Blog

When you manage donations for your organization, you need to see the big picture fast. That’s why we’ve added a new Donation Dashboard to the Donations module in CitySoft.

When you navigate to the Donations section in your admin, you’ll now see a dashboard at the top of the page with key metrics displayed at a glance — Total Revenue Raised, Unique Donors, Average Gift, and Total Donations. These summary cards give you an instant snapshot of your fundraising performance without running a single report.

Below the summary cards, we’ve added three interactive charts. The Donations by Year bar chart lets you compare year-over-year giving trends so you can see how your fundraising is growing over time. The Donations by Stage donut chart shows where your donations stand in the pipeline — from verbal agreements and proposals to pending payments and completed gifts. And the Revenue Trend chart tracks your monthly revenue over the last 12 months so you can spot seasonal patterns and plan accordingly.

You’ll also see a Top Donation Campaigns section underneath the charts, which highlights your best-performing campaigns at a glance.

But we didn’t stop there. We’ve also added individual Donor Metrics to each contact’s profile. When you click on the Donations tab for any contact, you’ll now see detailed giving metrics for that person — Lifetime Giving, Total Donations, Average Gift, Donor Status, Largest Gift, Most Recent Gift, Donor Tenure, and Smallest Gift. Below these cards, a Donations by Year chart shows that individual’s giving history over time.

Whether you’re preparing for a board meeting, planning your next campaign, or just checking in on your fundraising health, the new Donation Dashboard puts the data you need front and center. No more digging through reports to answer basic questions about your organization’s giving.

The dashboard appears automatically at the top of your Donations module. If you’d prefer to focus on just the donation list, you can collapse it anytime using the “Hide Dashboard” button.