Read your dashboard
What each figure on the fundraising dashboard counts, and the date it counts on.
Every money figure on your dashboard counts a donation on the day it was paid — not the day someone keyed it into DonorCARE — so a donation entered late lands in the period it actually happened in, the same as your exports and board reports.
Why it works this way
Section titled “Why it works this way”A figure about money has to answer to your books, so the dashboard counts on the same date your exports, reconciliation and board reports use: the cash date — the payment date if one is recorded, otherwise the entry date. Most donations are entered the same day they’re given, so the two dates agree and the difference is invisible. It only shows up once a donation is backdated — caught-up paper records, an event’s takings entered days later — and then the donation counts in the period it was paid, wherever you look.
The terms
Section titled “The terms”Entry date — the day a donation was keyed into DonorCARE. The dashboard only falls back to it when a donation has no payment date.
Cash date — the day the money is treated as received: the payment date, or the entry date where none is recorded. Every money tile on this dashboard counts on this date, as do exports, reconciliation and board reports.
This month — the 1st of the current calendar month (Malaysia time) through today.
What each tile counts
Section titled “What each tile counts”| Tile | What it counts |
|---|---|
| Raised this month / Donations this month | Completed donations paid so far this month, compared to the same number of days last month — never a partial month against a whole one |
| Active campaigns | Currently published campaigns, right now — no date range |
| Needs attention | Live counts of things waiting on you (failed payments, pending approvals, e-invoices, donors at risk) — not bucketed to any period at all |
| Revenue chart | Completed donations, grouped by the period you pick (Last 7 days through All time) |
| Campaign Progress / Top Campaigns | Amount raised per published campaign, all time |
| Donor Base | Distinct donors with a completed gift paid each month, new versus returning, over the last 12 months |
Every one of these includes the sample donations your organization started with, and — unlike most exports — does not leave out donations made while testing your gateway. If a total here doesn’t match an export for the same month, check both of those first — see what each export leaves out.
What this means in practice
Section titled “What this means in practice”Do
- Expect a donation you backdate — say, entering March’s paper receipts in September — to land in March on the dashboard, because its payment date is in March.
Don’t
- Expect “Raised this month” to match your Monthly Summary export to the sen. Both count on the payment date, but the dashboard keeps test donations in and the Monthly Summary leaves them out.
Worked example
Section titled “Worked example”Suppose your temple catches up three months of paper receipts on 15 September, entering RM6,000 of gifts actually given back in March, each with its March payment date. September’s Raised this month tile does not move — those gifts were paid in March. The revenue chart’s March bar grows by RM6,000, and so does your Monthly Summary export for March. If you enter them without a payment date, DonorCARE has only the entry date to go on, and they count in September everywhere — so record the payment date when you catch up old records.
On a phone
Section titled “On a phone”Below 640px wide, the dashboard shows a short summary instead of the full one, so you can check on an event from your phone. It has:
- Today: the total of completed gifts, and the number of gifts. “Today” is your organization’s calendar day, counted on the cash date like every other figure here.
- This month: the month-to-date total and number of gifts.
- Two buttons: Record a Donation (shown only if your role can edit donations) and Find a Name. See Record a donation on your phone and Find a name and correct it.
- The latest five donations.
Widen the window, or use a larger screen, for the full dashboard.
Related
Section titled “Related”Screenshots use sample data. Every screen on this page is captured against a demo organization seeded with generated donors, amounts, receipt numbers and campaigns. Any resemblance to a real person or organization is coincidental.