Dashboard
Your donor-development program at a glance — the headline numbers, what needs attention today, and how your donors break down.
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
The top of the screen shows four stat tiles — Total donors, Lifetime giving, Major donors, and Overdue next actions — followed by three clickable "needs attention" cards for Stewardship alerts, Open tasks, and Pipeline. 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
- Start with the four stat tiles for the big picture: how many donors you have, total lifetime giving, and how many majors.
- Check Donor retention (YoY) — it shows a green up-arrow when you're at or above your target, red when below.
- Compare Avg gift (this year) against last year — the trend badge shows the percentage change.
- 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
- Look at the Overdue next actions tile — any number above zero shows a red "action needed" trend, and the subtext tells you how many Tier A–D donors are missing a next-action date.
- Click the Stewardship alerts card to work through breaches (it turns red when there are high-priority items).
- Click Open tasks to see your team's workload, or Pipeline to jump to the board.
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.