Types of Dashboard Tile

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 associated with a recurring payment instructions or the payment method is marked as a recurring gift
    • Amounts less than zero (e.g. refunds) are ignored 
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