These are the types of dashboard tile you can add
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
- Non-recurring donations are donations not associated with a 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
* Last 12 months is the 12 months prior to today's date. The reports update overnight so any transactions with a date paid of tomorrow will only be reflected in tomorrows analysis.
* Dashboard tiles are rounded
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