CRM: Dashboard Overview

Watch this video to learn about the dashboard on your GiveSmart Donor CRM account.

Dashboard Containers

Total Raised Year to Date

• Quick total of funds raised year to date

Quick Actions

• Link to Invite a Team Member
• Link to Add New Contact
• Link to Record a Gift

Key Statistics

• Recommended statistics to track per the AFPFEP 

Donor Annual Review Retention Rate 

• Link to article with video 

Donor Retention Rate

• Link to article with video

Most Recent Donors 

• List of the most recent donors with activity

My Activities

• Link to article with video
  • View outstanding activities
  • View completed activities
  • Add activities to your calendar
  • Number assigned

Yearly Comparison

• Link to article with video
  • Year over year comparison of funds raised

Donor Map

• Link to article with video
  • View the mailing address locations of your donors