Key Metrics & Trends

Pulse tiles on the dashboard summarize cash and giving for the period you picked, with Goal Momentum showing whether gifts are on pace for this year’s annual donation goal. Change Day, Week, Month, Year to Date, Last Year, a quarter, or a custom range. Quarter labels include the year so committee packets stay unambiguous.

Pulse tiles

The headline tiles update whenever you change the global time period or organization in the header. Giving totals sum gifts for the period. Recurring activity reflects current recurring gifts. Unique donors count people who gave in the period. Accounting-backed cash tiles follow your fund-accounting plan.

Goal Momentum

Set an annual donation goal from Goal Momentum. AlignMint compares progress to seasonally adjusted pace for the selected period and shows whether you are on pace or behind. Parent org and individual funds can set goals. There is no Snapshot Grid and no separate Goal Pace widget to add or hide.

Needs your attention vs metrics

Overdue pledges, grants, expenses, and leftover setup steps live in the Needs your attention inbox, not in the pulse tiles. Late recurring gifts have their own card after that inbox when you have Donors access.

Plan availability

Donation metrics and Goal Momentum are included on Free wherever you can set a goal for a fund. Cash-related tiles such as Fund Summary are available on PlusProEnterprise.

Related guides

• Dashboard overview
• Goal celebrations
• Customizing your dashboard
• Fund Summary (cash balance)
• Donations Manager