Dashboards visually represent what is happening within your Donorfy—from donations being added to the number of new enquiries to how your most recent appeal is performing and much, much more!
Aside from Donorfy's standard dashboards, Donorfy's visualisation brings the flexibility of Lists to Dashboards, allowing you to hone in on what matters most to you, your team, and your organisation.
Dashboards are configurable, allowing you to be creative with the data you add, how the tiles appear, and who you share it with (not all features are available to Essentials plan or Starter plan users).
Once tooled up with your knowledge of Dashboards, we have some examples of visualisations that you may find super useful and inspirational for your Dashboards sets.
In Donorfy, and depending on the type of Donorfy plan that you have, there are two types of Dashboards - Classic (Dashboard) and Custom (Dashboards new), these are described below:
Classic Dashboards are available to all paid Donorfy plans and will account for those Transactions that have been set to be included in the Giving Summary Stats and use the Accounting Date from a Transaction and are located in the Home area of your Donorfy, under the Dashboard tab:
Access to Classic Dashboards
All users will see the pre-set Dashboard tiles outlined below:
- Gift Income this week
- Gift Income this month
- Gift Income this year
(as per your Donorfy reporting year start date Settings > Account > Donorfy Settings) - Gift Aid ready to claim
- Donor pyramid
- Gift income this year vs last year
(as per your Donorfy reporting year start date Settings > Account > Donorfy Settings)
The Dashboards update overnight, so any Transactions with an Accounting Date of today will only be reflected in tomorrow's analysis.
Access to Dashboards is controlled by the permissions that your Donorfy Administrative has set for your user account. Permission can set the view of the Dashboards for each User in their Donorfy - see this article
There are 3 options:
- No Dashboard Access
- Selected Dashboard Tiles Only
- Full Dashboard Access
Using the 'Selected Dashboard Tiles Only' option allows you to personalise the tiles for each user so it's much more useful for their particular job / function / department - i.e the Finance Director will want to see different views than the Fundraising Administrator.
Can't see the Dashboards?
If you can not see Dashboard tiles within your Home area in Donorfy, please contact your Donorfy Administrator, who will then be able to grant you the access you require.
Managing your Dashboard Tiles
You can move tiles around the Dashboard by clicking and holding down the mouse button on the tile you would like to move, this will then allow you to drag the tile to your desired position. Places you can drop the tile are shown as a grey box as shown below:
Any changes you make to the layout are specific to the computer or device you are using - this allows you to optimise the layout e.g. if you are using a tablet.
You can alter the size of your Dashboard tiles to as big or as small as you like by clicking and holding the mouse button on the arrow symbol and then stretching or minimising to fit the area you would like it within, as shown below.
Please note that increasing the size of your tile may move other tiles around your screen so they can fit the space you want to size them to.
Please note that if you size a tile for viewing on a larger screen and then view the Dashboard on a smaller screen, the Dashboard tile(s) may not show their full details due to the Dashboard area being reduced in size.
Beyond the pre-set Dashboard tiles (see below), Donorfy Professional or Enterprise plan users can add (and remove) additional dashboards and also set various access levels as described below:
Pre-set Dashboard tiles
- Gift Income this week
- Gift Income this month
- Gift Income this year
(as per your Donorfy reporting year start date Settings > Account > Donorfy Settings) - Gift Aid ready to claim
- Donor pyramid
- Gift income this year vs last year
(as per your Donorfy reporting year start date Settings > Account > Donorfy Settings) - Pipeline (open Opportunities and Pledges)
Additional Dashboard Tiles
Funds
| Funds - Fund Income |
Shows total number of transactions, total given, largest and average gift for a selected fund
|
| Funds - Fund Income Last 12 Months | Shows total number of transactions, total given, largest and average gift for a selected fund over the 12 months |
Campaigns
| Campaigns - Monthly Income - Bar Chart |
Allows you to select two campaigns and compare the income received against each campaign over the 12 months starting from the date of the first donation received
|
| Campaigns - Campaign Status |
Shows total number of transactions, total given, largest and average gift for a selected campaign
|
| Campaigns - Top 5 Campaigns - Bar Chart |
Shows the top 5 campaigns based on money received |
| Campaigns - Top 5 Campaigns by ROI - Bar Chart |
Shows the top 5 campaigns based on return on investment - i.e. for every £ spent, how many £s did you raise? You need to enter expenses against your campaigns for this tile to work |
Summary
|
Summary - Non-Recurring Donations Last 12 Months |
Shows total, number, smallest & largest non-recurring donations for the last 12 months Shows total number of transactions, total given, largest and average gift for a selected fund over the 12 months Non-recurring donations are donations not associated with recurring payment instructions, and the payment method is not be marked as a recurring gift Amounts less than zero (e.g. refunds) are ignored
|
| Summary - Recurring Donations Last 12 Months |
Shows total, number, smallest & largest recurring donations for the last 12 months Recurring donations are donations that have a payment method marked as a recurring gift Amounts less than zero (e.g. refunds) are ignored |
The reports update overnight, so any transactions with an Accounting Date of today will only be reflected in tomorrow's analysis.
Last 12 months is the 12 months prior to today's date.
Removing a Dashboard Tile
You can remove tiles from your Dashboard as follows:
In Settings > Configuration > Dashboard Tiles, locate the title of the Tile that you would like to remove.
Open it by clicking on the title, clicking the Delete button, and then confirming your action. This action will remove the tile for all users.
Dashboards (new) allows you to build your own Dashboards by selecting from Lists visualisations that have been set for use as a dashboard tile. The standard tiles that were previously in the Classic Dashboards are also available to select.
Essentials and Starter plans
Essential and Starter plans have the ability to create 1 custom Dashboard.
If you would like more custom dashboards, please contact us (here) to purchase additional dashboard bundles.
Professional and Enterprise plans
Professional and Enterprise plans have the ability to create 10 custom Dashboards.
If you would like more custom dashboards, please contact us (here) to purchase additional dashboard bundles.
Access to and visibility to the Dashboard are described below based on the User Permission type within Donorfy.
The Dashboards tab will be visible to all users on your Donorfy at all times. However. the functionality of the dashboard tab and the dashboard/s it contains are affected by Donorfy User Permissions as outlined below:
-
Donorfy Administrator
This user type can Add, Edit and View all dashboards created by any user of the system.
They can take ownership of, restrict access to and change the contents of any dashboard irrespective of whether they originally created it or not. -
Donorfy Standard User
This user type can Add and Edit dashboards of their own creation.
They can grant other users access to their own dashboards, but they cannot view or edit other dashboards to which they have not been given access. Likewise, they may edit and/or view any dashboard they have been granted access to. -
Donorfy Viewer User
This user type may only view dashboards that they have been given access to.
A viewer user cannot be made an Editor or Owner of a dashboard by another user.
Dashboard tile content is set via the Visualisation tab within a List that has been created.
Access to Lists are governed by a user's permission settings under Settings > Users > [UserName] > Allow access to Lists. This is controlled by your Donorfy Administrator.
Allow access to Lists
For Professional and Enterprise plans, a user's permissions can be used to also control access to Dshboards.
To be able to add or edit a dashboard a user's permission for Allow access to Lists must be set to:
Once set as Yes, the user will have the ability to add or edit a dashboard will be able to select from any existing List Visualisation to be displayed.
When a List Visualisation is displayed on a dashboard, the user can select the to be taken directly to the List in Donorfy.
Where a user's permission for Allow access to Lists is set to No, they will not be able access Lists or add or edit any List Visualisations within a dashboard.
If they have been granted access to a dashboard that already contains List Visualisations, they will be able to see the content of those tiles but may not gain access directly to the list. On the dashboard the will also not be displayed.
When creating or editing a dashboard (see section below) access for other users can be assigned. This is done by setting a dashboard level permission for each user who is allowed to view the dashboard.
-
Owner
Can grant access to their own dashboards to other users and edit the contents -
Editor
Can edit the dashboard contents -
Viewer
Can only view the dashboard
Dashboard tile content is derived from a Visualisation that has been compiled within a List. This article runs through Visualisation in more detail Visualising your data - charts, etc within your Lists, however, the quick steps are below:
- Open the List that a tile is to be created from and click on the Visualisation tab
- In the field Visualisation Title enter a name for your tile
- Complete the items:
- Choose visualisation
- Measure
-
Available columns
- Save your changes
As the data for a Dashboard tile is derived from the List visualisation, you will be able to click through to the List from the Dashboard to see the data that is providing the summary - click on the icon next to the Dashboard tile name to open the List
To add a new Dashboard, open Home > Dashboards
Click on the Add Dashboard button
Under the General section complete:
Dashboard name* - this is the Tile name
Description* - this is the summary detail for the Dashboard available when clicking on the ? icon that will be displayed next to the Dashboard name
These are required fields
Content
List Visualisations - click into the box to select the List Visualisation(s) to be displayed
Standard Dashboard Tiles - Standard Donorfy tiles (see classic Dashboards) can be selected within this box
Permissions
Clicking in to the Owner, Editor and Viewer boxes users can be added as required - the permission details are outlined within the Sharing Dashboards section above.
Once the details have all named or selected, click on Save
To Edit Dashboard, open Home > Dashboards
Click on the Edit Dashboard button
Once the items have been updated, click on Save.
A Dashboard can be deleted when Editing a Dashboard - once deleted the dashboard can not be restored. If the deletion was accidental, then it will need to be re-added as per the Adding New Dashboard section.
To set the dashboard which you would like to view when opening Donorfy, open Home > Dashboards
Open the drop-down list to display the Dashboards available to you
Select the Dashboard you would like
Once selected, it will display the tiles that have been assigned to it.
The Donorfy Academy features a learning course for Dashboards - enrol here
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