The Fundraising dashboard displays the number of donors and the total pledged amount for the current fiscal year, the current calendar year and the current week (Sunday to Saturday). It displays the number of new donors this week and the current value of all unpaid pledges. It charts the total pledge amount, the opportunity amount and the goal amount for appeals or funds. It also displays the largest pledges, new donations, donors attending events and donors without correspondence over specified date periods.
Fundraising Dashboard Report Criteria
The following table describes this dashboard report’s criteria:
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Criteria |
Description |
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Programs |
Enables you to filter the dashboard report based on fundraising program(s).
You can enter the name of the program in the field or click  to search for the program. For more information, refer to The Find Programs Dialog Box. |
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Campaigns |
Enables you to filter the dashboard report based on fundraising campaign(s).
You can enter the name of the campaign in the field or click to search for the campaign. For more information, refer to The Find Campaigns Dialog Box. |
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Appeal or Fund |
Enables you to filter the dashboard report based on whether you want to return financial information (Fund) or marketing information (Appeal). |
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Pledge Date Format |
Specifies the date to use for the dashboard report:
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Date Range
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Fiscal Year
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Previous 7 Days – This does not include today.
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Today
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Yesterday
This is the date that the pledge should take effect.
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Pledges From |
If you are entering a date range, this is the date from which data will be included in the dashboard report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Pledges Date Format' dropdown.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times. |
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Pledges To |
If you are entering a date range, this is the date to which data will be included in the dashboard report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is selected from the 'Pledges Date Format' dropdown.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times. |
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Largest/New Donors |
Enables you to filter the dashboard report based on the largest/newest donors:
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This Week: Displays the largest and newest donors this week (Sunday to Saturday)
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This Month: Displays the largest and newest donors this month
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Donors Attending Performances |
Enables you to filter the dashboard report based on whether donors are attending an event:
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Today: Customers who have donated and have admissions to an an event taking place today will be displayed.
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This Week: Customers who have donated and have admissions to an upcoming event taking place this week (Sunday to Saturday) will be displayed.
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Correspondence Lapsed Period |
Enables you to filter the dashboard report based on customers who have made donations, but do not a correspondence records within the Last 30 days or the Last 60 days. |
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Correspondence Lapsed Type |
Enables you to filter the dashboard report based on types of correspondence types that the customers have not received during the 'Correspondence Lapsed Period'.
To select more than one correspondence type, hold CTRL or SHIFT while making your selections. |
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Donor Attendance Total Donation Value Threshold |
Enables you to limit the total value of the donations that the 'Donors Attending Performances' will display (i.e. if the field is set to 5000, and a customer has made multiple donations that exceed $5,000, additional entires will not be displayed). |
Components Section
The components section is only available to dashboard reports. It is used to determine the way the sections of the report are actually displayed.
The following table outlines the configurable aspects of dashboard reports:
|
Field |
Description |
|
Row Number |
Determines the vertical order that the areas of the dashboard report will be displayed. If there is a gap between the row numbering (e.g. if components have been assigned 'Row Numbers' 1 and 3, but none have been assigned 2), a blank row will not be displayed on the AudienceView Desktop. |
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Column Order |
Determines the horizontal order of that areas of each row will be displayed. If there is a gap between the column ordering (e.g. if components within a single row have been assigned 'Column Order' 1 and 3, but none have been assigned 2), a blank column will not be displayed on the AudienceView Desktop. To leave a blank column, you must use the 'Column Indent Width' dropdown. |
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Column Width |
Determines how wide each component will stretch across a row. The dashboard is techincally 12 columns wide. Selecting one of the values from the dropdown will determine the percentage of the row that component will fill:
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3: 25%
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6: 50%
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9: 75%
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12: 100%
If the components on a single row exceed the maximum width, the component listed lower in the components section of the dashboard report will be forced to the next row on the AudienceView Desktop.
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Information
The combined values of the 'Column Width' and 'Column Width Indent' fields should not exceed 12 (i.e. 100%). |
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Column Indent Width |
Determines how far the components on a row will be indented from the left-hand side of the dashboard.
The dashboard is techincally 12 columns wide. Selecting one of the values from the dropdown will determine the percentage that row will be indented:
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3: 25%
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6: 50%
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9: 75%
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Information
The combined values of the 'Column Width' and 'Column Width Indent' fields should not exceed 12 (i.e. 100%). |
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