How Users Can Track Their Donations
1. Dashboard Overview
- •Navigate to the Donations tab in the dashboard to access all donation-related data.
- •View a summary of total donations, number of donors, and campaign performance.
- •Filter donations by time period or amount range for deeper insights.
2. Donor Visibility
- •See a complete list of all donors, including names, emails, and donation amounts.
- •Track donation dates and sources (e.g., online, reoccurring, manual entry).
- •Monitor donation status (e.g., succeeded, pending).
3. Visual Progress Charts
- •Access built-in charts and graphs to visualize donation trends over time.
- •View donation spikes, daily totals, and campaign momentum.
- •Use these visuals to identify peak giving periods and donor engagement.
4. Campaign-Specific Tracking
- •Choose to view donations across all campaigns or filter by a specific fundraiser.
- •Compare performance between fundraisers to optimize future campaigns.
- •Drill down into individual campaign stats for targeted analysis.
5. Live Page Insights
- •On each fundraiser's live page, see a real-time list of recent donors.
- •Display donor names and amounts to build transparency and trust.
- •A thermometer-style progress bar shows how close the campaign is to its goal.
6. Export Donation Data
- •Use the Export CSV feature to download a complete list of donations.
- •Ideal for accounting, reporting, or external analysis.
- •Includes donor details, amounts, dates, and campaign associations.
7. Manual Donation Entry
- •Add offline donations such as checks, cash, or wire transfers manually.
- •Ensure all contributions are recorded, regardless of payment method.
- •Maintain accurate totals and donor records.
8. Stripe Payout Tracking
- •Visit the Invoices tab to monitor Stripe payouts.
- •See processed transactions, payout amounts, and frequency.
- •Keep tabs on how and when funds are transferred to your account.