Organization Dashboard

The dashboard widget section provides a quick overview of your organization's key metrics.

What's Shown

Widgets display organization-wide data like:

• Total donations
• Revenue trends
• Active campaigns
• Donor counts

Customization

Adding Widgets

Click Add Widget to choose from available organization widgets. Only widgets relevant to organization-level data appear here.

Editing Layout

Click Edit Layout to drag and reorder widgets, then click Done when finished.

Removing Widgets

While in edit mode, click the X on any widget to remove it.

Filters

Use the filter bar to adjust what data is shown:

• Currency - View metrics in a specific currency (if multiple currencies exist)
• Date Range - Filter to a specific time period
• Comparison - Compare current period against a previous period

How This Differs from Full Insights

This is a simplified widget view on your home page. For full dashboard functionality with templates, custom dashboards, and more widgets, visit the main Insights sections:

• CRM Insights - Contact and donor analytics
• Revenue Insights - Donation and payment analytics
• Manage Insights - Campaign and fundraising analytics