DonorDock Dashboards Overview
DonorDock Dashboards provide visual summaries of fundraising, donor, pipeline, forecast, and recurring giving information. While Reports are designed for working with individual Contacts, Gifts, or Activities, Dashboards bring important metrics together so you can quickly understand performance, spot trends, and identify areas that may need attention.
DonorDock includes five Dashboards:
Dashboard | Best Used For |
|---|---|
Fundraising Dashboard | Reviewing overall organizational fundraising and donor performance. |
Campaign Dashboard | Comparing fundraising performance across specific Campaigns. |
Ask Pipeline Dashboard | Monitoring fundraising Asks as they move through the solicitation pipeline. |
Forecast Dashboard | Comparing projected fundraising with Gifts already received. |
Recurring Giving Dashboard | Reviewing active recurring giving subscriptions. |
Access the Dashboards
You can access the Dashboard area in two ways:
Open the "Reporting" menu and select "Dashboards".
Click the DonorDock icon in the upper-left corner of DonorDock.
The Dashboard area opens to the "Fundraising Dashboard" by default.
To move between Dashboards:
Locate the current Dashboard name at the top of the page.
Click the dropdown arrow next to the Dashboard name.
Select the Dashboard you want to view.
Each Dashboard focuses on a different area of your fundraising activity, so the information and controls available will change based on the Dashboard selected.
Dashboards vs. Reports
Dashboards and Reports both use information stored in DonorDock, but they serve different purposes.
Use a Dashboard When You Want To... | Use a Report When You Want To... |
|---|---|
Quickly understand overall performance | See the individual records behind a result |
Review visual trends and comparisons | Apply detailed filters |
Monitor fundraising progress | Add or remove specific columns |
Compare Campaign performance | Export a detailed dataset |
Review an Ask pipeline | Take bulk actions on Contacts, Gifts, or Activities |
Monitor forecasts or recurring giving | Build a reusable list of qualifying records |
A Dashboard may show that something is happening, while a Report is often the better tool for identifying the specific records behind that result.
Fiscal Year Settings and Dashboard Metrics
Some Dashboard metrics follow your organization's configured fiscal year rather than the calendar year. This is important when comparing Dashboard information with Reports. Make sure the Report date range matches the same fiscal or calendar period represented by the Dashboard.
For example, if your fiscal year runs from July 1 through June 30, a fiscal year-to-date Dashboard metric should be compared with a Report using that same July-through-June reporting structure rather than a January-through-December calendar-year range.
Save a Dashboard as a PDF
All five DonorDock Dashboards can be saved as a PDF, making it easy to keep a snapshot of the information currently displayed or share Dashboard results outside of DonorDock.
To save the Dashboard you are viewing:
Open the Dashboard you want to save.
Make any applicable selections or comparisons you want reflected in the Dashboard.
Click "Save as PDF" in the upper-right corner.
Save the generated PDF to your device.
The PDF reflects the Dashboard you are currently viewing, so make sure you have selected the appropriate Dashboard and any applicable Campaigns or other options before saving it.