-up helper is available for your account, a note points you to it in the bottom-right corner.

Other cards

• Recognize your monthly donors appears once you have three or more active recurring plans and no partner tiers yet, with a link to set them up.
• Top funds this year lists your funds by net giving since January 1.
• Recent gifts shows the latest gifts with donor, fund, date and status; All gifts → opens the Gifts page.
• In the sample organization, a Things to try card lists a short tour.

Quick actions

The buttons at the top depend on your role: Record gift (record a check, cash or in-kind gift), Add donor, and Send thank-yous (N) when the queue has gifts and you can send thank-yous.