Nonprofits and development teams can turn donation exports into a fundraising dashboard that tracks gifts, goals, and donor retention in real time.
What's Included
- Goal thermometer: Visual progress toward your campaign target.
- Gift summary: Totals by amount, frequency, and donation type.
- Donor segments: New, recurring, and lapsed givers grouped automatically.
- Campaign cards: Compare results across multiple appeals at once.
How To Use
- Export your donor and donation records as a CSV.
- Upload it and describe the gift, date, and donor fields.
- Generate a fundraising dashboard with goals and segments.
- Re-upload new gifts to keep your progress current.
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