Customizing Your Dashboard

Make It Yours

Your Alignmint dashboard is fully customizable. Add, remove, rearrange, and resize widgets so you see the metrics and information that matter most to your role—whether you're an executive director tracking donations or a bookkeeper focused on fund balances.

How to Customize Your Dashboard

1. Click the Customize button in the top-right corner of your dashboard
2. The dashboard enters edit mode—widgets show drag handles and close buttons
3. Add, remove, rearrange, or resize widgets as needed
4. Click Done to save your layout

Widget Management

• Add Widgets: Click the + button to browse available widgets and add them to your dashboard
• Remove Widgets: Click the X on any widget to remove it from your view
• Rearrange: Drag and drop widgets to reorder them on the page
• Resize: Drag widget edges to make them larger or smaller—useful for giving charts more room or compacting summary cards

Available Widgets

Choose from the following widgets to build your ideal dashboard:

• Donation Summary: Total donations, count, and average gift amount for the current period with trend indicators comparing to the previous period
• Donor Metrics: New donors, active donors, and lapsed donors at a glance—helps you spot retention issues early
• Cash Balance Overview: Real-time cash balances across all connected bank accounts
• Recent Activity Feed: Live feed of the latest donations, expenses, and actions across your organization
• Donation Trends Chart: Line chart showing giving over time—filter by day, week, month, or year-to-date
• Fund Breakdown Chart: Pie chart showing how donations are distributed across your funds (unrestricted, temporarily restricted, permanently restricted)
• Outstanding Pledges: Summary of open pledges with amounts and due dates so nothing falls through the cracks
• Quick Actions: One-click shortcuts for your most common tasks—record a donation, add an expense, create a task, and more
• To-Do List: Your personal task list with priorities, due dates, and assignees
• Goal Progress: Visual progress bar toward your annual donation goal with milestone markers

Per-User Layouts

Every user in your organization gets their own dashboard layout. Your customizations are saved automatically and persist across sessions and devices. If a new team member joins, they start with the default layout and can customize from there.

Dashboard Layout Tips

• Executive Directors: Lead with Donation Summary, Donor Metrics, and Goal Progress for a high-level view
• Bookkeepers: Prioritize Cash Balance, Fund Breakdown, and Outstanding Pledges for financial focus
• Development Staff: Focus on Recent Activity, Donation Trends, and Quick Actions for day-to-day workflow
• Volunteer Coordinators: Add Quick Actions and To-Do List for task management alongside activity feeds

Resetting Your Dashboard

To go back to the default layout, click Customize and then Reset to Default. This restores the standard widget arrangement without affecting any of your underlying data.