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