Dashboard

Find it: Left nav → Dashboard · Who can use it: Everyone. Org Admins / CDOs and Development Associates see the full program metrics; Board Viewers get a read-only, aggregate-only version.

What you'll see

If your donors were imported with historical giving totals, a Historical giving portfolio section comes first. It shows total active donors, reported lifetime giving, reported gifts, and the latest reported gift date, all labeled as imported. Next, Activity recorded in ThankFirst shows recorded giving, gifts recorded in ThankFirst, messages sent, major donors from recorded gifts, and operational follow-ups. Clickable "needs attention" cards for Stewardship alerts and Open tasks follow, plus Volunteer shifts when any are upcoming. Full-access roles also get a Program performance section with retention, reactivation, average gift, and lifetime value, plus charts for thank-you-ratio health, the pipeline funnel, campaign progress, and giving-circle fill. Lower down, Donors by category and Donors by tier break down your list, and a Committee activity table appears if you use committees. If a campaign season is active, a banner explains that ask-timing rules have switched to campaign mode.

How to read the KPIs

1. Start with the stat tiles for the big picture. Imported historical totals and activity recorded in ThankFirst are shown separately.
2. Check Donor retention (YoY) — it shows a green up-arrow when you're at or above your target, red when below.
3. Compare Avg gift (this year) against last year — the trend badge shows the percentage change.
4. Scan Thank-you ratio health: the segmented bar splits your donors into Healthy, Watch, and At risk. A large red segment means stewardship is slipping.

How to spot what needs attention

1. Look at the Operational follow-ups tile. Any overdue next actions show a red trend, and the subtext tells you how many Tier A–D donors are missing a next-action date.
2. Click the Stewardship alerts card to work through breaches (it turns red when there are high-priority items).
3. Click Open tasks to see your team's workload. To work donors at a particular stage, select that stage in the Pipeline funnel; it opens the donor list filtered to that stage.

Good to know

• Board view (Board Viewer role) shows only aggregate metrics — no donor names or personal information — and is fully read-only.
• The thank-you ratio is thank-you touches ÷ asks, measured against each donor's tier benchmark.
• Tiers run A (top 100 majors) through E (general pool); "Untiered" donors have no tier set yet.
• Not sure what a category means? Use What do these mean? next to "Donors by category" to open the glossary.