You can add a Fundraiser Dashboard part to quickly display current information about the progress of a Fundraiser part. You can also create dashboards that link to Fundraiser summary reports.
We recommend you designate the website users who can view Fundraiser Dashboard information. For example, do you want everyone to view the dashboards or just board members? After you decide, add the part to a page with appropriate security rights set for the role with those users.
You can add these panels to the Fundraiser Dashboard:
Overall Progress Summary — The Overall Progress Summary provides a comprehensive summary of donations received from the Fundraiser to date. This panel includes the total amount raised, the total number and amount of online and offline donations, the average donation amount, the largest single donor and donation amount, the person credited with the largest donation, and the total personal page hits. You can click Aggregate Goal or Fund Goal to display in the bar graph the amount raised compared to the total aggregate or fund goal.
Online Event Registrations — The Online Event Registrations panel displays the number of individual, couple, and family registrants for the Fundraiser event and the total amount of entry fees for each type of registrant.
Top Teams — The Top Teams panel ranks teams by the top or bottom amount of money raised, emails sent, or page hits. The panel lists each team’s fundraising goal, the amount raised, the number of page hits, and the number of emails sent. Users can filter the dashboard by the number of teams and whether to show the top or bottom performing teams. They can also sort the team list by money raised, emails sent, or page hits.
Top Participants — The Top Participants panel ranks individual participants by the top or bottom amount of money raised, emails sent, or page hits. The panel lists each individual’s fundraising goal, the amount raised, the number of page hits, and the number of emails sent. Users can filter the dashboard by the number of participants and whether to show the top or bottom performers. They can also sort the participant list by money raised, emails sent, or page hits.
Top Emails — The Top Emails panel ranks fundraising emails by the top or bottom amount of money raised. The panel lists the participant’s fundraising goal, the amount raised from the email, and the number of recipients. Users can filter the dashboard by the number of emails and whether to show the top or bottom performers.
Online/Offline Gift Summary — The Online/Offline Gifts Summary panel displays the total amount of Fundraiser donations received online and offline. The panel also includes a pie chart that compares the percentage of online and offline gifts.
Detailed Gift Summary — The Detailed Gift Summary panel lists the total amounts received for the Fundraiser in online and offline gifts. It also includes the amounts of pending, accepted, and rejected online and offline gifts. The panel also includes a pie chart that compares the percentage of pending, accepted, and rejected online and offline gifts.
Email Activity — The Email Activity panel displays the total number of appeal, thank you, and team emails sent for the Fundraiser.