Understanding Staff site dashboards

The Community (including Volunteers), Membership, Fundraising, Events, Commerce, Advanced email, and AutoPay navigation items in the Staff site offer a quick-view dashboard of information pertaining to the navigation item. These dashboards display summary information through the use of many IQA queries ($/Samples/Dashboards).

These dashboards can be modified so that you may make them unique to your organizational needs. To learn how to tailor the dashboards, see Tailoring the dashboards.

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Note
In order for the dashboards to have an appropriate loading time, some queries will need to be cached. Caching a query saves the initial results, and then periodically refreshes the query when the page is reloaded. To enable query caching, enable Use cached results from the query Summary tab.

Community dashboard

The following information can be found in the Community dashboard:

Number of Individuals
Number of Companies
Number of unique logins in the past 3 months
Number of community posts in the past 3 months
Number of committee members by committee
Number of contacts by region
Activity tasks assigned to the logged in user
Top committees by number of members
Top Participants ranked by amount of committee memberships, community subscriptions, or community posts
Top Organizations ranked by individual committee memberships, community subscriptions, or posts
List of members without an email address
List of individuals that do not belong to a company
List of individuals who have been locked out of the website
Several community related alerts

Membership dashboard

The following information can be found in the Membership dashboard:

Number of members
Number of new members and comparison to last year
Number of renewed members for the year
Number of lapsed members
Number of members by member type
Number of members by region
Number of members by chapter
List of new members
List of lapsed members
Display of recent history
Several membership related alerts

Fundraising dashboard

The following information can be found in the Fundraising dashboard:

Total funds raised for the year and comparison to last year
Total gifts for the year and comparison to last year
Number of donors and comparison to last year
Average gift amount
Funds raised by month
Amount of funds raised by gift item
Funds raised by source code
Top Donors
Top Premium gift items
Several fundraising related alerts

Events dashboard

The following information can be found in the Events dashboard:

Total event revenue for the year and comparison to last year
Total event registrations and compared to last year
Total function registrations for the year and comparison to last year
Number of events and comparison to last year
Top 10 events by revenue
Event registrations by member type
List of recent and upcoming events
Top events by number of registrants
Top attendees – individuals and organizations
List of events missing dates
Future events not available for registration
Future events not available in search
Past events available for registration
Past events available in search
Pending and frozen events
Several event related alerts

For each individual event:

Days until event
Revenue (from registrations)
Registrants (registered)
Cancellations
Registrations over time (area chart)
Several event reports:
- Print badges
- Registrant directory
- Registration option registrants
- Program item registrants
- Print certificates
- Planning report
- Weeks out report
Print ticket reports: Will only appear if Print tickets is enabled for at least one program item or registration option
Registrants by registration option (table)
Program item registrations (table)
- Registrations by track (pie chart)
- Registrations by category (pie chart)

Commerce dashboard

The following information can be found in the Commerce dashboard:

Product revenue for the year and comparison to last year
Product orders and comparison to last year
Products sold this year and comparison to last year
Unique customers and comparison to last year
Product sales by member type
Product sales by category
List of Top products, customers, and promotions
List of Invoices due
List of open orders
Several commerce related alerts

Advanced email dashboard

The following information can be found in the Advanced email dashboard:

Emails sent in past 12 months
Percent of those emails delivered
Percent of those emails opened
Percent of those emails where the user clicked on a link
Type of responses and number of those responses by day for the last 30 days
Number of the last response type from recipients (opened, bounced, etc.)
Number of emails by type and last response
Number of emails by type by month
List of each 'communications'

AutoPay Fundraising dashboard

The following information can be found in the AutoPay Fundraising dashboard:

Recurring donor (count)
Cancelled enrollments (count)
Failed payments (count)
Expired credit cards (count)
Recurring donors by gift item (pie)
Recurring revenue by gift item (bar)
Recurring donors with expandable detail history (table)
Cancelled enrollments (table)
Failed payments (table) with email
Expiring cards (table) with email

AutoPay Membership dashboard

The following information can be found in the AutoPay Membership dashboard:

Total auto renew members
Cancelled enrollments
Failed payments
Expired credit cards
Recurring members by membership type (pie chart)
Recurring members by region (bar chart)
A list of recurring members including member name, start date, and member type
A list of cancelled enrollments including member name, enrollment start date, the date the enrollment was cancelled, and the cancellation reason
A list of failed payments including member name, the date the enrollment was processed, the enrollment amount, the payment details, the result and details
A list of expiring cards including member name, the date the card expires, the credit card summary, and member type
Alert for automatic renewals with cash billing cycles

Engagement dashboard

The following information can be found in the Engagement dashboard:

Total engaged contacts versus total contacts
Recently engaged contacts (within 6 months)
Newly engaged contacts this month
Average score
Engagement by category (funnel chart)
Engagement by month (area chart)
Score sum by member type (bar chart)
Top contacts (individuals, organizations and organizations by individual engagement)
High engagement score contacts not recently engaged (within six months)
Scores by component (pie chart)

Moves management dashboard

The following information can be found in the Moves management dashboard:

The total number of major donors
The amount of revenue generated by major donors compared with that of last year's revenue
The average gift amount
The number of potential donors
Chart view of the amount of major donors in the certain stages of the cultivation process
Chart view of the types of gifts received
An alert for Recent Major Donor gifts showing the name of the donor, the gift amount, and the date the gift was received
A list of all moves managers and their number of donors
A list of all potential major donors with their work phone number, email address, and their giving amount