Live donation snapshot
Open gift pipeline, weighted forecast, and committed revenue recalculate every time a gift moves. The number your board sees is the number in the system.
Donor CRM
Your donors, in focus
Track donations, watch gift momentum, and spot the donors who need attention — all in one place. Replace the sample data with your own gifts and this dashboard becomes your team's single source of truth.
This period
Donations & pipeline snapshot
A quick read on where the numbers stand right now. Every figure below is calculated live from the gifts in your workspace — replace the seed records with your own and the totals update instantly. No spreadsheets, no manual roll-ups, no stale numbers from last quarter.
Built for the development team
A cleaner way to run your fundraising
Development teams lose hours every week reconciling spreadsheets, chasing gift statuses, and rebuilding the forecast by hand. This dashboard replaces that busywork with one place where every gift, donor, and number stays current. Below is how three workspaces fit together so nothing slips through the cracks.
Stage-by-stage clarity
See exactly how much value sits in each stage of the gift pipeline, so you know whether the problem is prospect volume or late-stage stewardship.
One source of truth
Donors link to gifts, gifts link to gift officers. No more three versions of the same donor scattered across four spreadsheets.
Fast gift review
Search, filter by stage and gift officer, and open any gift in a detail drawer to read notes, probability, and expected close without leaving the page.
Donor directory
Donor type, giving level, region, and the primary contact you should be calling — every donor captured in a directory your whole team can trust.
Officer reminders
Nudge a gift officer about next steps straight from the detail view. Wiring up automated reminders is next on the roadmap.
Two views, side by side
From the board meeting to the individual gift
Leadership needs the roll-up; gift officers need the detail. This dashboard gives both audiences the view they care about without forcing anyone to export a report.
The board view
Totals, weighted forecast, and stage distribution answer the only question the board asks: are we going to hit our fundraising goal this year?
The gift officer's view
A filterable gift list and a detail drawer put next steps, notes, and close dates one click away — so the day starts with cultivation, not admin.
What's inside
Everything a development team needs to stay aligned
Three focused workspaces that keep the whole gift pipeline visible without the spreadsheet chaos. Each one is a real page you can open right now.
Gifts workspace
Search, filter by stage and gift officer, and open any gift in a detail drawer to review notes and next steps.
Donor directory
Every donor in one list — donor type, giving level, region, and the primary contact you should be calling.
Admin & data
Add new donors and keep records current. Built for the development team that owns the source of truth.
What teams say
Trusted by development leaders who hate surprises
Neutral sample testimonials you can swap for your own donor and staff quotes. They show how the layout reads once real feedback lands here.
“Our Monday forecast meeting went from ninety minutes of arguing about numbers to fifteen minutes of deciding what to do about them.”
“Gift officers actually keep their gifts current now, because updating one field is faster than building a slide.”
“The stage breakdown showed us our cultivation stage was where gifts went to die. We fixed the follow-up gap in a week.”
Good to know
Frequently asked questions
A few things worth knowing before you roll this out to the team.
The dashboard reads directly from your gifts and donors tables. It ships with a handful of sample records so the screens look alive on day one — delete them and add your own whenever you're ready.
Ready to see your real gift pipeline?
Swap in your own gifts and donors, and this dashboard becomes the one screen your development team opens every morning.