Campaign Dashboard Overview

The Dashboard provides a real-time overview of your campaign site with access to settings, tools, and reports.

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Dashboard overview

Your organization name and admin pages are above the Dashboard. The campaign name, date, and time are on the top left.  A real-time snapshot of the campaign site's total revenue is on the top right, along with the Live Activity button where you can monitor fundraising activity.   

Dashboard containers

From the six containers, access to review and manage settings, features, and reports for your site, users, items, payments, tickets (with GiveSmart ticketing), and revenue.

Site

• Set the Keyword for the Website URL.
• Text to register (SMS) instructions.
• Set site Visibility.
• Quick link access to the Design Center.
• From the More button ("···").
  • Manage Site Settings.

Users

• The number of checked-in users.
• The total number of users on the campaign site.
• Breakdown of the types of users.
• Click the dropdown arrow to the right of settings to see the current user Settings.
• From the More button ("···"):
  • Create a New User.
  • Manage User Details.
  •  Adjust User Settings.
  • Review the Registered User Report.

Items

• The total Items created.
• The number of items with no activity.
• Breakdown of items created by type.
• Click the dropdown arrow to the right of settings to see the current auction Settings.
• From the More button ("···").
  • Create a New Item.
  • Manage Items.
  • Adjust Auction Settings.
  • Review the Item Inventory Report.

Payments

• The dollar amount of payments received.
• The remaining dollar amount unpaid.
  • Run Unpaid Cards appears below the unpaid amount when there is at least one person with an unpaid balance of $1000 or less and has a credit card on file.
• Breakdown of payments received by payment method.
• Click the dropdown arrow to the right of settings to see the current payment Setting.
• From the More button ("···").
  • Adjust Payment Settings.
  • Review the Payments Received Report.

Tickets

• The number of attendees.
• The number assigned.
• Breakdown of ticket types, number sold, and amount remaining.
• Click the dropdown arrow to the right of the settings to see the current ticket setting.
• From the More button ("···").
  • Create New Tickets Types.
  • Review Ticket Orders.
  • Manage Seating Management.
  • Adjust Ticket Settings.
  • Review the Ticket Orders Report.

Revenue

• Breakdown of revenue generated based on item type.
• From the More button ("···").
  • Review the Revenue Report.