Dashboards are a collection of data tiles that provide visual snapshots of the data within your Donorfy, such as Campaign performance, Transactions this month, last month, Gift Aid, your Donor pyramid, etc. 

Dashboards use the Accounting Date from a Transaction and are located in the Home area of your Donorfy.

They are configurable allowing you to remove, add and collapse your Dashboard Tiles as you require (not all features are available to Essential plan users), providing you with an at-a-glance summary of the data on your Donorfy that you want to see.

Donorfy comes with some pre-set Dashboard tiles available to see in your Home area of Donorfy - these are currently:

• Gift Income this week
• Gift Income this month
• Gift Income this year
• Gift Aid ready to claim
• Donor pyramid 
• Gift income this year vs last year
• Pipeline

Changing the Layout of your Dashboard

You can move tiles around the dashboard by hovering your mouse into the header of the tile - the mouse cursor will change to a 4-way arrow, and holding down the mouse button will allow you to drag the tile  

Places you can drop the tile are shown as a yellow box 

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

Collapsing/minimise Dashboard Tiles

You may from time to time want to retain a title on your Dashboard but limit the view, leaving just the title visible allowing you to focus on the tiles that mean the most to you. To do this, click on the minus symbol on the tile you want to collapse/minimise. 

To maximise the tile, click on the plus symbol:

Donorfy Professional plan users can add additional dashboards, as well as remove them, and also set various access levels as described below: 

Requirements

This is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

Adding Dashboard Titles

You can add tiles to the Donorfy Dashboard as follows:

In Settings > Configuration > Dashboard Tiles, press the Add button and

• Enter a description for your tile - this will be shown on the top of the tile on the dashboard
• Choose your Type of Tile - see this article for more information about the tiles available - the type of tile determines the content of the tile
• The help text will describe what the tile does - you change this as needed - it will be displayed when the ? icon in the next to the tile title is clicked on  
• Depending on the type of tile you may have to choose further settings - e.g. campaign(s), a fund etc 

This is an example of a tile set-up

This is how the tile will appear on the dashboard:

Removing a Dashboard Tile

You can add tiles to the Donorfy 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 and then clicking the Delete button. This action will remove the tile for all users.

Allow access to the Dashboards

To grant access to the Dashboard tiles - refer to this article: Visibility of Dashboard Tiles

The Donorfy Academy features a learning course for Giving Stats - enrol here