Understanding Staff site dashboards

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

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

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

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
  • With badges

    

  • Without badges

    

• Registrants by registration option (table)
• Program item registrations (table)
  • Registrations by track (pie chart)
  • Registrations by category (pie chart)

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

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’

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

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

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)

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