Dashboard Overview

Dashboard

After you sign in, the dashboard is your daily home: pulse tiles for cash and giving, Goal Momentum against your annual donation goal, a Needs your attention inbox, shortcut Quick Actions, recent activity, Action Items, and a glance at upcoming calendar events. Every signed-in teammate sees this home on All plans. Accounting-backed tiles follow your fund-accounting plan.

What you see

• Pulse tiles — cash on hand, giving, and recurring activity for the period you picked

• Goal Momentum — whether gifts are on pace for the selected period against this year’s annual goal

• Needs your attention — overdue pledges and grants, open accounting-queue items, expenses waiting on approval, first-time donors from the last seven days, pending volunteer applications, and leftover setup steps you are allowed to see

• Late recurring gifts — a separate card after the inbox when you have Donors access

• Quick Actions — eight shortcuts you can customize

• Action Items and calendar glance — follow-ups and upcoming events; a calendar row opens My Calendar on that date

Time period

Change Day, Week, Month, Year to Date, Last Year, a quarter, or a custom range. Quarter labels include the year so you always know which period you are viewing.

All caught up

The inbox shows all caught up only after every permitted source finishes checking. If one queue fails, AlignMint keeps the items it could load and tells you that some work could not be checked. Resolving the source work removes the row. You can also dismiss a row for this session.

Good to Know

The dashboard layout is fixed. There is no Change Layout mode and no Snapshot Grid. Customize only the Quick Actions launcher. Related: Customizing your dashboard, Quick Actions, Action Items, Goal celebrations.