Totals by fund and month
A treasurer can see what a fund brought in, and in which month, before the meeting starts.
CRM
Numbers that come from the records you already keep
A board asks what came in, who is new, and which list grew. Those figures are read from the same people and gifts staff updated this week, not from a workbook copied last month.
What you can explain in the meeting
Totals by household
The same gifts can be read by household, so a large gift is a home you can name, not only a line on a deposit.
People beside the money
New households, lapsed donors, and group membership sit next to the gift totals.
No second copy
The dashboard uses the records you already edited. It does not wait for someone to paste totals into a sheet.
Questions about this page
- Will the numbers match the gifts we entered?
- They are read from those gifts. A dashboard that depends on a pasted spreadsheet is the one that goes stale.
- Can we see more than money?
- Yes. New households, lapsed donors, and group membership sit beside the gift totals.
Walk into the meeting with the live numbers.
Request early access. We will write when Causera opens.
Request early access