Your Guide to the Giving Dashboard

Overview

The Giving Dashboard provides a quick snapshot of your organization’s digital giving activity. It displays key metrics like total volume, donor count, recurring gifts, and trends over time—all in one place.

Why

The dashboard helps ministry leaders and admins make informed decisions by showing real-time giving data in a visual, easy-to-understand format.

At a Glance

  • View total giving volume for the year, last 30 days, and all time
  • Track donor growth and recurring gifts
  • Monitor giving trends with interactive charts

Before You Begin

  • Ensure you have administrator access to the giving platform.
  • Confirm your data filters (date range, campus, fund) are set correctly for accurate results.


Access the Dashboard

Log in to your giving platform and select Dashboard from the main navigation menu.

Review Key Metrics

  • Total Volume: Displays giving totals for the selected time frame.
  • Number of Donors: Shows how many donors have given during the period.
  • Average Payment: Indicates the average gift amount.
  • Recurring Gifts: Lists active recurring donations.
  • All-Time Totals: Shows cumulative giving volume and total donors since the platform was launched.
  • Last 30 Days: Displays monthly giving volume and the number of new donors added during the past 30 days.

Explore the Giving Overview Graph

  • Use the interactive chart to view trends over time. Adjust filters to change the date range or view by campus/fund.

  • IMPORTANT NOTES:
  • Dashboard data reflects the past 24 months; older data is archived.
  • New donor counts may update slightly before or after the current day.
  • Dashboard does not account for refunds, declines, or returns. Use Batch Deposit Reports for accurate accounting.

Troubleshooting

  • Missing Data? Check your filters and confirm you have the correct permissions.

FAQ

Q: How often is dashboard data updated?

A: Data updates in near real-time but may vary slightly depending on system activity.

Q: Can I view data older than 24 months?

A: No, data older than 24 months is archived and not visible on the dashboard.

Q: Does the dashboard include refunds or declined transactions?

A: No, for accurate accounting, use Batch Deposit Reports.

 

Updated