Dashboard Overview
Dashboard Overview
Your dashboard is the first thing you see when you sign in. It gives you a snapshot of your organization's activity, highlights what needs attention, and lets you jump straight into common tasks.
Stat Cards
At the top of the dashboard, you will find stat cards showing your key metrics at a glance:
- Total People -- Everyone in your CRM
- Email Appeals -- Appeals sent this period
- Events -- Upcoming and recent events
- Volunteers -- Active volunteer count
- Giving -- Total raised and recent giving activity
Each card also shows a monthly change indicator (like "+12 this month") so you can quickly see how things are trending. A green arrow means growth; the number tells you exactly how much changed since the start of the month.
Achievement Badges
As your organization hits milestones, the dashboard celebrates your progress with achievement badges. These might include reaching your first 100 people, sending your first email appeal, or processing your first gift. Badges are a fun way to track how your org is growing.
Upcoming Events
The upcoming events widget shows your next scheduled events so nothing sneaks up on you. Each entry displays the event name, date, and registration count. Click any event to jump directly to its detail page.
If you do not have any upcoming events, the widget will prompt you to create one.
Quick Actions
Quick action buttons let you perform common tasks without navigating away from the dashboard:
- Add a Person -- Opens the new person form
- Create an Email -- Starts a new email appeal
- Create an Event -- Opens the event creation form
- View Reports -- Jumps to the reports section
These are the same actions available from the sidebar, but grouped here for convenience when you are starting your day.
Activity Feed
The activity feed shows a timeline of recent actions across your organization. You will see entries like:
- New people added
- Email appeals sent and their delivery status
- Event registrations
- Gifts received
- Volunteer sign-ups
This gives you a sense of what is happening without needing to check each feature individually. It is especially useful for teams where multiple users are active in the platform.
Customizing Your View
The dashboard layout is designed to surface the most important information first. Stat cards appear at the top for quick scanning, followed by upcoming events and quick actions, with the activity feed below for context.
Related Features
- Managing People -- Dive deeper into your CRM data
- Email Appeals -- Create and track email appeals
- Events & Registration -- Plan and manage events
- Giving & Fundraising -- Track giving and fundraising progress
- Settings & Billing -- Configure your organization