Quick Answer: Dashboard

Your home screen after sign-in shows four headline metrics, a time-period filter, donation trends, recent gifts, and your to-do list. Add optional widgets for top donors, cash balance, or urgency alerts. Every authenticated user on Free and above gets the dashboard; fund accounting widgets require Plus or higher.

What the dashboard shows

The dashboard is your daily command center. Four metric cards sit at the top: Total Donations, Recurring Monthly, Total Donors, and Pending Items. Each card includes a trend badge comparing the current period to the previous equivalent period—this month versus last month, or Q1 this year versus Q1 last year. Click Pending Items to open a panel of pending expenses and incomplete to-dos assigned to you.

Time period filter

Use the global time period control to change what every widget measures: Day, Week, Month, Year to Date, Last Year, or any quarter (Q1–Q4). Quarter labels include the year so you always know which period you are viewing—for example, "Q1 2026 (Jan–Mar)."

Default and optional widgets

Every dashboard starts with three core widgets: Donation Trends (line, bar, or area chart), Recent Donations, and the To-Do List. You can add Top Donors, Cash Balance (Fund Summary), Quick Actions urgency alerts, or an optional Snapshot Grid that packs four compact tiles into one row. Core widgets stay on your layout; optional ones can be removed in edit mode.

Pending Items panel

The Pending Items card opens a modal listing expenses awaiting approval and open to-dos for your account. Click an expense to jump to the Expenses Manager; click a to-do to scroll to it on the dashboard with a brief highlight. Mark items read individually or all at once.

Plan availability

The dashboard, donation metrics, Minty AI, and core CRM tools are included on the Free plan (up to $100K in annual donations). Cash Balance and other accounting-backed widgets require Plus, Pro, or Enterprise with fund accounting enabled. Layout preferences save per user and sync across devices.

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