Contributions Dashboard

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The Contributions Dashboard provides a quick snapshot of your Contributions data. This includes information on your contributors, weekly, monthly, and yearly giving broken down by the number of givers, the amount of giving, or how much has been given to pledges across different funds and years.

The Contributions Dashboard contains tabs for four different views. Contributors, Weekly giving, Monthly giving and Yearly giving. Between these views, some common functions are shared.

  • Copy—Copies the graph within the selected section to the Windows clipboard.
  • Export—Sends the data within the selected section to your spreadsheet program.

Contributions_Dashboard.png

Each tab provides different sets of data from the contributions module, including contributor information, giving totals and giver totals.

  • Contributors - This tab shows two different views which can be switched between under the "Show" section by clicking on the radio button for the view you'd like to see.
    • By category - The "By category" view shows you a graph with a breakdown of the number of contributors you currently have, how many of those givers have shared envelopes, how many are eligible for renumbering, how many are skipped for renumbering, active/inactive and member/nonmembers. The chart below the graph will give you figures for each of these categories. If you click on one of the rows of the chart and then click the "Givers" button, you will see a listing of all the givers in that category and some basic information on those givers.
    • By membership, giving - The "By membership, giving" view shows you year by year totals of giving broken down by total, member, non-member and loose/plate giving. Each category is represented by a different data point for each year on the graph. The chart below the graph shows per year, a breakdown of giving by total, member, non-member and loose/plate giving
  • Weekly giving - This tab shows the total dollar amount of giving, the total number of givers, or the total dollar amount of pledged giving on a weekly basis. First, select the time period you'd like to look at by selecting the number of weeks you'd like to look at in the "Weeks" drop-down list. Then, select if you want to see the amount of giving, the number of givers, or the amount of pledged giving to the selected fund(s) by clicking on the radio button of the option you want. Next, pick which fund you want to review by selecting your fund (or all funds) from the "Fund" drop-down list. Finally, select at what point you're ending this report at by selecting the date this view runs through in the "As of" box. To the right, you will see a graph that shows the number/amount of givers/giving/pledged giving to the selected fund(s). Below this graph, you'll see a chart where each row represents a week, and it will show both the amount and the number of givers you had for that week.
  • Monthly giving - This tab shows the total dollar amount of giving, the total number of givers, or the total dollar amount of pledged giving on a monthly basis over the number of years you select. First, select the time period you'd like to look at by selecting the number of years you'd like to look at in the "Years" drop-down list. To the right of the number of years, you can choose if you want to look at a full year, or a particular quarter or half of a year. Then, select if you want to see  the amount of giving, the number of givers, or the amount of pledged giving to the selected fund(s) by clicking on the radio button of the option you want. Next, pick which fund you want to review by selecting your fund (or all funds) from the "Fund" drop-down list. Finally, select at what point you're ending this report at by selecting the year this view runs through in the "As of" box. To the right, you will see a graph that shows the number/amount of givers/giving/pledged giving to the selected fund(s) for each of the years included in the report. Below this graph, you'll see a chart where each row represents a month, and it will show both the amount and the number of givers you had for that month in each year.
  • Yearly giving - This tab shows the total dollar amount of giving, the total number of givers, or the total dollar amount of pledged giving on a yearly basis. First, select the time period you'd like to look at by selecting the number of years you'd like to look at in the "Years" drop-down list. Then, select if you want to see the amount of giving, the number of givers, or the amount of pledged giving to the selected fund(s) by clicking on the radio button of the option you want. Next, pick which fund you want to review by selecting your fund (or all funds) from the "Fund" drop-down list. Finally, select at what point you're ending this report at by selecting the year this view runs through in the "As of" box. To the right, you will see a graph that shows the number/amount of givers/giving/pledged giving to the selected fund(s) for each year of the view. Below this graph, you'll see a chart where each row represents a year, and it will show both the amount and the number of givers you had for that year.