Dashboard

The dashboard is the best way to gain insight into your giving trends and get information out of Planning Center Giving. ALL donations appear on the dashboard unless they've been refunded or failed. This includes online donations (credit card, debit card, ACH bank transfer donations) as well as donations manually counted in batches (cash & check).

When donations enter the dashboard

The dashboard reports donations right as they're added to the system:

  • Credit and debit card donations are always processed right when the donor gives. As soon as the donor gives, that donation will appear in the dashboard.
  • ACH bank transfers are processed when the ACH payment is initiated. Even if the ACH payment is pending (and hasn't completed the ACH lifecycle) it will appear on the dashboard as soon as the donor gives.
  • Cash donations are processed when they are counted, as a part of the batch entry process. Even if the donation hasn't been deposited yet, it will still appear on the dashboard.
  • Checks are processed when they are counted, as a part of the batch entry process. This is regardless of the date on the check itself. Even if the check hasn't been deposited yet, it will still appear on the dashboard.
  • Payment Sources are recorded when counted in Batches and will appear when they've been committed. These can also be recorded through the the use of the Giving API and from integrations built by other donation platforms. When an integration is being used, these will appear right when the donor gives.

Date used by the dashboard

Every donation has a "received" date. This is the date the donation was actually received (regardless of when it was actually added to the system).

Historical data and the dashboard

It's important to understand that the dashboard is very different than, say, a bank statement. A historical statement shows what an account looked like in a moment in time. So, a $5k credit might surface in February, boosting the balance up $5k. Then, in March, if that credit was refunded, you'd see a $5k debit in March. 

The dashboard does not function this way.

Instead, the goal of the dashboard is to show the amount of successful donations that were collected on a given day, week, month, or year. If someone gave a $5k donation back in February, the donation would be added to the dashboard, boosting the total up by $5k. However, if that check ended up bouncing in March (or the bank rejected it, or the donation was refunded) you'd see February's total drop by $5k.

So, you will never see a period where you collected a negative amount of money.

Guided tour

  1. Date range: This date range limits the data you're looking at to a specific period in time. The whole dashboard changes once a different date is selected.
  2. Export: Generates a CSV containing every donation within the time range. If exporting a lot of donations, this could take a moment.
  3. Total donations received: The grand total of donations received during the date range.
  4. Bar chart interval: Set the interval of time you'd like to view donation data on the large chart. Note: the "Week" view, in this chart, begins on Monday.
  5. Total donors: The total number of unique donors who gave during the selected date range.
  6. New donors: Within the selected date range, these people gave for the very first time. Read more about donors.
  7. Recurring donors: Within the selected date range, these donors had a donation processed that was part of an automatically recurring gift. This is not how many donors set up a recurring gift. These people were actually giving automatically during this time period.
  8. Text donors: Within the selected date range, these people gave using Text-to-Give.
  9. Number of donations: The number of donations during the selected date range.
  10. Total vs average: You can also see the average size of a donation given via this payment method within this date range. 
  11. Payment methods: The breakdown of how much each payment method brought in within this date range.
  12. Payment sources: If you've defined multiple payment sources this comparison chart will be present.
  13. Labels used: These are the labels that were used during this date range.
  14. Label details: How many times this label was used during this date range. Also shows the total of those donations. Note that both of these numbers are independent of the other labels. Each donation could have many labels attached to it.
  15. Funds: How many funds received donations within the date range. Funds that did not receive donations during this time period won't appear here. If you only use the General fund, this whole panel won't be visible.

The dashboard: a living report

If you've come from another donation management system, you may be used to generating reports when you want to see statistics. In Giving, most of the basic information you need is delivered right on the dashboard. Here are a few examples of the types of daily/weekly/monthly/yearly information the dashboard "reports" on:

  • Total donations received.
  • Average size of donations.
  • Total amount received by fund.
  • Total number of donations by payment method.
  • Total number or new donors. 

Sometimes it isn't enough to split the information up by date and you need to get get at a more specific subset of numbers. In those instances, head to the Donations List view and select a filter:

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