Nonprofit dashboard
Open the admin, know what to do next
Live, org-scoped numbers, not a screenshot: this month's total, a revenue chart you can click into, and a prioritized list of exactly what needs your attention today. Every plan gets it, including Free.
- Every plan
- The dashboard itself is never gated
- 12 months
- Donor base chart, new vs. returning
- Live SQL
- Not mock data — your org's own numbers
Revenue, at a glance and on demand
A trend chart you can click into
The dashboard opens on this month's raised total, donation count, active campaigns, and a work-queue count — each with the change against the prior period. Click a point on the revenue chart and it takes you straight to the filtered donation list behind it.
- Raised this month, donations this month, active campaigns
- Click any point on the revenue trend to drill into that period's donations
- Recent Donations feed, always the latest 8 gifts
Needs Attention
A work queue, not a wall of charts
Pending approvals, failed payments, rejected e-invoices, settlement checks, unfilled memorial names, donors at risk of lapsing — surfaced together and prioritized, each one linking straight to the filtered list you need.
- One queue for everything that needs a decision today
- Every row deep-links to the exact filtered list
- Campaign progress bars against your collection goals
Who's actually giving
A donor base you can watch move
A 12-month chart of new versus returning donors, with a returning-donor share so you can see whether your base is growing or just cycling the same names — held to a minimum sample size so a quiet month doesn't read as a crisis.
- New vs. returning donors, 12 months of history
- Returning-donor share as a single number
- A statistical floor so small samples aren't shown as misleading percentages
Frequently asked questions
Is the dashboard itself limited on the Free plan?
No. Every plan sees the same dashboard, chart, work queue, and donor-base view. Only a couple of specific tiles — MyInvois e-invoice status, for orgs not filing e-invoices — depend on your plan.
Can I export what's on the dashboard?
The dashboard itself is for a quick daily check. Exporting data lives in the separate Finance Exports and Board Reports tools.
Several committee members need access, but not all at the same level — can we set that up?
Yes. Every org has four roles — Owner, Admin, Finance, and Member — and each gets its own full/read/no-access setting across eleven areas of the product, including donations, receipts, financial reports, donor records, and campaigns. A treasurer can get full access to financial reports and donations without also being able to touch your website or campaigns; a general committee member can be limited to just one area.
We have years of records sitting in Excel or on paper. What happens to those?
The Excel side, yes — bulk donation import accepts a CSV of up to 3,000 gifts at a time, with a downloadable template and a dry-run check before anything is actually saved, so a formatting mistake gets caught before it becomes 3,000 wrong receipts. Paper records still have to be typed in first — there's no scanner or OCR — but once they're in the CSV, an old gift becomes a normal donation with its own receipt and history, same as a new one.
Our treasurer is a volunteer, not a technical person. Is this usable without an accounting background?
The dashboard is built to be read, not queried: the Needs Attention queue tells you what to act on today instead of leaving you to spot it in a table, and the figures are plain — raised this month, donations this month — not something you build with a formula. It doesn't remove the judgment calls; someone still has to know a bank transfer from a cheque when they record one. But there's nothing here that requires a finance background to operate day to day.
Is there a limit to how many committee members can have logins?
Team seats are plan-limited — Free caps at 2, Pro at 5, Enterprise is unlimited. The Owner/Admin/Finance/Member role system itself is the same on every plan; only the seat count changes.
See your own numbers today
Start on the free plan and your dashboard is live from your first donation.