Objective
Use the Donations Dashboard to monitor fundraising performance, review donor information, and track contribution activity. This SOP helps team members quickly find key donation metrics, identify top donors, and review detailed donation and donor records.
Key Steps
1. Open the Donations Page 0:00
- From anywhere in the platform, locate the left navigation menu.
- Select Donations to open the Donations Dashboard.
- Use this page as the central location for monitoring donation activity and donor data.
2. Review Donation Insights 0:11
- Look at the upper-left section of the dashboard for donation insights.
- Use this area to understand overall fundraising performance at a glance.
- Confirm you are viewing the correct dashboard before reviewing metrics.
3. Select the Reporting Time Period 0:23
- Open the time-period drop-down menu.
- Choose the reporting range that matches your review needs:
- Last month
- Last three months
- Last six months
- All time
- Verify the selected range before interpreting the data.
4. Check Key Donation Metrics 0:34
- Review the key metrics displayed for the selected time period.
- Note important values such as:
- Total number of donors
- Average donation amount
- Use these metrics to assess donation volume and contribution patterns.
5. Analyze Donation Trends 0:42
- Move to the center chart labeled for donation trends.
- Review how donations have changed over time.
- Use the chart as a visual snapshot of fundraising activity and momentum.
6. Identify Top Donors 0:56
- Check the right-hand side of the dashboard for the Top Donors section.
- Review the highest contributors for the selected time period.
- Use this list to quickly identify major supporters.
7. View the Full Donor List 1:04
- Select See All Donors when you need a complete donor list.
- Use the full list to review all contributors rather than only the top donors.
- Confirm the list matches the selected reporting period if applicable.
8. Review Donation and Donor Tabs 1:19
- Scroll to the bottom of the page to access the two tabs:
- Donations
- Donors
- Use the tabs to switch between detailed contribution records and donor summaries.
9. Inspect Donation History 1:19
- Open the Donations tab to view each contribution record.
- Review the following details for each donation:
- Donation date
- Donor name
- Amount
- Current processing status
- Use this tab when you need transaction-level detail.
10. Review Donor Records 1:34
- Open the Donors tab to view a consolidated list of everyone who has contributed.
- Use this tab to manage donor relationships and review contributor history.
- Refer to this list when you need a broader view of donor activity across the project.
Cautionary Notes
- Ensure the correct time period is selected before making decisions based on dashboard data.
- Donation totals, donor counts, and averages will change depending on the selected reporting range.
- The Donations tab shows transaction details, while the Donors tab shows contributor history; use the correct tab for the task at hand.
- If donation activity has not yet started, charts and top donor sections may appear limited or empty.
Tips for Efficiency
- Start with the time-period filter to avoid reviewing the wrong dataset.
- Use the top donors section for a quick summary before drilling into the full donor list.
- Check the donation trends chart first when you need a fast view of fundraising momentum.
- Use the Donations tab for payment/status questions and the Donors tab for relationship management.
- Save time by focusing on the selected reporting range instead of manually comparing individual records.