Skip to content

Dashboards

Dashboards in Evergiving provide Admin Operations users with insights into team performance, campaign progress, and fundraising metrics. This document outlines how to create, edit, manage, and utilize dashboards effectively.

dashboards.png

Data Sources

Dashboards can access specific data sources, including teams, campaigns, and fundraising domains. Individual charts can further refine their data conditions.

  • Agent Metrics: Metrics like hours, call times, pauses, and more are available. Note that metrics may differ between dashboard views and exports.

  • Key Metrics:

    • Agent Hours: Total time logged in.

    • Agent Call Time: Time spent on the phone, including dialing and talking.

    • Agent Wait Time: Time between calls, including pauses and preview times.

Fundraiser Dashboard

The Fundraiser Dashboard displays individual results for each fundraiser, accessible only to the person logged in. It includes:

  • Pledges Overview: Statistics on pledges taken, filtered by date.

  • Recent Pledges: Displays the last three pledges taken.

  • Unsent Pledges: Shows pledges collected offline; these can be processed when the device reconnects.

Fundraisers cannot access other fundraisers' results, but Administrators and Campaign Managers can view overall campaign data.

Dashboard Filters

Dashboard filters help users refine data for targeted analysis. Filters can include:

  • Date Range: Today, Yesterday, Last Week, etc.

  • Campaign, Location, Team, Fundraiser: Apply filters based on specific parameters.

  • Pledge Status: Filter based on pledge status, such as approved, invalid, or cancelled.

Dashboard filters ensure that users see only the most relevant information for their role and focus.

Example Metrics Tracked

  • Pledges per Campaign: Track pledges received for specific campaigns.

  • Average Pledge Amount: Calculate the average value of pledges collected.

  • Donor Information: View demographics such as gender ratio, average age, contact details, etc.

  • Pledge and Donation Metrics: Track monthly amounts, pledge statuses, and payment types.

  • Fundraiser Performance: General metrics on fundraiser activity and results.

Restricting Dashboard Access

Admin Operations users with read-only access can be restricted to specific dashboards. Use the 'Restrict user to these Dashboards only' setting to limit access.

Creating and Managing Dashboards

Visit My Dashboards to create or manage a dashboard.